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 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-765- 5.9% |
$25.2K - $28.6K
|
12.2K
$454K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-704- 96.17% |
$23.2K - $26.4K
|
28
$1.04K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-689- 6.72% |
$22.7K - $25.8K
|
9.57K
$356K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-555- 0.9% |
$18.3K - $20.8K
|
61.2K
$2.28M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-554- 4.61% |
$18.2K - $20.7K
|
11.5K
$427K
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-500- 12.5% |
$16.5K - $18.7K
|
3.5K
$130K
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-459- 0.93% |
$15.1K - $17.2K
|
48.7K
$1.81M
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-371- 1.58% |
$12.2K - $13.9K
|
23.1K
$861K
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-370- 5.0% |
$12.2K - $13.9K
|
7.03K
$261K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-343- 0.07% |
$11.3K - $12.8K
|
462K
$17.2M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-322- 21.96% |
$10.6K - $12.1K
|
1.14K
$42.6K
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-298- 0.69% |
$9.8K - $11.2K
|
43K
$1.6M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-278- 50.0% |
$9.15K - $10.4K
|
278
$10.3K
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-268- 1.83% |
$8.82K - $10K
|
14.4K
$535K
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-244- 1.34% |
$8.03K - $9.14K
|
18K
$669K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-216- 4.74% |
$7.11K - $8.09K
|
4.34K
$161K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-209- 3.37% |
$6.88K - $7.83K
|
6K
$223K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-205- 11.12% |
$6.74K - $7.68K
|
1.64K
$61K
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-170- 0.86% |
$5.59K - $6.37K
|
19.7K
$733K
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-163- 1.86% |
$5.36K - $6.1K
|
8.6K
$320K
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-157- 0.34% |
$5.17K - $5.88K
|
46.4K
$1.73M
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-138- 0.6% |
$4.54K - $5.17K
|
22.9K
$853K
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-128- 0.78% |
$4.21K - $4.79K
|
16.3K
$606K
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-115- 1.51% |
$3.78K - $4.31K
|
7.51K
$279K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-91- 0.92% |
$2.99K - $3.41K
|
9.85K
$367K
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-87- 1.01% |
$2.86K - $3.26K
|
8.52K
$317K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-66- 0.18% |
$2.17K - $2.47K
|
35.7K
$1.33M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-37- 0.54% |
$1.22K - $1.39K
|
6.8K
$253K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-36- 0.14% |
$1.18K - $1.35K
|
25.7K
$955K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-24- 1.06% |
$790 - $899
|
2.23K
$83K
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-16- 0.01% |
$526 - $599
|
160K
$5.95M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-13- 1.0% |
$428 - $487
|
1.29K
$47.8K
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-11- 0.09% |
$362 - $412
|
11.7K
$435K
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-9- 0.07% |
$296 - $337
|
12.5K
$465K
|
|
Q4 2024 | |||||||
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-243K- 87.58% |
$8M - $9.03M
|
34.5K
$1.28M
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-231K- 31.4% |
$7.62M - $8.6M
|
505K
$18.8M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-200K- 3.16% |
$6.59M - $7.43M
|
6.12M
$228M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-142K- 4.35% |
$4.69M - $5.29M
|
3.13M
$116M
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-72.4K- 5.07% |
$2.38M - $2.69M
|
1.35M
$50.4M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-60.5K- 4.15% |
$1.99M - $2.25M
|
1.4M
$52M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-54K- 61.16% |
$1.78M - $2.01M
|
34.3K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39.2K- 27.47% |
$1.29M - $1.46M
|
103K
$3.85M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.7K- 47.58% |
$1.08M - $1.21M
|
36K
$1.34M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-23.2K- 22.15% |
$763K - $861K
|
81.5K
$3.03M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16K- 46.21% |
$526K - $594K
|
18.6K
$693K
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-13.7K- 16.55% |
$451K - $509K
|
69.1K
$2.57M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 30.94% |
$375K - $423K
|
25.4K
$946K
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-10.4K- 19.28% |
$341K - $385K
|
43.4K
$1.61M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.71K- 40.0% |
$287K - $323K
|
13.1K
$486K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.81K- 16.59% |
$257K - $290K
|
39.2K
$1.46M
|