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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.12K- 1.96% |
$175K - $187K
|
256K
$9.61M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.91K- 3.95% |
$168K - $179K
|
119K
$4.48M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.62K- 9.47% |
$158K - $169K
|
44.1K
$1.66M
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.14K- 33.22% |
$142K - $151K
|
8.33K
$313K
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-4.1K- 1.12% |
$140K - $150K
|
361K
$13.6M
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-3.84K- 3.6% |
$131K - $140K
|
103K
$3.86M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.83K- 4.89% |
$131K - $140K
|
74.5K
$2.8M
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.83K- 4.47% |
$131K - $140K
|
81.8K
$3.07M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.71K- 36.17% |
$127K - $136K
|
6.55K
$246K
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-3.47K- 16.91% |
$119K - $127K
|
17.1K
$641K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.35K- 33.98% |
$114K - $122K
|
6.5K
$244K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.34K- 5.84% |
$114K - $122K
|
53.8K
$2.02M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.09K- 59.93% |
$106K - $113K
|
2.06K
$77.5K
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.99K- 2.59% |
$102K - $109K
|
112K
$4.22M
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.97K- 2.88% |
$101K - $108K
|
100K
$3.76M
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.87K- 19.3% |
$98.1K - $105K
|
12K
$450K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.61K- 0.61% |
$89.3K - $95.3K
|
427K
$16M
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.48K- 0.94% |
$84.6K - $90.4K
|
261K
$9.8M
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.47K- 1.33% |
$84.5K - $90.2K
|
184K
$6.91M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.31K- 6.78% |
$78.9K - $84.2K
|
31.7K
$1.19M
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.28K- 1.36% |
$77.9K - $83.2K
|
166K
$6.23M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.22K- 7.76% |
$76K - $81.2K
|
26.4K
$993K
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.18K- 7.27% |
$74.5K - $79.6K
|
27.8K
$1.04M
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.13K- 71.78% |
$73K - $77.9K
|
839
$31.5K
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.13K- 13.11% |
$72.8K - $77.7K
|
14.1K
$530K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.09K- 0.95% |
$71.6K - $76.4K
|
218K
$8.17M
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.89K- 7.0% |
$64.7K - $69.1K
|
25.2K
$945K
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.83K- 1.16% |
$62.6K - $66.8K
|
155K
$5.84M
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.82K- 1.28% |
$62.2K - $66.4K
|
141K
$5.29M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.72K- 15.0% |
$58.7K - $62.7K
|
9.73K
$366K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 17.1% |
$56.7K - $60.5K
|
8.04K
$302K
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.66K- 4.53% |
$56.6K - $60.4K
|
34.9K
$1.31M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 0.11% |
$53.2K - $56.8K
|
1.39M
$52.2M
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.47K- 6.85% |
$50.2K - $53.6K
|
20K
$749K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.42K- 0.64% |
$48.4K - $51.7K
|
222K
$8.32M
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.4K- 0.64% |
$47.8K - $51K
|
216K
$8.11M
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 0.17% |
$47.2K - $50.4K
|
834K
$31.3M
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.32K- 2.11% |
$45.1K - $48.2K
|
61.4K
$2.3M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.31K- 5.81% |
$44.8K - $47.9K
|
21.3K
$799K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.28K- 2.59% |
$43.7K - $46.7K
|
48K
$1.8M
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-1.27K- 1.47% |
$43.5K - $46.5K
|
85.5K
$3.21M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.26K- 9.89% |
$43K - $46K
|
11.5K
$431K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 7.09% |
$40.7K - $43.4K
|
15.6K
$585K
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-1.07K- 7.63% |
$36.4K - $38.9K
|
12.9K
$484K
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 13.41% |
$35.8K - $38.2K
|
6.76K
$254K
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-993- 2.86% |
$34K - $36.3K
|
33.8K
$1.27M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-985- 35.48% |
$33.7K - $36K
|
1.79K
$67.3K
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-971- 11.54% |
$33.2K - $35.5K
|
7.44K
$280K
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-969- 1.58% |
$33.1K - $35.4K
|
60.5K
$2.27M
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-969- 1.57% |
$33.1K - $35.4K
|
60.9K
$2.29M
|