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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.32K- 2.03% |
$241K - $272K
|
353K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.73K- 2.69% |
$222K - $250K
|
243K
$9.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.96K- 28.8% |
$196K - $221K
|
14.7K
$548K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-5.15K- 30.75% |
$170K - $191K
|
11.6K
$432K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.94K- 0.33% |
$162K - $183K
|
1.5M
$55.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.84K- 10.06% |
$159K - $180K
|
43.3K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.05K- 17.46% |
$133K - $150K
|
19.1K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.76K- 17.86% |
$124K - $140K
|
17.3K
$643K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-3.69K- 18.5% |
$121K - $137K
|
16.3K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3.26K- 3.04% |
$107K - $121K
|
104K
$3.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.65K- 5.79% |
$87.3K - $98.5K
|
43.1K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.33K- 18.72% |
$76.7K - $86.6K
|
10.1K
$377K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-2.31K- 4.43% |
$75.9K - $85.6K
|
49.7K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.98K- 0.22% |
$65K - $73.4K
|
898K
$33.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 20.44% |
$48.7K - $54.9K
|
5.76K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.44K- 2.35% |
$47.5K - $53.6K
|
60K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.18K- 13.87% |
$38.7K - $43.7K
|
7.31K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.05K- 87.59% |
$34.4K - $38.8K
|
148
$5.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-997- 6.23% |
$32.8K - $37K
|
15K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-775- 2.11% |
$25.5K - $28.8K
|
36K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-745- 2.21% |
$24.5K - $27.7K
|
33K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-742- 33.97% |
$24.4K - $27.6K
|
1.44K
$53.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-731- 6.86% |
$24.1K - $27.2K
|
9.92K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-713- 0.18% |
$23.5K - $26.5K
|
396K
$14.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-713- 10.51% |
$23.5K - $26.5K
|
6.07K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-565- 57.3% |
$18.6K - $21K
|
421
$15.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-442- 1.98% |
$14.6K - $16.4K
|
21.9K
$813K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-424Closed |
$14K - $15.8K
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-387- 5.89% |
$12.7K - $14.4K
|
6.18K
$230K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-329- 5.12% |
$10.8K - $12.2K
|
6.1K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-314- 3.28% |
$10.3K - $11.7K
|
9.26K
$345K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-282- 3.83% |
$9.28K - $10.5K
|
7.09K
$264K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-228- 0.58% |
$7.51K - $8.47K
|
39.2K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-218- 0.96% |
$7.18K - $8.1K
|
22.5K
$838K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-175- 2.03% |
$5.76K - $6.5K
|
8.47K
$315K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-142- 1.48% |
$4.67K - $5.28K
|
9.43K
$351K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-112- 0.65% |
$3.69K - $4.16K
|
17.2K
$639K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-101- 0.56% |
$3.32K - $3.75K
|
18.1K
$672K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-96- 1.38% |
$3.16K - $3.57K
|
6.86K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-96- 1.53% |
$3.16K - $3.57K
|
6.17K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-74- 2.11% |
$2.44K - $2.75K
|
3.43K
$128K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-44- 95.65% |
$1.45K - $1.63K
|
2
$74.4
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-39- 0.25% |
$1.28K - $1.45K
|
15.9K
$590K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-142K- 97.82% |
$4.79M - $5.37M
|
3.17K
$118K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
SELL
|
- |
-101K- 94.54% |
$3.39M - $3.79M
|
5.82K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.26K- 35.5% |
$143K - $161K
|
7.73K
$288K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.27K- 2.0% |
$76.6K - $85.8K
|
111K
$4.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.83K- 14.66% |
$61.4K - $68.8K
|
10.6K
$395K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.68K- 18.49% |
$56.6K - $63.4K
|
7.41K
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-1.58K- 1.32% |
$53K - $59.4K
|
118K
$4.39M
|
|