Latest Institutional Sells of Schwab Fundamental U S Small C (FNDA)

FNDA Quotes by TradingView

This list provides information on the latest institutional transactions involving Schwab Fundamental U S Small C (FNDA) 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
Oct 22, 2021 Q3 2021
Trust CO Of Vermont

SELL
 -
-101
Closed
$5.09K - $5.54K
0 $0
Oct 12, 2021 Q3 2021
Focused Wealth Management, Inc

SELL
 -
-30
- 49.18%
$1.51K - $1.65K
31 $952
Nov 02, 2021 Q3 2021
Hbc Financial Services, Pllc

SELL
 -
-14
Closed
$706 - $769
0 $0
Nov 07, 2023 Q3 2021
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
0
Closed
$0 - $0
0 $0
Q2 2021
Jan 09, 2024 Q2 2021
Financial Perspectives, Inc

Minneapolis, MN
SELL
 -
-27K
- 98.03%
$1.37M - $1.51M
544 $16.7K
Aug 06, 2021 Q2 2021
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-22.8K
Closed
$1.15M - $1.28M
0 $0
Aug 16, 2021 Q2 2021
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-5.7K
Closed
$288K - $319K
0 $0
Jul 20, 2021 Q2 2021
Abacus Planning Group, Inc.

SELL
 -
-4.61K
Closed
$233K - $259K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-3.54K
Closed
$179K - $198K
0 $0
Jul 27, 2021 Q2 2021
Litman Gregory Wealth Management LLC

SELL
 -
-2.5K
Closed
$126K - $140K
0 $0
Aug 09, 2021 Q2 2021
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-606
Closed
$30.6K - $34K
0 $0
Aug 17, 2021 Q2 2021
Hm Payson & CO

Portland, ME
SELL
 -
-232
- 95.87%
$11.7K - $13K
10 $307
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-102
Closed
$5.15K - $5.72K
0 $0
Aug 04, 2021 Q2 2021
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-49
Closed
$2.48K - $2.75K
0 $0
Q1 2021
Apr 16, 2021 Q1 2021
Fort Pitt Capital Group, LLC

SELL
 -
-1.54K
Closed
$65.4K - $82.5K
0 $0
May 13, 2021 Q1 2021
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-358
Closed
$15.2K - $19.1K
0 $0
May 14, 2021 Q1 2021
Acima Private Wealth, LLC

Richmond, VA
SELL
 -
-259
Closed
$11K - $13.8K
0 $0
May 13, 2021 Q1 2021
Cabana LLC

Fayetteville, AR
SELL
 -
-106
Closed
$4.49K - $5.66K
0 $0
Q4 2020
Feb 10, 2021 Q4 2020
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-62.6K
Closed
$2.1M - $2.69M
0 $0
Feb 11, 2021 Q4 2020
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-6.82K
Closed
$229K - $294K
0 $0
Jan 19, 2021 Q4 2020
Miracle Mile Advisors, LLC

SELL
 -
-6.78K
Closed
$227K - $292K
0 $0
Feb 12, 2021 Q4 2020
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-2.26K
Closed
$75.6K - $97.1K
0 $0
Feb 09, 2021 Q4 2020
Spectrum Management Group, LLC

SELL
 -
-791
Closed
$26.5K - $34K
0 $0
Mar 05, 2021 Q4 2020
Catalyst Private Wealth, LLC

SELL
 -
-568
Closed
$19K - $24.4K
0 $0
Jan 15, 2021 Q4 2020
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-325
Closed
$10.9K - $14K
0 $0
Mar 05, 2021 Q4 2020
Jeppson Wealth Management, LLC

SELL
 -
-250
Closed
$8.38K - $10.8K
0 $0
Q3 2020
Nov 06, 2020 Q3 2020
Trexquant Investment LP

Stamford, CT
SELL
 -
-11.4K
Closed
$348K - $404K
0 $0
Nov 16, 2020 Q3 2020
Two Sigma Securities, LLC

New York, NY
SELL
 -
-7.64K
Closed
$234K - $271K
0 $0
Oct 27, 2020 Q3 2020
Financial Advantage, Inc.

SELL
 -
-453
Closed
$13.9K - $16.1K
0 $0
Nov 12, 2020 Q3 2020
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-419
- 50.06%
$12.8K - $14.9K
418 $12.8K
Oct 27, 2020 Q3 2020
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-419
Closed
$12.8K - $14.9K
0 $0
Oct 21, 2020 Q3 2020
Edge Wealth Management LLC

SELL
 -
-218
Closed
$6.67K - $7.74K
0 $0
Q2 2020
Jul 29, 2020 Q2 2020
Slate Stone Wealth, LLC

SELL
 -
-21.7K
Closed
$515K - $780K
0 $0
Jul 27, 2020 Q2 2020
Berkshire Money Management, Inc.

SELL
 -
-2.33K
Closed
$55.2K - $83.7K
0 $0
Jul 28, 2020 Q2 2020
Baystate Wealth Management LLC

SELL
 -
-952
Closed
$22.6K - $34.2K
0 $0
Jul 27, 2020 Q2 2020
S.A. Mason LLC

SELL
 -
-445
Closed
$10.5K - $16K
0 $0
Q1 2020
Aug 14, 2020 Q1 2020
Ackerman Capital Advisors, LLC

SELL
 -
-118K
Closed
$2.67M - $4.82M
0 $0
Apr 23, 2020 Q1 2020
Lvw Advisors, LLC

SELL
 -
-87.6K
Closed
$1.98M - $3.57M
0 $0
Apr 10, 2020 Q1 2020
Mokosak Advisory Group, LLC

SELL
 -
-73.6K
Closed
$1.66M - $3M
0 $0
Apr 30, 2020 Q1 2020
Strategic Advisors LLC

SELL
 -
-42K
Closed
$949K - $1.71M
0 $0
Apr 21, 2020 Q1 2020
West Coast Financial LLC

SELL
 -
-19.4K
Closed
$438K - $791K
0 $0
May 14, 2020 Q1 2020
Independent Advisor Alliance

SELL
 -
-6.94K
Closed
$157K - $283K
0 $0
Apr 16, 2020 Q1 2020
First National Corp

SELL
 -
-6.74K
Closed
$152K - $274K
0 $0
Apr 22, 2020 Q1 2020
Sol Capital Management CO

SELL
 -
-6.41K
Closed
$145K - $261K
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-5.63K
Closed
$127K - $230K
0 $0
Apr 15, 2020 Q1 2020
Foresight Wealth Management, LLC

SELL
 -
-5.1K
Closed
$115K - $208K
0 $0
May 11, 2020 Q1 2020
Ironsides Asset Advisors, LLC

Rocky Mount, NC
SELL
 -
-5K
Closed
$113K - $204K
0 $0
Apr 20, 2020 Q1 2020
Firestone Capital Management

SELL
 -
-726
Closed
$16.4K - $29.6K
0 $0
May 18, 2020 Q1 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-345
Closed
$7.78K - $14.1K
0 $0

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