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 |
---|---|---|---|---|---|---|---|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-75Closed |
$2.37K - $2.55K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-49Closed |
$1.55K - $1.67K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-25Closed |
$789 - $851
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-372KClosed |
$11.8M - $12.6M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-246KClosed |
$7.81M - $8.31M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-47.5KClosed |
$1.51M - $1.61M
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-7.34KClosed |
$233K - $248K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.59KClosed |
$209K - $223K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-4.06KClosed |
$129K - $137K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-2.68KClosed |
$85K - $90.4K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.2KClosed |
$38.1K - $40.6K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-1KClosed |
$31.8K - $33.8K
|
0
$0
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-910Closed |
$28.9K - $30.8K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-594Closed |
$18.9K - $20.1K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-188Closed |
$5.97K - $6.35K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-58- 50.0% |
$1.84K - $1.96K
|
58
$1.93K
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-17Closed |
$540 - $575
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.2MClosed |
$136M - $147M
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-6.59KClosed |
$214K - $230K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.23KClosed |
$137K - $148K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.42KClosed |
$78.3K - $84.4K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1KClosed |
$32.5K - $35.1K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-674Closed |
$21.9K - $23.5K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-92Closed |
$2.98K - $3.21K
|
0
$0
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-40Closed |
$1.3K - $1.4K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
SELL
|
- |
-17Closed |
$551 - $594
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-17Closed |
$551 - $594
|
0
$0
|
|
Q1 2021 | |||||||
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.57KClosed |
$75.4K - $83.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.14KClosed |
$62.8K - $69.9K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-181Closed |
$5.32K - $5.92K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.1MClosed |
$26.2M - $32.5M
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.9KClosed |
$259K - $322K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.67KClosed |
$39.8K - $49.4K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-286Closed |
$6.8K - $8.44K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10.4KClosed |
$248K - $269K
|
0
$0
|
|
Jun 17, 2024
Q3 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-8.78KClosed |
$208K - $226K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-752Closed |
$17.9K - $19.4K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-616Closed |
$14.6K - $15.9K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-584Closed |
$13.9K - $15.1K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-260Closed |
$6.17K - $6.7K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-46Closed |
$1.09K - $1.19K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-12Closed |
$285 - $309
|
0
$0
|
|
Q2 2020 | |||||||
Jul 21, 2020
Q2 2020
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-30KClosed |
$599K - $772K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-26.8KClosed |
$536K - $691K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Destination Wealth Management
|
SELL
|
- |
-10.9KClosed |
$218K - $281K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5KClosed |
$99.9K - $129K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-3.14KClosed |
$62.8K - $80.9K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-736- 14.45% |
$14.7K - $19K
|
4.36K
$145K
|
|
Aug 14, 2020
Q2 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1Closed |
$20 - $25.8
|
0
$0
|