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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-184- 3.48% |
$12K - $13.2K
|
5.1K
$125K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-177- 4.53% |
$11.6K - $12.7K
|
3.73K
$91.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-172- 2.07% |
$11.2K - $12.3K
|
8.13K
$200K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
SELL
|
- |
-169- 5.12% |
$11K - $12.1K
|
3.14K
$77K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-162- 15.99% |
$10.6K - $11.6K
|
851
$20.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-161- 2.23% |
$10.5K - $11.6K
|
7.06K
$173K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-160- 97.56% |
$10.5K - $11.5K
|
4
$98.2
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-157- 2.77% |
$10.3K - $11.3K
|
5.51K
$135K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-121- 0.92% |
$7.91K - $8.68K
|
13K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-118- 1.82% |
$7.71K - $8.47K
|
6.36K
$156K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-113- 2.51% |
$7.39K - $8.11K
|
4.39K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-102- 0.92% |
$6.67K - $7.32K
|
11K
$270K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-98- 0.98% |
$6.41K - $7.03K
|
9.95K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-96- 5.81% |
$6.27K - $6.89K
|
1.56K
$38.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-76- 93.83% |
$4.97K - $5.45K
|
5
$123
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-75- 0.89% |
$4.9K - $5.38K
|
8.39K
$206K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-70- 0.29% |
$4.58K - $5.02K
|
23.9K
$587K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-65- 1.3% |
$4.25K - $4.66K
|
4.94K
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-64- 0.87% |
$4.18K - $4.59K
|
7.28K
$179K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-63- 0.14% |
$4.12K - $4.52K
|
43.7K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-62- 0.61% |
$4.05K - $4.45K
|
10.1K
$247K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-62- 96.88% |
$4.05K - $4.45K
|
2
$49.1
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-45- 0.88% |
$2.94K - $3.23K
|
5.06K
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-41- 0.54% |
$2.68K - $2.94K
|
7.56K
$186K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-41- 0.02% |
$2.68K - $2.94K
|
264K
$6.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-24- 6.09% |
$1.57K - $1.72K
|
370
$9.09K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11- 0.08% |
$719 - $789
|
13.2K
$325K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10- 6.02% |
$654 - $718
|
156
$3.83K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7- 0.22% |
$458 - $502
|
3.16K
$77.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7- 0.14% |
$458 - $502
|
4.87K
$120K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 7.81% |
$327 - $359
|
59
$1.45K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.4K- 95.75% |
$664K - $703K
|
462
$11.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.9K- 62.25% |
$632K - $668K
|
6K
$147K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.8K- 72.04% |
$626K - $662K
|
3.81K
$93.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-8.49K- 66.85% |
$542K - $573K
|
4.21K
$103K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-7.81K- 45.02% |
$499K - $527K
|
9.53K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.08K- 24.04% |
$389K - $411K
|
19.2K
$472K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-5.69K- 64.73% |
$363K - $384K
|
3.1K
$76.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.28K- 48.35% |
$274K - $289K
|
4.58K
$112K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.5K- 50.91% |
$224K - $236K
|
3.38K
$82.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.42K- 80.14% |
$155K - $164K
|
600
$14.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.6K- 13.62% |
$102K - $108K
|
10.1K
$249K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-812- 92.48% |
$51.9K - $54.9K
|
66
$1.62K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-711- 42.32% |
$45.4K - $48K
|
969
$23.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-539- 51.78% |
$34.4K - $36.4K
|
502
$12.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 46.86% |
$31.9K - $33.8K
|
567
$13.9K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-324- 79.22% |
$20.7K - $21.9K
|
85
$2.09K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-300- 3.16% |
$19.2K - $20.3K
|
9.2K
$226K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-285- 67.7% |
$18.2K - $19.3K
|
136
$3.34K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-285- 8.43% |
$18.2K - $19.3K
|
3.09K
$76K
|
|