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 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-381- 71.08% |
$24.3K - $25.7K
|
155
$3.73K
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-371- 0.56% |
$23.7K - $25.1K
|
65.7K
$1.58M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-324- 79.22% |
$20.7K - $21.9K
|
85
$2.05K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-311- 3.61% |
$19.9K - $21K
|
8.31K
$200K
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-307- 0.16% |
$19.6K - $20.7K
|
198K
$4.76M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-300- 3.16% |
$19.2K - $20.3K
|
9.2K
$221K
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-300- 4.91% |
$19.2K - $20.3K
|
5.81K
$140K
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-299- 6.23% |
$19.1K - $20.2K
|
4.5K
$108K
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-285- 6.18% |
$18.2K - $19.3K
|
4.32K
$104K
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-285- 8.43% |
$18.2K - $19.3K
|
3.09K
$74.4K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-285- 67.7% |
$18.2K - $19.3K
|
136
$3.27K
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-282- 1.16% |
$18K - $19K
|
24K
$577K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-277- 2.66% |
$17.7K - $18.7K
|
10.1K
$244K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-275- 3.33% |
$17.6K - $18.6K
|
7.98K
$192K
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-267- 6.57% |
$17.1K - $18K
|
3.8K
$91.4K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-249- 3.07% |
$15.9K - $16.8K
|
7.86K
$189K
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-245- 18.59% |
$15.6K - $16.5K
|
1.07K
$25.8K
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-241- 3.45% |
$15.4K - $16.3K
|
6.75K
$162K
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-238- 0.25% |
$15.2K - $16.1K
|
96.6K
$2.33M
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-235- 1.36% |
$15K - $15.9K
|
17.1K
$411K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-230- 1.2% |
$14.7K - $15.5K
|
18.9K
$454K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-224- 5.55% |
$14.3K - $15.1K
|
3.81K
$91.7K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-198- 0.06% |
$12.6K - $13.4K
|
332K
$7.99M
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-191- 3.45% |
$12.2K - $12.9K
|
5.34K
$129K
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-189- 2.29% |
$12.1K - $12.8K
|
8.08K
$194K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-179- 62.81% |
$11.4K - $12.1K
|
106
$2.55K
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-155- 4.46% |
$9.9K - $10.5K
|
3.32K
$79.9K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-150- 2.11% |
$9.58K - $10.1K
|
6.94K
$167K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-148- 3.9% |
$9.45K - $10K
|
3.64K
$87.7K
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-144- 2.55% |
$9.2K - $9.73K
|
5.49K
$132K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-143- 9.13% |
$9.13K - $9.66K
|
1.42K
$34.2K
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-142- 36.98% |
$9.07K - $9.59K
|
242
$5.82K
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-140- 45.31% |
$8.94K - $9.46K
|
169
$4.07K
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-135- 0.02% |
$8.62K - $9.12K
|
800K
$19.3M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-123- 0.35% |
$7.86K - $8.31K
|
34.7K
$835K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-110- 4.12% |
$7.03K - $7.43K
|
2.56K
$61.6K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-98- 1.32% |
$6.26K - $6.62K
|
7.35K
$177K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-98- 1.49% |
$6.26K - $6.62K
|
6.47K
$156K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-88- 0.82% |
$5.62K - $5.94K
|
10.6K
$256K
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-83- 2.35% |
$5.3K - $5.61K
|
3.45K
$83.1K
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-83- 0.23% |
$5.3K - $5.61K
|
36.6K
$880K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-76- 2.24% |
$4.85K - $5.13K
|
3.32K
$79.9K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-50- 2.08% |
$3.19K - $3.38K
|
2.35K
$56.5K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-42- 0.81% |
$2.68K - $2.84K
|
5.13K
$123K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-37- 0.18% |
$2.36K - $2.5K
|
20K
$480K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-31- 50.0% |
$1.98K - $2.09K
|
31
$746
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-30- 6.79% |
$1.92K - $2.03K
|
412
$9.91K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 6.91% |
$1.72K - $1.82K
|
364
$8.76K
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-25- 0.12% |
$1.6K - $1.69K
|
20.1K
$484K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-12- 0.05% |
$766 - $811
|
23.2K
$559K
|