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 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
202+ 0.72% |
$6.8K - $7.62K
|
28.4K
$946K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.16K- 0.96% |
$38.9K - $43.6K
|
119K
$3.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
165+ 0.08% |
$5.56K - $6.22K
|
199K
$6.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
14K+ 3.92% |
$471K - $527K
|
371K
$12.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-76- 19.05% |
$2.56K - $2.87K
|
323
$10.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.07K- 2.29% |
$36.1K - $40.5K
|
45.8K
$1.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-500- 0.21% |
$16.8K - $18.9K
|
240K
$8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.07K+ 63.89% |
$272K - $304K
|
20.7K
$690K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-6.81K- 3.7% |
$229K - $257K
|
177K
$5.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.67K- 3.09% |
$56.3K - $63.1K
|
52.5K
$1.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.6K- 54.86% |
$392K - $439K
|
9.57K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.2K+ 67.79% |
$476K - $534K
|
35K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-67- 1.01% |
$2.26K - $2.53K
|
6.57K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.8K- 2.0% |
$94.4K - $106K
|
137K
$4.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-747- 75.53% |
$25.2K - $28.2K
|
242
$8.07K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.49KNew |
$185K - $207K
|
5.49K
$183K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.48K+ 4.81% |
$49.9K - $55.9K
|
32.3K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
583+ 2.73% |
$19.6K - $22K
|
21.9K
$732K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-295- 2.45% |
$9.93K - $11.1K
|
11.7K
$391K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.69K+ 3.47% |
$56.9K - $63.7K
|
50.4K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 1.09% |
$101 - $113
|
279
$9.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12.3K+ 3.32% |
$413K - $463K
|
382K
$12.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
12.2K+ 5.66% |
$412K - $461K
|
228K
$7.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
20K+ 4.76% |
$672K - $753K
|
439K
$14.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
162+ 1.0% |
$5.45K - $6.11K
|
16.4K
$548K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
157K+ 20.45% |
$5.28M - $5.91M
|
923K
$30.8M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-2.15K- 2.52% |
$72.5K - $81.2K
|
83.3K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2K+ 5.06% |
$67.2K - $75.3K
|
41.4K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
16.5K+ 2.36% |
$556K - $623K
|
716K
$23.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.7K+ 0.51% |
$90.8K - $102K
|
533K
$17.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-813- 9.5% |
$27.4K - $30.7K
|
7.74K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
7.62KNew |
$257K - $287K
|
7.62K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
30+ 0.39% |
$1.01K - $1.13K
|
7.69K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.0% |
$33.7 - $37.7
|
22.3K
$744K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.52K+ 12.01% |
$152K - $170K
|
42.1K
$1.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
494New |
$16.6K - $18.6K
|
494
$16.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
7.62K+ 2.52% |
$257K - $288K
|
310K
$10.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-669- 3.83% |
$22.5K - $25.2K
|
16.8K
$560K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.5K+ 6.44% |
$790K - $885K
|
388K
$12.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
323New |
$10.9K - $12.2K
|
323
$10.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 12.14% |
$63.1K - $70.7K
|
17.3K
$577K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
249+ 0.35% |
$8.38K - $9.39K
|
72.3K
$2.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-21.2K- 2.69% |
$713K - $799K
|
766K
$25.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.05K- 28.5% |
$136K - $153K
|
10.2K
$339K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
SELL
|
- |
-101K- 94.54% |
$3.39M - $3.79M
|
5.82K
$194K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.57KNew |
$188K - $210K
|
5.57K
$186K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.39K- 24.16% |
$215K - $241K
|
20.1K
$669K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
27.8K+ 4.84% |
$938K - $1.05M
|
603K
$20.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-13K- 6.13% |
$439K - $491K
|
200K
$6.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-118- 0.64% |
$3.97K - $4.45K
|
18.2K
$608K
|