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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.17M- 98.35% |
$39.5M - $44.2M
|
19.7K
$682K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-142K- 97.82% |
$4.79M - $5.37M
|
3.17K
$110K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-140K- 75.78% |
$4.7M - $5.27M
|
44.7K
$1.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-134K- 29.34% |
$4.5M - $5.04M
|
322K
$11.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-132K- 73.17% |
$4.43M - $4.96M
|
48.3K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-118K- 13.14% |
$3.97M - $4.44M
|
778K
$27M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-118K- 16.39% |
$3.96M - $4.44M
|
600K
$20.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-113K- 3.34% |
$3.8M - $4.26M
|
3.27M
$114M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-105K- 6.5% |
$3.53M - $3.95M
|
1.51M
$52.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
SELL
|
- |
-101K- 94.54% |
$3.39M - $3.79M
|
5.82K
$202K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-89.1K- 29.61% |
$3M - $3.36M
|
212K
$7.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-72.8K- 1.14% |
$2.45M - $2.75M
|
6.32M
$220M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.4K- 1.77% |
$2.17M - $2.43M
|
3.57M
$124M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-61K- 8.01% |
$2.05M - $2.3M
|
701K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-58.7K- 19.39% |
$1.98M - $2.22M
|
244K
$8.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-55.3K- 2.88% |
$1.86M - $2.09M
|
1.87M
$64.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-52.6K- 44.62% |
$1.77M - $1.98M
|
65.2K
$2.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-41K- 9.23% |
$1.38M - $1.55M
|
403K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30.9K- 6.51% |
$1.04M - $1.16M
|
443K
$15.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23.4K- 91.08% |
$788K - $882K
|
2.29K
$79.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-21.4K- 2.3% |
$721K - $807K
|
910K
$31.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-21.2K- 2.69% |
$713K - $799K
|
766K
$26.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-16K- 71.9% |
$540K - $605K
|
6.27K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-15.6K- 87.05% |
$525K - $588K
|
2.32K
$80.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-13.9K- 6.29% |
$469K - $525K
|
207K
$7.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-13.3K- 4.7% |
$448K - $502K
|
270K
$9.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.2K- 8.9% |
$444K - $497K
|
135K
$4.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-13K- 6.13% |
$439K - $491K
|
200K
$6.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.8K- 5.22% |
$396K - $443K
|
214K
$7.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.6K- 54.86% |
$392K - $439K
|
9.57K
$332K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-10.9K- 3.03% |
$368K - $412K
|
350K
$12.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-10.6K- 1.22% |
$355K - $398K
|
852K
$29.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.56K- 17.96% |
$288K - $323K
|
39.1K
$1.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-6.81K- 3.7% |
$229K - $257K
|
177K
$6.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.39K- 24.16% |
$215K - $241K
|
20.1K
$696K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6.23K- 3.18% |
$210K - $235K
|
190K
$6.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-6.1K- 6.09% |
$205K - $230K
|
94K
$3.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.07K- 1.42% |
$204K - $229K
|
421K
$14.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-5.92K- 13.9% |
$199K - $223K
|
36.7K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.76K- 2.63% |
$194K - $217K
|
214K
$7.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.46K- 5.83% |
$184K - $206K
|
88.3K
$3.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-5.33K- 6.52% |
$179K - $201K
|
76.5K
$2.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.21K- 42.81% |
$175K - $196K
|
6.95K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5.15K- 4.58% |
$173K - $194K
|
107K
$3.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.52K- 4.95% |
$152K - $170K
|
86.8K
$3.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4.32K- 15.55% |
$146K - $163K
|
23.5K
$815K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.26K- 35.5% |
$143K - $161K
|
7.73K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.25K- 8.28% |
$143K - $160K
|
47K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.16K- 16.59% |
$140K - $157K
|
20.9K
$726K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.05K- 28.5% |
$136K - $153K
|
10.2K
$353K
|