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 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-101K- 35.75% |
$3.28M - $3.58M
|
181K
$6.78M
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-101K- 35.75% |
$3.28M - $3.58M
|
181K
$6.78M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-89.4K- 44.74% |
$2.91M - $3.19M
|
110K
$4.15M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.4K- 47.66% |
$794K - $868K
|
26.7K
$1M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.3K- 46.65% |
$399K - $437K
|
14K
$526K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-10.3K- 40.26% |
$334K - $365K
|
15.2K
$571K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.61K- 1.83% |
$281K - $307K
|
463K
$17.4M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.42K- 50.68% |
$209K - $229K
|
6.25K
$235K
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.73K- 19.45% |
$121K - $133K
|
15.4K
$580K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.85K- 5.13% |
$92.8K - $102K
|
52.7K
$1.98M
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.68K- 22.33% |
$87.3K - $95.5K
|
9.32K
$350K
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.5K- 20.21% |
$81.6K - $89.3K
|
9.89K
$371K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.2K- 91.91% |
$71.8K - $78.6K
|
194
$7.29K
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.9K- 21.4% |
$61.8K - $67.6K
|
6.96K
$261K
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1.51K- 16.07% |
$49.3K - $53.9K
|
7.9K
$297K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.48K- 2.5% |
$48.1K - $52.7K
|
57.5K
$2.16M
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-541- 1.32% |
$17.6K - $19.3K
|
40.5K
$1.52M
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-489- 89.23% |
$15.9K - $17.4K
|
59
$2.22K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-466- 16.62% |
$15.2K - $16.6K
|
2.34K
$87.8K
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-404- 5.62% |
$13.2K - $14.4K
|
6.78K
$255K
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-400- 0.65% |
$13K - $14.3K
|
61.4K
$2.31M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-314- 1.37% |
$10.2K - $11.2K
|
22.6K
$850K
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-279- 2.19% |
$9.09K - $9.95K
|
12.4K
$467K
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-267- 2.15% |
$8.7K - $9.52K
|
12.2K
$457K
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-165- 0.07% |
$5.38K - $5.88K
|
244K
$9.18M
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-155- 40.26% |
$5.05K - $5.53K
|
230
$8.64K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-147- 66.52% |
$4.79K - $5.24K
|
74
$2.78K
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-136- 47.06% |
$4.43K - $4.85K
|
153
$5.75K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-92- 1.55% |
$3K - $3.28K
|
5.86K
$220K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-58- 3.4% |
$1.89K - $2.07K
|
1.65K
$61.9K
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-7- 0.02% |
$228 - $250
|
43.7K
$1.64M
|
|
Q4 2023 | |||||||
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-25.9K- 36.68% |
$783K - $875K
|
44.7K
$1.68M
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-4.8K- 37.57% |
$145K - $162K
|
7.98K
$300K
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-4.06K- 2.05% |
$123K - $137K
|
194K
$7.27M
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.37K- 31.8% |
$102K - $114K
|
7.23K
$272K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.47K- 5.37% |
$74.8K - $83.5K
|
43.6K
$1.64M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.77K- 17.26% |
$53.6K - $59.8K
|
8.49K
$319K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.15K- 52.31% |
$34.6K - $38.7K
|
1.04K
$39.2K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-765- 72.17% |
$23.1K - $25.8K
|
295
$11.1K
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-750- 6.19% |
$22.7K - $25.3K
|
11.4K
$427K
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-588- 24.09% |
$17.8K - $19.9K
|
1.85K
$69.6K
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-204- 99.51% |
$6.17K - $6.89K
|
1
$37.6
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-198- 2.39% |
$5.99K - $6.69K
|
8.08K
$303K
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-156- 14.12% |
$4.72K - $5.27K
|
949
$35.6K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-74- 0.29% |
$2.24K - $2.5K
|
25.8K
$967K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-65- 0.83% |
$1.96K - $2.2K
|
7.74K
$291K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-50- 26.46% |
$1.51K - $1.69K
|
139
$5.22K
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-41- 0.48% |
$1.24K - $1.38K
|
8.57K
$322K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 5.66% |
$90.7 - $101
|
50
$1.88K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-16.9K- 71.53% |
$532K - $566K
|
6.72K
$252K
|