Latest Institutional Sells of Schwab Fundamental U S Large C (FNDX)
This list provides information on the latest institutional transactions involving Schwab Fundamental U S Large C (FNDX) 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 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.93K- 12.93% |
$139K - $426K
|
39.9K
$920K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-5.9K- 0.7% |
$139K - $423K
|
837K
$19.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-641- 59.74% |
$15.1K - $46K
|
432
$9.95K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-438Closed |
$10.3K - $31.4K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-140Closed |
$3.29K - $10K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-90- 84.11% |
$2.11K - $6.46K
|
17
$392
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-169K- 94.49% |
$11.1M - $12.1M
|
9.87K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.79K- 5.17% |
$378K - $415K
|
106K
$2.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-4.79K- 62.87% |
$313K - $344K
|
2.83K
$65.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3K- 3.1% |
$196K - $215K
|
93.6K
$2.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.56K- 21.27% |
$167K - $183K
|
9.46K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.45K- 3.25% |
$94.4K - $104K
|
43K
$990K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.18K- 23.9% |
$76.9K - $84.5K
|
3.75K
$86.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-519- 15.22% |
$33.9K - $37.2K
|
2.89K
$66.6K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-381- 0.86% |
$24.9K - $27.3K
|
44.2K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-62- 96.88% |
$4.05K - $4.45K
|
2
$46.1
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.4K- 95.75% |
$664K - $703K
|
462
$10.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-8.49K- 66.85% |
$542K - $573K
|
4.21K
$96.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-7.81K- 45.02% |
$499K - $527K
|
9.53K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.42K- 80.14% |
$155K - $164K
|
600
$13.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.6K- 13.62% |
$102K - $108K
|
10.1K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-711- 42.32% |
$45.4K - $48K
|
969
$22.3K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-649- 4.54% |
$41.5K - $43.8K
|
13.6K
$314K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-539- 51.78% |
$34.4K - $36.4K
|
502
$11.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 46.86% |
$31.9K - $33.8K
|
567
$13.1K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-324- 79.22% |
$20.7K - $21.9K
|
85
$1.96K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-285- 8.43% |
$18.2K - $19.3K
|
3.09K
$71.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-12- 0.05% |
$766 - $811
|
23.2K
$535K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9- 0.98% |
$575 - $608
|
907
$20.9K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-9.61K- 2.46% |
$585K - $647K
|
380K
$8.76M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3.97K- 66.67% |
$242K - $268K
|
1.99K
$45.8K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.62K- 24.66% |
$159K - $176K
|
7.99K
$184K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.17K- 21.76% |
$132K - $146K
|
7.79K
$179K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-151- 68.33% |
$9.19K - $10.2K
|
70
$1.61K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.43K- 41.61% |
$290K - $337K
|
7.61K
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.95K- 55.4% |
$265K - $307K
|
3.99K
$91.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.31K- 5.66% |
$177K - $206K
|
55.2K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-380- 41.58% |
$20.3K - $23.6K
|
534
$12.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99- 64.29% |
$5.29K - $6.15K
|
55
$1.27K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-33.8K- 23.4% |
$1.88M - $2.02M
|
110K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-10.4K- 71.87% |
$580K - $621K
|
4.07K
$93.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-453- 2.05% |
$25.3K - $27.1K
|
21.6K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-444- 65.78% |
$24.8K - $26.5K
|
231
$5.32K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-395- 67.06% |
$22K - $23.6K
|
194
$4.47K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-306- 32.28% |
$17.1K - $18.3K
|
642
$14.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-177- 4.71% |
$9.88K - $10.6K
|
3.58K
$82.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-146- 66.97% |
$8.15K - $8.73K
|
72
$1.66K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-15- 0.27% |
$837 - $897
|
5.47K
$126K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-589- 11.9% |
$31.7K - $33.9K
|
4.36K
$100K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-574- 14.13% |
$30.9K - $33.1K
|
3.49K
$80.3K
|
|