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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-169K- 94.49% |
$11.1M - $12.1M
|
9.87K
$237K
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-10.2K- 8.46% |
$668K - $734K
|
111K
$2.66M
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-6.76K- 19.2% |
$442K - $485K
|
28.5K
$685K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.79K- 5.17% |
$378K - $415K
|
106K
$2.55M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.25K- 11.15% |
$278K - $305K
|
33.8K
$814K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.82K- 14.69% |
$250K - $274K
|
22.2K
$534K
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.48K- 1.54% |
$228K - $250K
|
222K
$5.35M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.71K- 0.39% |
$177K - $195K
|
692K
$16.7M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.56K- 21.27% |
$167K - $183K
|
9.46K
$228K
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.41K- 4.24% |
$157K - $173K
|
54.3K
$1.31M
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.03K- 1.45% |
$133K - $146K
|
138K
$3.32M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.55K- 5.0% |
$101K - $111K
|
29.4K
$708K
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 8.34% |
$97.3K - $107K
|
16.3K
$393K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 19.41% |
$95.8K - $105K
|
6.09K
$146K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.45K- 3.25% |
$94.4K - $104K
|
43K
$1.03M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.21K- 6.38% |
$79.2K - $87K
|
17.8K
$428K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.18K- 23.9% |
$76.9K - $84.5K
|
3.75K
$90.2K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.08K- 1.58% |
$70.8K - $77.7K
|
67.3K
$1.62M
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-699- 3.12% |
$45.7K - $50.2K
|
21.7K
$523K
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-541- 1.86% |
$35.4K - $38.8K
|
28.6K
$688K
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-506- 14.63% |
$33.1K - $36.3K
|
2.95K
$71K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-455- 1.97% |
$29.7K - $32.7K
|
22.6K
$545K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-442- 34.45% |
$28.9K - $31.7K
|
841
$20.2K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-421- 3.41% |
$27.5K - $30.2K
|
11.9K
$287K
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-381- 0.86% |
$24.9K - $27.3K
|
44.2K
$1.06M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-220- 0.55% |
$14.4K - $15.8K
|
40K
$961K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-192- 3.07% |
$12.5K - $13.8K
|
6.06K
$146K
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
SELL
|
- |
-169- 5.12% |
$11K - $12.1K
|
3.14K
$75.4K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-162- 15.99% |
$10.6K - $11.6K
|
851
$20.5K
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-161- 2.23% |
$10.5K - $11.6K
|
7.06K
$170K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-160- 97.56% |
$10.5K - $11.5K
|
4
$96.2
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-157- 2.77% |
$10.3K - $11.3K
|
5.51K
$133K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-96- 5.81% |
$6.27K - $6.89K
|
1.56K
$37.4K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-75- 0.89% |
$4.9K - $5.38K
|
8.39K
$202K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-62- 96.88% |
$4.05K - $4.45K
|
2
$48.1
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-41- 0.02% |
$2.68K - $2.94K
|
264K
$6.36M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10- 6.02% |
$654 - $718
|
156
$3.75K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7- 0.22% |
$458 - $502
|
3.16K
$76K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7- 0.14% |
$458 - $502
|
4.87K
$117K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 7.81% |
$327 - $359
|
59
$1.42K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-427K- 17.02% |
$27.3M - $28.8M
|
2.08M
$50.1M
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-205K- 29.42% |
$13.1M - $13.8M
|
491K
$11.8M
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-93.6K- 34.52% |
$5.98M - $6.32M
|
178K
$4.27M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-46.4K- 77.72% |
$2.96M - $3.13M
|
13.3K
$320K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-32.2K- 4.44% |
$2.06M - $2.18M
|
693K
$16.7M
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-14.5K- 6.52% |
$929K - $983K
|
209K
$5.02M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.9K- 99.93% |
$823K - $870K
|
9
$217
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.4K- 95.75% |
$664K - $703K
|
462
$11.1K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-10.3K- 3.53% |
$658K - $696K
|
282K
$6.79M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.9K- 62.25% |
$632K - $668K
|
6K
$144K
|