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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.6K- 5.59% |
$50.4K - $53.7K
|
27K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-402- 85.35% |
$12.7K - $13.5K
|
69
$3.09K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-584K- 95.26% |
$18.1M - $19.3M
|
29.1K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-477- 26.84% |
$14.7K - $15.8K
|
1.3K
$58.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-433- 5.89% |
$13.4K - $14.3K
|
6.92K
$310K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-432- 47.01% |
$13.4K - $14.3K
|
487
$21.8K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 17.67% |
$66.9K - $73.2K
|
10.7K
$478K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.31K- 5.17% |
$38.2K - $41.8K
|
24K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.05K- 95.27% |
$30.6K - $33.5K
|
52
$2.33K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.04K- 5.0% |
$30.4K - $33.2K
|
19.8K
$885K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-276- 71.88% |
$8.07K - $8.82K
|
108
$4.84K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-117- 1.28% |
$3.42K - $3.74K
|
9K
$403K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-203K- 94.32% |
$5.12M - $6.17M
|
12.2K
$548K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-1.75K- 66.95% |
$44.1K - $53.1K
|
864
$38.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2- 0.32% |
$50.4 - $60.7
|
614
$27.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-35.8K- 60.56% |
$900K - $1.06M
|
23.3K
$1.04M
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-20.5K- 66.69% |
$515K - $609K
|
10.2K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-11.1K- 4.86% |
$278K - $329K
|
217K
$9.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-5.08K- 2.08% |
$128K - $151K
|
239K
$10.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.46K- 14.3% |
$36.6K - $43.3K
|
8.72K
$390K
|
|
|
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-416Closed |
$10.5K - $12.4K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-129- 88.36% |
$3.24K - $3.84K
|
17
$761
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-90Closed |
$2.26K - $2.68K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-46.6KClosed |
$1.31M - $1.52M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-25.4KClosed |
$715K - $827K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-25.4KClosed |
$712K - $824K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-21.1K- 62.0% |
$592K - $685K
|
12.9K
$578K
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-10KClosed |
$282K - $327K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-6.6KClosed |
$185K - $215K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-6.45KClosed |
$181K - $210K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-6.44KClosed |
$181K - $209K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6.27KClosed |
$176K - $204K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.62KClosed |
$45.6K - $52.7K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.5KClosed |
$42.1K - $48.7K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.3KClosed |
$36.6K - $42.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-892- 10.79% |
$25.1K - $29K
|
7.37K
$330K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-402Closed |
$11.3K - $13.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-324- 2.4% |
$9.1K - $10.5K
|
13.2K
$591K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-321Closed |
$9.02K - $10.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-197- 29.54% |
$5.54K - $6.41K
|
470
$21.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-192- 2.51% |
$5.4K - $6.24K
|
7.46K
$334K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-158Closed |
$4.44K - $5.14K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-140- 1.38% |
$3.93K - $4.55K
|
10K
$449K
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-90- 34.88% |
$2.53K - $2.93K
|
168
$7.52K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-30Closed |
$843 - $976
|
0
$0
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-16Closed |
$450 - $520
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-824KClosed |
$24.5M - $28.1M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-65.2KClosed |
$1.94M - $2.22M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-18.6KClosed |
$552K - $634K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-17.8KClosed |
$529K - $608K
|
0
$0
|
|