Latest Institutional Sells of Schwab Fundamental Intl Small (FNDC)
This list provides information on the latest institutional transactions involving Schwab Fundamental Intl Small (FNDC) 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 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-179- 1.19% |
$5.79K - $6.12K
|
14.8K
$520K
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-132- 27.1% |
$4.27K - $4.51K
|
355
$12.4K
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-16- 4.8% |
$517 - $547
|
317
$11.1K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-5- 5.81% |
$162 - $171
|
81
$2.84K
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1- 0.02% |
$32.3 - $34.2
|
6.43K
$225K
|
|
Q1 2023 | |||||||
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-129Closed |
$4.03K - $4.4K
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 8.16% |
$125 - $136
|
45
$1.58K
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14.4KClosed |
$389K - $464K
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.01K- 21.83% |
$54K - $64.4K
|
7.18K
$252K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-53- 13.32% |
$1.43K - $1.7K
|
345
$12.1K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.95K- 27.13% |
$107K - $129K
|
10.6K
$372K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-356- 57.98% |
$9.64K - $11.6K
|
258
$9.04K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-80- 89.89% |
$2.17K - $2.62K
|
9
$315
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-31- 96.88% |
$840 - $1.01K
|
1
$35
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-86.7KClosed |
$2.61M - $3.1M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.12KClosed |
$274K - $326K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.77KClosed |
$264K - $314K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.2KClosed |
$187K - $222K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-5.69KClosed |
$171K - $204K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.68K- 98.94% |
$50.6K - $60.2K
|
18
$631
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.1KClosed |
$33.1K - $39.4K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-354- 4.77% |
$10.7K - $12.7K
|
7.06K
$248K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-291Closed |
$8.76K - $10.4K
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-117Closed |
$3.52K - $4.19K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-112Closed |
$3.37K - $4.01K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-111Closed |
$3.34K - $3.97K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-60Closed |
$1.81K - $2.15K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-53Closed |
$1.6K - $1.9K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-15Closed |
$452 - $537
|
0
$0
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9Closed |
$271 - $322
|
0
$0
|
|
Q1 2022 | |||||||
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.8KClosed |
$226K - $258K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.6KClosed |
$219K - $251K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.54KClosed |
$184K - $211K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.81KClosed |
$93.4K - $107K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.24KClosed |
$41.2K - $47.1K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-886- 4.81% |
$29.5K - $33.7K
|
17.5K
$614K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-224Closed |
$7.45K - $8.51K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$6.65K - $7.6K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-193Closed |
$6.42K - $7.33K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-182Closed |
$6.05K - $6.92K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-59Closed |
$1.96K - $2.24K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-51Closed |
$1.7K - $1.94K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-45Closed |
$1.5K - $1.71K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-43Closed |
$1.43K - $1.63K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-35Closed |
$1.16K - $1.33K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-22Closed |
$731 - $836
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10Closed |
$332 - $380
|
0
$0
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-23.2KClosed |
$839K - $925K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.52KClosed |
$345K - $380K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-5.2KClosed |
$188K - $208K
|
0
$0
|