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 |
---|---|---|---|---|---|---|---|
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
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.2K- 42.62% |
$171K - $195K
|
6.99K
$260K
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-4.95K- 11.9% |
$163K - $186K
|
36.7K
$1.36M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.68K- 4.23% |
$154K - $175K
|
106K
$3.94M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.65K- 2.69% |
$153K - $174K
|
168K
$6.27M
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.57K- 7.66% |
$150K - $171K
|
55K
$2.05M
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.22K- 4.77% |
$139K - $158K
|
84.1K
$3.13M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.91K- 1.75% |
$129K - $146K
|
220K
$8.17M
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.86K- 2.26% |
$127K - $145K
|
167K
$6.22M
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-3.67K- 21.74% |
$121K - $137K
|
13.2K
$492K
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-3.63K- 6.46% |
$119K - $136K
|
52.6K
$1.96M
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.39K- 18.5% |
$111K - $127K
|
14.9K
$555K
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.31K- 32.8% |
$109K - $124K
|
6.77K
$252K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-3.25K- 3.79% |
$107K - $122K
|
82.6K
$3.07M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.21K- 33.7% |
$106K - $120K
|
6.31K
$235K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-3.11K- 10.68% |
$102K - $117K
|
26K
$969K
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.09K- 2.28% |
$102K - $116K
|
133K
$4.94M
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-3K- 31.84% |
$98.7K - $112K
|
6.42K
$239K
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.97K- 1.92% |
$97.8K - $111K
|
152K
$5.66M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.95K- 2.89% |
$97.1K - $110K
|
99.2K
$3.69M
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.88K- 3.31% |
$94.6K - $108K
|
84.1K
$3.13M
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-2.74K- 1.01% |
$90.1K - $103K
|
269K
$10M
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.65K- 7.06% |
$87.1K - $99.2K
|
34.8K
$1.3M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.61K- 7.03% |
$85.9K - $97.8K
|
34.5K
$1.29M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.53K- 4.73% |
$83.1K - $94.6K
|
50.9K
$1.89M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.33K- 11.42% |
$76.7K - $87.3K
|
18.1K
$673K
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.29K- 9.31% |
$75.4K - $85.8K
|
22.3K
$830K
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 3.9% |
$70K - $79.7K
|
52.4K
$1.95M
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2K- 23.49% |
$65.8K - $74.9K
|
6.52K
$243K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 24.76% |
$61.7K - $70.2K
|
5.7K
$212K
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 21.6% |
$60.1K - $68.4K
|
6.63K
$247K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 16.17% |
$59.3K - $67.4K
|
9.34K
$348K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.76K- 6.15% |
$57.8K - $65.8K
|
26.8K
$998K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.75K- 18.87% |
$57.5K - $65.5K
|
7.52K
$280K
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.71K- 13.49% |
$56.1K - $63.9K
|
10.9K
$407K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.7K- 15.14% |
$55.8K - $63.5K
|
9.51K
$354K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.66K- 32.74% |
$54.5K - $62.1K
|
3.41K
$127K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.6K- 1.96% |
$52.6K - $59.9K
|
79.9K
$2.97M
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.59K- 21.74% |
$52.3K - $59.5K
|
5.72K
$213K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.57K- 2.74% |
$51.7K - $58.8K
|
55.7K
$2.07M
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.53K- 1.15% |
$50.3K - $57.2K
|
131K
$4.88M
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.44K- 15.66% |
$47.5K - $54.1K
|
7.78K
$289K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.4K- 7.08% |
$46K - $52.4K
|
18.4K
$683K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.35K- 9.39% |
$44.4K - $50.6K
|
13K
$485K
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.24K- 2.45% |
$40.6K - $46.3K
|
49.2K
$1.83M
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.19K- 2.45% |
$39.1K - $44.5K
|
47.4K
$1.76M
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.07K- 12.43% |
$35.1K - $40K
|
7.52K
$280K
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-883- 2.15% |
$29.1K - $33.1K
|
40.1K
$1.49M
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-774- 3.61% |
$25.5K - $29K
|
20.7K
$769K
|