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 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-499- 2.9% |
$16.3K - $17.8K
|
16.7K
$585K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-489- 89.23% |
$15.9K - $17.4K
|
59
$2.07K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-466- 16.62% |
$15.2K - $16.6K
|
2.34K
$81.9K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-451- 13.98% |
$14.7K - $16.1K
|
2.78K
$97.2K
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-439- 4.86% |
$14.3K - $15.7K
|
8.59K
$301K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-435- 4.35% |
$14.2K - $15.5K
|
9.57K
$335K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-428- 1.16% |
$13.9K - $15.3K
|
36.6K
$1.28M
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-416- 0.33% |
$13.6K - $14.8K
|
126K
$4.4M
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-404- 5.62% |
$13.2K - $14.4K
|
6.78K
$238K
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-400- 0.65% |
$13K - $14.3K
|
61.4K
$2.15M
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-394- 0.28% |
$12.8K - $14K
|
138K
$4.85M
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-389- 0.16% |
$12.7K - $13.9K
|
243K
$8.5M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-364- 0.46% |
$11.9K - $13K
|
78.3K
$2.74M
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-362- 1.98% |
$11.8K - $12.9K
|
18K
$629K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-350- 0.88% |
$11.4K - $12.5K
|
39.5K
$1.38M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-314- 1.37% |
$10.2K - $11.2K
|
22.6K
$793K
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-313- 1.5% |
$10.2K - $11.2K
|
20.5K
$719K
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-279- 2.19% |
$9.09K - $9.95K
|
12.4K
$436K
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-267- 2.15% |
$8.7K - $9.52K
|
12.2K
$426K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-258- 0.71% |
$8.41K - $9.2K
|
35.9K
$1.26M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-165- 0.07% |
$5.38K - $5.88K
|
244K
$8.56M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-157- 3.66% |
$5.12K - $5.6K
|
4.13K
$145K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-155- 1.74% |
$5.05K - $5.53K
|
8.77K
$307K
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-155- 40.26% |
$5.05K - $5.53K
|
230
$8.06K
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-136- 47.06% |
$4.43K - $4.85K
|
153
$5.36K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-92- 1.55% |
$3K - $3.28K
|
5.86K
$205K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-84- 0.22% |
$2.74K - $2.99K
|
38.9K
$1.36M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-75- 1.13% |
$2.44K - $2.67K
|
6.54K
$229K
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-70- 35.9% |
$2.28K - $2.5K
|
125
$4.38K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-60- 0.07% |
$1.96K - $2.14K
|
86.8K
$3.04M
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-59- 0.02% |
$1.92K - $2.1K
|
388K
$13.6M
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-58- 3.4% |
$1.89K - $2.07K
|
1.65K
$57.7K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-49- 3.37% |
$1.6K - $1.75K
|
1.41K
$49.3K
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-39- 0.23% |
$1.27K - $1.39K
|
16.7K
$584K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31- 0.48% |
$1.01K - $1.11K
|
6.4K
$224K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-25- 3.44% |
$815 - $891
|
701
$24.6K
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-7- 0.02% |
$228 - $250
|
43.7K
$1.53M
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 0.77% |
$32.6 - $35.7
|
129
$4.52K
|
|
Q4 2023 | |||||||
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-25.9K- 36.68% |
$783K - $875K
|
44.7K
$1.57M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.3K- 64.29% |
$615K - $687K
|
11.3K
$396K
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-8.5K- 17.05% |
$257K - $287K
|
41.4K
$1.45M
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-4.8K- 37.57% |
$145K - $162K
|
7.98K
$280K
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-4.06K- 2.05% |
$123K - $137K
|
194K
$6.78M
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.37K- 31.8% |
$102K - $114K
|
7.23K
$253K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.47K- 5.37% |
$74.8K - $83.5K
|
43.6K
$1.53M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.77K- 17.26% |
$53.6K - $59.8K
|
8.49K
$297K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.15K- 52.31% |
$34.6K - $38.7K
|
1.04K
$36.6K
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-920- 9.51% |
$27.8K - $31.1K
|
8.76K
$307K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-765- 72.17% |
$23.1K - $25.8K
|
295
$10.3K
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-750- 6.19% |
$22.7K - $25.3K
|
11.4K
$398K
|