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 12, 2020
Q1 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-7.7KClosed |
$140K - $225K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Atwood & Palmer Inc
|
SELL
|
- |
-6KClosed |
$109K - $175K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.5KClosed |
$45.5K - $73K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Country Trust Bank
|
SELL
|
- |
-1.21KClosed |
$22K - $35.3K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Roof Eidam & Maycock
|
SELL
|
- |
-975- 0.4% |
$17.7K - $28.5K
|
243K
$9.03M
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-471Closed |
$8.57K - $13.8K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-336Closed |
$6.12K - $9.81K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-118Closed |
$2.15K - $3.45K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-23Closed |
$419 - $672
|
0
$0
|
|
Q4 2019 | |||||||
Jan 22, 2020
Q4 2019
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-36.5KClosed |
$976K - $1.06M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-9.6KClosed |
$257K - $280K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-7.95KClosed |
$212K - $231K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-5.51K- 12.36% |
$147K - $161K
|
39.1K
$1.46M
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.52KClosed |
$40.6K - $44.2K
|
0
$0
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-780Closed |
$20.8K - $22.7K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-47Closed |
$1.26K - $1.37K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$107 - $116
|
0
$0
|
|
Q3 2019 | |||||||
Nov 06, 2019
Q3 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$443K - $455K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Burleson & Company, LLC
|
SELL
|
- |
-11.9KClosed |
$324K - $332K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-243Closed |
$6.61K - $6.78K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Manchester Financial Inc
|
SELL
|
- |
-28Closed |
$762 - $782
|
0
$0
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-89.5KClosed |
N/A
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Eidelman Virant Capital
|
SELL
|
- |
-15.5KClosed |
N/A
|
0
$0
|
|
Jul 25, 2019
Q2 2019
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-9.86KClosed |
N/A
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-3.44KClosed |
N/A
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.54KClosed |
N/A
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.81KClosed |
N/A
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-336Closed |
N/A
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-257Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
Apr 08, 2019
Q1 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-345Closed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-64Closed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-185KClosed |
N/A
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-45.9KClosed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-17.4KClosed |
N/A
|
0
$0
|
|
Feb 20, 2019
Q4 2018
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-8.1KClosed |
N/A
|
0
$0
|
|
Jan 29, 2019
Q4 2018
|
West Coast Financial LLC
|
SELL
|
- |
-7.04KClosed |
N/A
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.53KClosed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-210Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
May 26, 2023
Q3 2018
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-32KClosed |
N/A
|
0
$0
|
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.11KClosed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1.48KClosed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.18KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-752Closed |
N/A
|
0
$0
|
|
Nov 01, 2018
Q3 2018
|
Hartford Financial Management Inc.
|
SELL
|
- |
-368Closed |
N/A
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-358Closed |
N/A
|
0
$0
|
|
Oct 29, 2018
Q3 2018
|
Marshall & Sullivan Inc
|
SELL
|
- |
-35Closed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-16.2KClosed |
N/A
|
0
$0
|