Latest Institutional Sells of Schwab Fundamental Intl Large (FNDF)
This list provides information on the latest institutional transactions involving Schwab Fundamental Intl Large (FNDF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-135K- 18.83% |
$4.44M - $5.01M
|
582K
$20.2M
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-102K- 19.08% |
$3.35M - $3.78M
|
431K
$15M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-79.3K- 20.77% |
$2.61M - $2.94M
|
302K
$10.5M
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-46.5K- 7.74% |
$1.53M - $1.73M
|
554K
$19.3M
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-35.9K- 16.94% |
$1.18M - $1.33M
|
176K
$6.12M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34.7K- 24.92% |
$1.14M - $1.29M
|
104K
$3.63M
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-34.3K- 17.18% |
$1.13M - $1.27M
|
165K
$5.75M
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-27.2K- 3.19% |
$897K - $1.01M
|
827K
$28.8M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-23.2K- 22.15% |
$763K - $861K
|
81.5K
$2.83M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.9K- 99.9% |
$721K - $814K
|
23
$800
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-21.1K- 6.02% |
$694K - $783K
|
329K
$11.4M
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-19.8K- 1.06% |
$650K - $734K
|
1.85M
$64.2M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-17.9K- 43.24% |
$590K - $665K
|
23.5K
$818K
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-15.2K- 14.62% |
$502K - $566K
|
89.1K
$3.1M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-13.5K- 27.93% |
$444K - $501K
|
34.8K
$1.21M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10.5K- 1.56% |
$345K - $390K
|
660K
$23M
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-10.4K- 19.28% |
$341K - $385K
|
43.4K
$1.51M
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-9.47K- 2.23% |
$312K - $352K
|
415K
$14.4M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.4K- 3.85% |
$309K - $349K
|
235K
$8.17M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.34K- 7.01% |
$274K - $310K
|
111K
$3.85M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.99K- 38.3% |
$230K - $260K
|
11.3K
$392K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-6.98K- 2.87% |
$230K - $259K
|
237K
$8.23M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.93K- 1.65% |
$228K - $257K
|
414K
$14.4M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.25K- 37.49% |
$206K - $232K
|
10.4K
$363K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-6.23K- 3.52% |
$205K - $232K
|
171K
$5.95M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.96K- 28.8% |
$196K - $221K
|
14.7K
$513K
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-5.83K- 1.92% |
$192K - $217K
|
299K
$10.4M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.7K- 88.62% |
$188K - $212K
|
732
$25.5K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.36K- 1.21% |
$176K - $199K
|
437K
$15.2M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-5.29K- 1.43% |
$174K - $197K
|
366K
$12.7M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.29K- 6.1% |
$174K - $197K
|
81.5K
$2.84M
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-5.15K- 30.75% |
$170K - $191K
|
11.6K
$404K
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-4.86K- 3.67% |
$160K - $181K
|
128K
$4.44M
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4.56K- 2.77% |
$150K - $169K
|
160K
$5.57M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.51K- 30.53% |
$148K - $167K
|
10.3K
$357K
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.74K- 1.64% |
$123K - $139K
|
225K
$7.81M
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-3.69K- 18.5% |
$121K - $137K
|
16.3K
$566K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 0.53% |
$91.6K - $103K
|
523K
$18.2M
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.65K- 5.79% |
$87.3K - $98.5K
|
43.1K
$1.5M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.59K- 11.66% |
$85.2K - $96.1K
|
19.6K
$682K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.33K- 18.72% |
$76.7K - $86.6K
|
10.1K
$352K
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-2.31K- 4.43% |
$75.9K - $85.6K
|
49.7K
$1.73M
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.1K- 1.55% |
$69K - $77.8K
|
133K
$4.62M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.81K- 0.81% |
$59.5K - $67.1K
|
220K
$7.67M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.68K- 24.19% |
$55.3K - $62.4K
|
5.27K
$183K
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.48K- 1.08% |
$48.7K - $55K
|
136K
$4.72M
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-1.37K- 3.06% |
$45K - $50.7K
|
43.3K
$1.51M
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.18K- 13.87% |
$38.7K - $43.7K
|
7.31K
$254K
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.12K- 2.65% |
$36.7K - $41.4K
|
41K
$1.43M
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.1K- 7.33% |
$36.2K - $40.9K
|
13.9K
$484K
|