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 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-18.4K- 13.85% |
$604K - $688K
|
114K
$4.59M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-18K- 44.89% |
$592K - $674K
|
22.1K
$888K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-17.4K- 0.94% |
$573K - $653K
|
1.83M
$73.4M
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-17.3K- 3.04% |
$571K - $650K
|
553K
$22.2M
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-15.7K- 2.74% |
$518K - $590K
|
560K
$22.5M
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-15.4K- 1.05% |
$508K - $578K
|
1.45M
$58.4M
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-15.3K- 13.85% |
$502K - $572K
|
94.9K
$3.81M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-14.5K- 5.95% |
$476K - $542K
|
229K
$9.19M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-14.2K- 20.54% |
$467K - $532K
|
54.9K
$2.21M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-13.6K- 3.29% |
$448K - $510K
|
401K
$16.1M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.6K- 53.47% |
$447K - $509K
|
11.8K
$475K
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-13K- 17.24% |
$429K - $488K
|
62.6K
$2.51M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-12.4K- 15.81% |
$409K - $466K
|
66.2K
$2.66M
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-10.9K- 4.85% |
$358K - $408K
|
214K
$8.58M
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.4K- 5.9% |
$341K - $389K
|
166K
$6.65M
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-10.2K- 14.29% |
$335K - $381K
|
61K
$2.45M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-9.39K- 57.46% |
$309K - $352K
|
6.95K
$279K
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-9.05K- 38.16% |
$298K - $339K
|
14.7K
$589K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-8.23K- 94.59% |
$271K - $308K
|
470
$18.9K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-7.95K- 2.42% |
$262K - $298K
|
321K
$12.9M
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-7.73K- 4.67% |
$254K - $289K
|
158K
$6.33M
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-7.7K- 7.72% |
$253K - $288K
|
92.1K
$3.7M
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-7.66K- 1.21% |
$252K - $287K
|
625K
$25.1M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.59K- 43.93% |
$250K - $284K
|
9.69K
$389K
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-7.58K- 21.77% |
$249K - $284K
|
27.2K
$1.09M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.48K- 3.93% |
$246K - $280K
|
183K
$7.35M
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-7.3K- 1.14% |
$240K - $274K
|
631K
$25.3M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-7.1K- 41.75% |
$234K - $266K
|
9.9K
$398K
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-7.03K- 7.89% |
$231K - $263K
|
82K
$3.29M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.84K- 16.08% |
$225K - $256K
|
35.7K
$1.43M
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-6.38K- 4.63% |
$210K - $239K
|
131K
$5.28M
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6.25K- 1.97% |
$206K - $234K
|
311K
$12.5M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.16K- 0.75% |
$203K - $231K
|
816K
$32.8M
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.09K- 0.24% |
$200K - $228K
|
2.59M
$104M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.39K- 2.33% |
$177K - $202K
|
226K
$9.07M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.22K- 13.86% |
$172K - $195K
|
32.4K
$1.3M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.2K- 42.62% |
$171K - $195K
|
6.99K
$281K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.16K- 13.58% |
$170K - $193K
|
32.9K
$1.32M
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-4.95K- 11.9% |
$163K - $186K
|
36.7K
$1.47M
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4.94K- 0.74% |
$163K - $185K
|
666K
$26.8M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.68K- 4.23% |
$154K - $175K
|
106K
$4.26M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.65K- 2.69% |
$153K - $174K
|
168K
$6.76M
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.57K- 7.66% |
$150K - $171K
|
55K
$2.21M
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.22K- 4.77% |
$139K - $158K
|
84.1K
$3.38M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.91K- 1.75% |
$129K - $146K
|
220K
$8.82M
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.86K- 2.26% |
$127K - $145K
|
167K
$6.71M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.74K- 20.08% |
$123K - $140K
|
14.9K
$597K
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-3.67K- 21.74% |
$121K - $137K
|
13.2K
$530K
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-3.63K- 6.46% |
$119K - $136K
|
52.6K
$2.11M
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.39K- 18.5% |
$111K - $127K
|
14.9K
$599K
|