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 |
---|---|---|---|---|---|---|---|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.8K- 72.04% |
$626K - $662K
|
3.81K
$91.6K
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-9.63K- 12.33% |
$615K - $650K
|
68.4K
$1.65M
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-9.07K- 20.48% |
$579K - $612K
|
35.2K
$847K
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-8.49K- 66.85% |
$542K - $573K
|
4.21K
$101K
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-7.81K- 45.02% |
$499K - $527K
|
9.53K
$229K
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-7.19K- 3.53% |
$459K - $485K
|
196K
$4.72M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.02K- 3.73% |
$448K - $474K
|
181K
$4.36M
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.08K- 24.04% |
$389K - $411K
|
19.2K
$463K
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-5.69K- 64.73% |
$363K - $384K
|
3.1K
$74.6K
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-5.53K- 3.55% |
$353K - $373K
|
150K
$3.61M
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-5.39K- 3.18% |
$344K - $364K
|
164K
$3.95M
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.37K- 1.31% |
$343K - $363K
|
404K
$9.71M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.9K- 24.81% |
$313K - $331K
|
14.8K
$357K
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.28K- 48.35% |
$274K - $289K
|
4.58K
$110K
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-4.21K- 3.1% |
$269K - $284K
|
131K
$3.16M
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.2K- 3.63% |
$268K - $284K
|
112K
$2.68M
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-3.8K- 5.63% |
$242K - $256K
|
63.6K
$1.53M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.76K- 5.23% |
$240K - $254K
|
68.2K
$1.64M
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.58K- 2.33% |
$228K - $242K
|
150K
$3.61M
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.5K- 50.91% |
$224K - $236K
|
3.38K
$81.2K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.45K- 31.67% |
$157K - $166K
|
5.29K
$127K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.42K- 80.14% |
$155K - $164K
|
600
$14.4K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.42K- 13.02% |
$155K - $163K
|
16.2K
$389K
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.02K- 0.72% |
$129K - $137K
|
279K
$6.71M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.62K- 5.31% |
$104K - $110K
|
29K
$697K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.6K- 13.62% |
$102K - $108K
|
10.1K
$244K
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.55K- 18.06% |
$98.7K - $104K
|
7.02K
$169K
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.46K- 1.02% |
$92.9K - $98.3K
|
141K
$3.4M
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.44K- 2.29% |
$91.9K - $97.2K
|
61.3K
$1.47M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.33K- 16.57% |
$85K - $89.9K
|
6.7K
$161K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.19K- 8.38% |
$76.3K - $80.7K
|
13.1K
$314K
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.02K- 10.78% |
$65.1K - $68.9K
|
8.44K
$203K
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-953- 17.78% |
$60.9K - $64.4K
|
4.41K
$106K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-930- 7.73% |
$59.4K - $62.8K
|
11.1K
$267K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-895- 15.9% |
$57.2K - $60.5K
|
4.73K
$114K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-881- 2.86% |
$56.3K - $59.5K
|
29.9K
$720K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-832- 16.51% |
$53.1K - $56.2K
|
4.21K
$101K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-812- 92.48% |
$51.9K - $54.9K
|
66
$1.59K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-778- 2.81% |
$49.7K - $52.6K
|
26.9K
$648K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-711- 42.32% |
$45.4K - $48K
|
969
$23.3K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-650- 1.56% |
$41.5K - $43.9K
|
41K
$986K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-650- 7.73% |
$41.5K - $43.9K
|
7.76K
$187K
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-649- 4.54% |
$41.5K - $43.8K
|
13.6K
$328K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-648- 8.8% |
$41.4K - $43.8K
|
6.71K
$161K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-539- 51.78% |
$34.4K - $36.4K
|
502
$12.1K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 46.86% |
$31.9K - $33.8K
|
567
$13.6K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-468- 10.46% |
$29.9K - $31.6K
|
4.01K
$96.4K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-464- 7.45% |
$29.6K - $31.3K
|
5.76K
$139K
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-449- 0.33% |
$28.7K - $30.3K
|
136K
$3.27M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-411- 0.43% |
$26.3K - $27.8K
|
94.6K
$2.28M
|