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 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-539- 51.78% |
$34.4K - $36.4K
|
502
$12.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 46.86% |
$31.9K - $33.8K
|
567
$14.2K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-324- 79.22% |
$20.7K - $21.9K
|
85
$2.12K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-285- 8.43% |
$18.2K - $19.3K
|
3.09K
$77.3K
|
|
|
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
$22.7K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-9.61K- 2.46% |
$585K - $647K
|
380K
$9.5M
|
|
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-4.12KClosed |
$251K - $278K
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3.97K- 66.67% |
$242K - $268K
|
1.99K
$49.6K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.17K- 21.76% |
$132K - $146K
|
7.79K
$195K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-151- 68.33% |
$9.19K - $10.2K
|
70
$1.75K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.43K- 41.61% |
$290K - $337K
|
7.61K
$190K
|
|
|
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
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99- 64.29% |
$5.29K - $6.15K
|
55
$1.37K
|
|
| 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 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-306- 32.28% |
$17.1K - $18.3K
|
642
$16K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-177- 4.71% |
$9.88K - $10.6K
|
3.58K
$89.5K
|
|
|
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
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-574- 14.13% |
$30.9K - $33.1K
|
3.49K
$87.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-14- 3.69% |
$754 - $806
|
365
$9.12K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-260K- 95.24% |
$13.7M - $15M
|
13K
$324K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5.33KClosed |
$280K - $306K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.1K- 35.03% |
$268K - $294K
|
9.47K
$236K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-4.01K- 80.88% |
$210K - $231K
|
948
$23.7K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.24K- 73.02% |
$170K - $186K
|
1.2K
$29.9K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.62K- 99.69% |
$84.9K - $93K
|
5
$125
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 24.92% |
$80.1K - $87.8K
|
4.6K
$115K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-755- 5.32% |
$39.6K - $43.4K
|
13.4K
$336K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-348- 96.13% |
$18.3K - $20K
|
14
$350
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2- 0.05% |
$105 - $115
|
3.96K
$98.9K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-8.17K- 8.57% |
$396K - $462K
|
87.2K
$2.18M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-240Closed |
$11.6K - $13.6K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.96K- 88.58% |
$475K - $565K
|
1.28K
$32.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.15K- 2.08% |
$246K - $293K
|
243K
$6.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.92K- 44.63% |
$187K - $223K
|
4.87K
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-94- 89.52% |
$4.49K - $5.34K
|
11
$275
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-83- 98.81% |
$3.96K - $4.71K
|
1
$25
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-206KClosed |
$10.3M - $12.2M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-153KClosed |
$7.63M - $9.06M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-72.1KClosed |
$3.6M - $4.28M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-66.5KClosed |
$3.32M - $3.94M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-30.2KClosed |
$1.51M - $1.79M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-27.2KClosed |
$1.36M - $1.61M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-14.9KClosed |
$743K - $883K
|
0
$0
|
|