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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-747- 75.53% |
$25.2K - $28.2K
|
242
$8.07K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-701- 5.8% |
$23.6K - $26.4K
|
11.4K
$380K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-698- 6.09% |
$23.5K - $26.3K
|
10.8K
$359K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-669- 3.83% |
$22.5K - $25.2K
|
16.8K
$560K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-629- 4.4% |
$21.2K - $23.7K
|
13.7K
$456K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-623- 25.12% |
$21K - $23.5K
|
1.86K
$61.9K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-610- 4.57% |
$20.5K - $23K
|
12.7K
$425K
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-572- 6.31% |
$19.3K - $21.6K
|
8.49K
$283K
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-550- 2.14% |
$18.5K - $20.7K
|
25.2K
$840K
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-500- 6.33% |
$16.8K - $18.9K
|
7.4K
$247K
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-500- 0.21% |
$16.8K - $18.9K
|
240K
$8M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-451- 6.34% |
$15.2K - $17K
|
6.66K
$222K
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-432- 3.8% |
$14.5K - $16.3K
|
10.9K
$365K
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-430- 5.58% |
$14.5K - $16.2K
|
7.28K
$243K
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-411- 0.21% |
$13.8K - $15.5K
|
192K
$6.4M
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-351- 0.61% |
$11.8K - $13.2K
|
57.2K
$1.91M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-298- 84.9% |
$10K - $11.2K
|
53
$1.77K
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-295- 2.45% |
$9.93K - $11.1K
|
11.7K
$391K
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-275- 0.79% |
$9.26K - $10.4K
|
34.6K
$1.15M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-232- 0.02% |
$7.81K - $8.75K
|
1.39M
$46.3M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-223- 1.12% |
$7.51K - $8.41K
|
19.7K
$658K
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-223- 0.16% |
$7.51K - $8.41K
|
141K
$4.7M
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-219- 0.33% |
$7.37K - $8.26K
|
66.2K
$2.21M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-203- 0.28% |
$6.84K - $7.66K
|
73.5K
$2.45M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-192- 2.89% |
$6.46K - $7.24K
|
6.45K
$215K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-191- 5.17% |
$6.43K - $7.2K
|
3.5K
$117K
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-146- 0.92% |
$4.92K - $5.51K
|
15.8K
$526K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-130- 1.96% |
$4.38K - $4.9K
|
6.51K
$217K
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-118- 0.64% |
$3.97K - $4.45K
|
18.2K
$608K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-79- 0.81% |
$2.66K - $2.98K
|
9.65K
$322K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-76- 19.05% |
$2.56K - $2.87K
|
323
$10.8K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-73- 0.21% |
$2.46K - $2.75K
|
34.2K
$1.14M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-73- 0.53% |
$2.46K - $2.75K
|
13.7K
$455K
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-67- 1.01% |
$2.26K - $2.53K
|
6.57K
$219K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-62- 0.83% |
$2.09K - $2.34K
|
7.38K
$246K
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-50- 0.58% |
$1.68K - $1.89K
|
8.54K
$285K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-46- 0.18% |
$1.55K - $1.73K
|
25.5K
$852K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-26- 4.92% |
$875 - $980
|
502
$16.7K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20- 0.04% |
$673 - $754
|
53.5K
$1.78M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-18- 1.39% |
$606 - $679
|
1.28K
$42.7K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-18- 0.36% |
$606 - $679
|
5.01K
$167K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7- 0.03% |
$236 - $264
|
21.3K
$709K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.16M- 85.31% |
$39.5M - $42.2M
|
199K
$6.64M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-138K- 45.96% |
$4.72M - $5.04M
|
162K
$5.41M
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-38.3K- 83.15% |
$1.31M - $1.4M
|
7.75K
$259K
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-9.86K- 3.28% |
$337K - $360K
|
290K
$9.69M
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-9.7K- 52.47% |
$332K - $354K
|
8.78K
$293K
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-5.68K- 24.75% |
$194K - $207K
|
17.3K
$576K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.91K- 3.95% |
$168K - $179K
|
119K
$3.98M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.35K- 33.98% |
$114K - $122K
|
6.5K
$217K
|