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 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-8.35M- 89.88% |
$275M - $313M
|
940K
$35M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.79M- 10.0% |
$59M - $67.2M
|
16.2M
$601M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-776K- 53.53% |
$25.5M - $29.1M
|
674K
$25.1M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-345K- 36.05% |
$11.3M - $12.9M
|
612K
$22.8M
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-206K- 84.31% |
$6.77M - $7.71M
|
38.3K
$1.43M
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-130K- 43.06% |
$4.28M - $4.88M
|
172K
$6.41M
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-130K- 15.68% |
$4.27M - $4.86M
|
697K
$26M
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-108K- 56.51% |
$3.56M - $4.05M
|
83.3K
$3.1M
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-105K- 18.98% |
$3.46M - $3.94M
|
449K
$16.7M
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-98.3K- 32.9% |
$3.23M - $3.68M
|
200K
$7.46M
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-95.8K- 81.15% |
$3.15M - $3.59M
|
22.3K
$828K
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-86.7K- 5.48% |
$2.85M - $3.25M
|
1.49M
$55.6M
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-77.4K- 6.36% |
$2.55M - $2.9M
|
1.14M
$42.4M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-73K- 16.7% |
$2.4M - $2.73M
|
364K
$13.6M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-71.3K- 60.72% |
$2.35M - $2.67M
|
46.1K
$1.72M
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-63K- 43.77% |
$2.07M - $2.36M
|
80.9K
$3.01M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41.4K- 59.27% |
$1.36M - $1.55M
|
28.4K
$1.06M
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-39.6K- 4.8% |
$1.3M - $1.48M
|
787K
$29.3M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-37.8K- 99.96% |
$1.24M - $1.42M
|
14
$521
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-34K- 8.19% |
$1.12M - $1.27M
|
381K
$14.2M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.9K- 38.1% |
$952K - $1.08M
|
47K
$1.75M
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-27.8K- 6.46% |
$916K - $1.04M
|
403K
$15M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.2K- 37.3% |
$633K - $721K
|
32.3K
$1.2M
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-18.6K- 8.72% |
$612K - $696K
|
195K
$7.25M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-18.5K- 2.64% |
$608K - $692K
|
681K
$25.3M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-18K- 44.89% |
$592K - $674K
|
22.1K
$823K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-17.4K- 0.94% |
$573K - $653K
|
1.83M
$68.1M
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-17.3K- 3.04% |
$571K - $650K
|
553K
$20.6M
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-15.7K- 2.74% |
$518K - $590K
|
560K
$20.8M
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-15.4K- 1.05% |
$508K - $578K
|
1.45M
$54.1M
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-15.3K- 13.85% |
$502K - $572K
|
94.9K
$3.53M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-13.6K- 3.29% |
$448K - $510K
|
401K
$14.9M
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-13K- 17.24% |
$429K - $488K
|
62.6K
$2.33M
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-10.9K- 4.85% |
$358K - $408K
|
214K
$7.95M
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.4K- 5.9% |
$341K - $389K
|
166K
$6.16M
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-10.2K- 14.29% |
$335K - $381K
|
61K
$2.27M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-7.95K- 2.42% |
$262K - $298K
|
321K
$11.9M
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-7.73K- 4.67% |
$254K - $289K
|
158K
$5.87M
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-7.7K- 7.72% |
$253K - $288K
|
92.1K
$3.43M
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-7.66K- 1.21% |
$252K - $287K
|
625K
$23.3M
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-7.58K- 21.77% |
$249K - $284K
|
27.2K
$1.01M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.48K- 3.93% |
$246K - $280K
|
183K
$6.82M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-7.1K- 41.75% |
$234K - $266K
|
9.9K
$369K
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-7.03K- 7.89% |
$231K - $263K
|
82K
$3.05M
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-6.38K- 4.63% |
$210K - $239K
|
131K
$4.89M
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6.25K- 1.97% |
$206K - $234K
|
311K
$11.6M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.16K- 0.75% |
$203K - $231K
|
816K
$30.4M
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.09K- 0.24% |
$200K - $228K
|
2.59M
$96.3M
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-5.54K- 17.6% |
$182K - $207K
|
25.9K
$965K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.39K- 2.33% |
$177K - $202K
|
226K
$8.4M
|