Latest Institutional Sells of Schwab Fundamental U S Large C (FNDX)

FNDX Quotes by TradingView

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 05, 2022 Q2 2022
Concorde Asset Management, LLC

SELL
 -
-14.9K
Closed
$743K - $883K
0 $0
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-14.4K
- 30.6%
$717K - $852K
32.6K $814K
Jul 19, 2022 Q2 2022
Lion Street Advisors, LLC

SELL
 -
-9.83K
Closed
$491K - $583K
0 $0
Aug 05, 2022 Q2 2022
Ascent Group, LLC

SELL
 -
-8.72K
Closed
$435K - $517K
0 $0
Jul 17, 2024 Q2 2022
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-7.38K
Closed
$369K - $438K
0 $0
Jul 28, 2022 Q2 2022
Latitude Advisors, LLC

SELL
 -
-7.22K
Closed
$361K - $428K
0 $0
Aug 11, 2022 Q2 2022
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-5.14K
Closed
$257K - $305K
0 $0
Jul 27, 2022 Q2 2022
Rs Crum Inc.

SELL
 -
-5K
Closed
$250K - $296K
0 $0
Aug 05, 2022 Q2 2022
Fort Washington Investment Advisors Inc

SELL
 -
-4.86K
Closed
$242K - $288K
0 $0
Jul 26, 2022 Q2 2022
Independent Wealth Network Inc.

SELL
 -
-4.72K
Closed
$236K - $280K
0 $0
Aug 11, 2022 Q2 2022
Randolph CO Inc

Cincinnati, OH
SELL
 -
-4.39K
Closed
$219K - $260K
0 $0
Jul 27, 2022 Q2 2022
Clear Creek Financial Management, LLC

SELL
 -
-4.14K
Closed
$207K - $245K
0 $0
Aug 02, 2022 Q2 2022
Pinnacle Associates LTD

SELL
 -
-4.06K
Closed
$202K - $240K
0 $0
Jul 22, 2022 Q2 2022
Sns Financial Group, LLC

SELL
 -
-3.79K
Closed
$189K - $225K
0 $0
Aug 09, 2022 Q2 2022
Summitry LLC

Foster City, CA
SELL
 -
-3.59K
Closed
$179K - $213K
0 $0
Jul 26, 2022 Q2 2022
Meridian Wealth Advisors, LLC

SELL
 -
-3.55K
Closed
$177K - $210K
0 $0
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-2.38K
Closed
$119K - $141K
0 $0
Jul 20, 2022 Q2 2022
Mc Carthy Asset Management, Inc.

SELL
 -
-1.51K
Closed
$75.5K - $89.7K
0 $0
Aug 08, 2022 Q2 2022
Lansing Street Advisors

SELL
 -
-865
Closed
$43.2K - $51.3K
0 $0
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-405
Closed
$20.2K - $24K
0 $0
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-392
Closed
$19.6K - $23.2K
0 $0
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-323
Closed
$16.1K - $19.2K
0 $0
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-208
- 53.06%
$10.4K - $12.3K
184 $4.6K
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-193
Closed
$9.64K - $11.4K
0 $0
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-153
Closed
$7.64K - $9.07K
0 $0
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

SELL
 -
-50
Closed
$2.5K - $2.96K
0 $0
Jul 29, 2022 Q2 2022
West Hill Financial Advisors, Inc.

SELL
 -
-25
- 4.66%
$1.25K - $1.48K
511 $12.8K
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-2
Closed
$99.9 - $119
0 $0
Aug 02, 2022 Q2 2022
Blue Bell Private Wealth Management, LLC

SELL
 -
-2
Closed
$99.9 - $119
0 $0
Q1 2022
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
SELL
 -
-6.65K
Closed
$369K - $398K
0 $0
May 11, 2022 Q1 2022
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-4.51K
Closed
$250K - $270K
0 $0
Apr 12, 2022 Q1 2022
Calton & Associates, Inc.

SELL
 -
-4.22K
Closed
$234K - $253K
0 $0
May 16, 2022 Q1 2022
Angeles Investment Advisors, LLC

SELL
 -
-1.46K
Closed
$80.9K - $87.5K
0 $0
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-1.37K
Closed
$75.9K - $82.1K
0 $0
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-1.24K
Closed
$68.4K - $74K
0 $0
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-954
Closed
$52.9K - $57.1K
0 $0
May 13, 2022 Q1 2022
Franklin Resources Inc

San Mateo, CA
SELL
 -
-606
Closed
$33.6K - $36.3K
0 $0
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

SELL
 -
-139
Closed
$7.7K - $8.33K
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-122
Closed
$6.76K - $7.31K
0 $0
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

SELL
 -
-122
Closed
$6.76K - $7.31K
0 $0
May 06, 2022 Q1 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-100
- 8.98%
$5.54K - $5.99K
1.01K $25.3K
May 12, 2022 Q1 2022
Bison Wealth, LLC

SELL
 -
-68
Closed
$3.77K - $4.07K
0 $0
May 11, 2022 Q1 2022
Andrew Hill Investment Advisors, Inc.

Naples, FL
SELL
 -
-40
Closed
$2.22K - $2.4K
0 $0
May 13, 2022 Q1 2022
Pin Oak Investment Advisors Inc

Houston, TX
SELL
 -
-28
Closed
$1.55K - $1.68K
0 $0
Apr 21, 2022 Q1 2022
Cordasco Financial Network

SELL
 -
-20
Closed
$1.11K - $1.2K
0 $0
Q4 2021
Feb 14, 2022 Q4 2021
Kensington Investment Counsel, LLC

SELL
 -
-4.65K
Closed
$253K - $273K
0 $0
Jan 31, 2022 Q4 2021
Steel Peak Wealth Management LLC

SELL
 -
-4.05K
Closed
$220K - $238K
0 $0
Feb 10, 2022 Q4 2021
Inscription Capital, LLC

Houston, TX
SELL
 -
-3.78K
Closed
$206K - $222K
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-849
Closed
$46.2K - $49.9K
0 $0

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