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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.45M- 79.31% |
$275M - $301M
|
2.2M
$78M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.71M- 66.07% |
$88.3M - $96.5M
|
1.39M
$49.2M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-695K- 79.29% |
$22.6M - $24.8M
|
181K
$6.42M
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-367K- 88.7% |
$12M - $13.1M
|
46.7K
$1.65M
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-323K- 25.42% |
$10.5M - $11.5M
|
947K
$33.5M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-295K- 8.09% |
$9.61M - $10.5M
|
3.35M
$119M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-215K- 12.66% |
$7.01M - $7.66M
|
1.48M
$52.5M
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-179K- 51.63% |
$5.84M - $6.39M
|
168K
$5.94M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119K- 26.42% |
$3.88M - $4.24M
|
331K
$11.7M
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-101K- 35.75% |
$3.28M - $3.58M
|
181K
$6.39M
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-101K- 35.75% |
$3.28M - $3.58M
|
181K
$6.39M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-96K- 2.69% |
$3.13M - $3.42M
|
3.48M
$123M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-89.4K- 44.74% |
$2.91M - $3.19M
|
110K
$3.9M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.4K- 16.9% |
$2.75M - $3.01M
|
415K
$14.7M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-78.5K- 1.2% |
$2.56M - $2.8M
|
6.49M
$230M
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-78.1K- 29.53% |
$2.55M - $2.79M
|
186K
$6.59M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-78K- 23.0% |
$2.54M - $2.78M
|
261K
$9.23M
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-57.8K- 18.67% |
$1.88M - $2.06M
|
252K
$8.9M
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-50.3K- 32.82% |
$1.64M - $1.79M
|
103K
$3.64M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41.1K- 59.15% |
$1.34M - $1.47M
|
28.4K
$1M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-37.9K- 27.88% |
$1.24M - $1.35M
|
98K
$3.47M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-36.6K- 19.23% |
$1.19M - $1.3M
|
154K
$5.43M
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-35.2K- 10.41% |
$1.15M - $1.26M
|
303K
$10.7M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32.3K- 13.38% |
$1.05M - $1.15M
|
209K
$7.4M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.7K- 3.62% |
$967K - $1.06M
|
790K
$28M
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-29.1K- 11.79% |
$947K - $1.04M
|
217K
$7.69M
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
SELL
|
- |
-27.6K- 3.2% |
$899K - $983K
|
833K
$29.5M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-27.4K- 39.62% |
$893K - $977K
|
41.8K
$1.48M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-26.1K- 32.78% |
$852K - $932K
|
53.6K
$1.9M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.4K- 47.66% |
$794K - $868K
|
26.7K
$946K
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-20.4K- 48.84% |
$666K - $729K
|
21.4K
$758K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-18.8K- 2.17% |
$614K - $672K
|
848K
$30M
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-18.7K- 9.99% |
$610K - $668K
|
169K
$5.97M
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-18.2K- 35.81% |
$592K - $648K
|
32.6K
$1.15M
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-17.9K- 0.92% |
$585K - $639K
|
1.93M
$68.3M
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-17.6K- 49.47% |
$573K - $627K
|
18K
$636K
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-15.6K- 0.81% |
$507K - $555K
|
1.9M
$67.1M
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-13.7K- 18.1% |
$446K - $488K
|
61.9K
$2.19M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.3K- 6.34% |
$435K - $476K
|
197K
$6.98M
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-12.5K- 25.45% |
$406K - $445K
|
36.5K
$1.29M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.3K- 46.65% |
$399K - $437K
|
14K
$496K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-10.3K- 40.26% |
$334K - $365K
|
15.2K
$538K
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-9.45K- 40.38% |
$308K - $337K
|
13.9K
$493K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.61K- 1.83% |
$281K - $307K
|
463K
$16.4M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.01K- 6.21% |
$261K - $285K
|
121K
$4.27M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.75K- 41.05% |
$220K - $241K
|
9.69K
$343K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.49K- 1.49% |
$212K - $231K
|
430K
$15.2M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.42K- 50.68% |
$209K - $229K
|
6.25K
$221K
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-6.29K- 17.35% |
$205K - $224K
|
30K
$1.06M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.19K- 22.39% |
$202K - $221K
|
21.5K
$759K
|