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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-245- 18.59% |
$15.6K - $16.5K
|
1.07K
$26.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-235- 1.36% |
$15K - $15.9K
|
17.1K
$427K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-230- 1.2% |
$14.7K - $15.5K
|
18.9K
$471K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-155- 4.46% |
$9.9K - $10.5K
|
3.32K
$82.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-148- 3.9% |
$9.45K - $10K
|
3.64K
$90.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-110- 4.12% |
$7.03K - $7.43K
|
2.56K
$63.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-98- 1.49% |
$6.26K - $6.62K
|
6.47K
$162K
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-83- 2.35% |
$5.3K - $5.61K
|
3.45K
$86.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-30- 6.79% |
$1.92K - $2.03K
|
412
$10.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 6.91% |
$1.72K - $1.82K
|
364
$9.09K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-12- 0.05% |
$766 - $811
|
23.2K
$580K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9- 0.98% |
$575 - $608
|
907
$22.6K
|
|
| Q1 2024 | |||||||
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-38.8K- 97.51% |
$2.36M - $2.62M
|
991
$24.7K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-19.6K- 57.41% |
$1.19M - $1.32M
|
14.5K
$362K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-9.61K- 2.46% |
$585K - $647K
|
380K
$9.5M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.62K- 24.66% |
$159K - $176K
|
7.99K
$199K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.17K- 21.76% |
$132K - $146K
|
7.79K
$195K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-885- 7.7% |
$53.9K - $59.6K
|
10.6K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-863- 13.34% |
$52.5K - $58.2K
|
5.61K
$140K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-828- 20.99% |
$50.4K - $55.8K
|
3.12K
$77.8K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-166- 32.87% |
$10.1K - $11.2K
|
339
$8.46K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-151- 68.33% |
$9.19K - $10.2K
|
70
$1.75K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-107- 3.16% |
$6.52K - $7.21K
|
3.28K
$81.9K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-104- 40.94% |
$6.33K - $7.01K
|
150
$3.74K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-62- 49.6% |
$3.78K - $4.18K
|
63
$1.57K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-46- 2.53% |
$2.8K - $3.1K
|
1.78K
$44.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-45- 5.94% |
$2.74K - $3.03K
|
713
$17.8K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-32- 1.67% |
$1.95K - $2.16K
|
1.89K
$47.1K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.43K- 41.61% |
$290K - $337K
|
7.61K
$190K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.95K- 55.4% |
$265K - $307K
|
3.99K
$99.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.31K- 5.66% |
$177K - $206K
|
55.2K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-380- 41.58% |
$20.3K - $23.6K
|
534
$13.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-166- 22.4% |
$8.87K - $10.3K
|
575
$14.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99- 64.29% |
$5.29K - $6.15K
|
55
$1.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-74- 1.81% |
$3.96K - $4.6K
|
4.01K
$100K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-37- 0.42% |
$1.98K - $2.3K
|
8.82K
$220K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-19- 2.34% |
$1.02K - $1.18K
|
794
$19.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 5.26% |
$160 - $186
|
54
$1.35K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-33.8K- 23.4% |
$1.88M - $2.02M
|
110K
$2.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-10.4K- 71.87% |
$580K - $621K
|
4.07K
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-453- 2.05% |
$25.3K - $27.1K
|
21.6K
$540K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-444- 65.78% |
$24.8K - $26.5K
|
231
$5.77K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-422- 6.09% |
$23.6K - $25.2K
|
6.51K
$163K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-395- 67.06% |
$22K - $23.6K
|
194
$4.84K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-306- 32.28% |
$17.1K - $18.3K
|
642
$16K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-274- 3.71% |
$15.3K - $16.4K
|
7.12K
$178K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-177- 4.71% |
$9.88K - $10.6K
|
3.58K
$89.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-146- 66.97% |
$8.15K - $8.73K
|
72
$1.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-15- 0.27% |
$837 - $897
|
5.47K
$137K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-589- 11.9% |
$31.7K - $33.9K
|
4.36K
$109K
|
|