Latest Institutional Transactions on Schwab Fundamental Intl Large (FNDF)
This table provides information on the latest institutional transactions involving Schwab Fundamental Intl Large (FNDF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
100+ 0.32% |
$3.37K - $3.77K
|
31.7K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
25.1K+ 93.14% |
$845K - $946K
|
52K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.58K- 6.74% |
$120K - $135K
|
49.5K
$1.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
416+ 54.1% |
$14K - $15.7K
|
1.19K
$39.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.26K+ 7.7% |
$177K - $198K
|
73.6K
$2.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-26- 4.92% |
$875 - $980
|
502
$16.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 0.73% |
$43.4K - $48.6K
|
178K
$5.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-3.52K- 6.15% |
$119K - $133K
|
53.7K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.8K+ 181.15% |
$937K - $1.05M
|
43.2K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.47K+ 26.9% |
$49.6K - $55.5K
|
6.95K
$232K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.52K+ 16.17% |
$119K - $133K
|
25.3K
$844K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
831K+ 5.25% |
$28M - $31.3M
|
16.7M
$555M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
33K+ 4.0% |
$1.11M - $1.25M
|
860K
$28.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
468+ 1.12% |
$15.8K - $17.6K
|
42.4K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-140K- 75.78% |
$4.7M - $5.27M
|
44.7K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
3.02K+ 2.33% |
$102K - $114K
|
133K
$4.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
15.7K+ 12.72% |
$529K - $592K
|
139K
$4.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.68K- 18.49% |
$56.6K - $63.4K
|
7.41K
$247K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44.7K+ 20.52% |
$1.5M - $1.68M
|
262K
$8.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.47K- 20.31% |
$83K - $93K
|
9.68K
$323K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-46- 0.18% |
$1.55K - $1.73K
|
25.5K
$852K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-21.4K- 2.3% |
$721K - $807K
|
910K
$30.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
519New |
$17.5K - $19.6K
|
519
$17.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.7KNew |
$662K - $741K
|
19.7K
$655K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.59K+ 4.59% |
$155K - $173K
|
105K
$3.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
604New |
$20.3K - $22.8K
|
604
$20.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
658+ 4.09% |
$22.2K - $24.8K
|
16.8K
$559K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
684+ 10.44% |
$23K - $25.8K
|
7.24K
$241K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.24K+ 12.57% |
$75.3K - $84.3K
|
20K
$668K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
10.3K+ 15.49% |
$348K - $390K
|
77.1K
$2.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 0.98% |
$168 - $189
|
514
$17.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.19K- 46.17% |
$40.1K - $45K
|
1.39K
$46.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.07K- 7.62% |
$36.1K - $40.5K
|
13K
$434K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
73New |
$2.46K - $2.75K
|
73
$2.43K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-232- 0.02% |
$7.81K - $8.75K
|
1.39M
$46.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-118K- 13.14% |
$3.97M - $4.44M
|
778K
$26M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.42K+ 0.67% |
$47.8K - $53.5K
|
212K
$7.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 0.88% |
$101 - $113
|
343
$11.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.55K+ 1.68% |
$254K - $285K
|
458K
$15.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.83K- 1.74% |
$61.4K - $68.8K
|
103K
$3.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
414New |
$13.9K - $15.6K
|
414
$13.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
17.7K+ 5.02% |
$597K - $668K
|
371K
$12.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.54K+ 1.26% |
$220K - $247K
|
526K
$17.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
15.4K+ 2.25% |
$518K - $580K
|
700K
$23.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-432- 3.8% |
$14.5K - $16.3K
|
10.9K
$365K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.44K+ 0.66% |
$48.3K - $54.1K
|
218K
$7.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-701- 5.8% |
$23.6K - $26.4K
|
11.4K
$380K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.23K+ 435.47% |
$176K - $197K
|
6.43K
$214K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.51K- 21.56% |
$118K - $132K
|
12.8K
$426K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$1.35K - $1.51K
|
40
$1.33K
|