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 |
---|---|---|---|---|---|---|---|
Nov 05, 2020
Q3 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-219Closed |
$6.04K - $6.7K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-131Closed |
$3.61K - $4.01K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-121Closed |
$3.34K - $3.7K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-67Closed |
$1.85K - $2.05K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-42Closed |
$1.16K - $1.29K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-41Closed |
$1.13K - $1.26K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-34Closed |
$937 - $1.04K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 07, 2020
Q2 2020
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-200KClosed |
$4.44M - $5.89M
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-21.8KClosed |
$484K - $642K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Sharkey, Howes & Javer
|
SELL
|
- |
-16.8KClosed |
$373K - $495K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-11.6KClosed |
$258K - $342K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Sol Capital Management CO
|
SELL
|
- |
-10.1KClosed |
$225K - $299K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.86KClosed |
$41.3K - $54.9K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-391- 90.93% |
$8.69K - $11.5K
|
39
$1.37K
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-300Closed |
$6.67K - $8.85K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-158Closed |
$3.51K - $4.66K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 09, 2020
Q1 2020
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-343KClosed |
$7.05M - $11.5M
|
0
$0
|
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-92.4KClosed |
$1.9M - $3.09M
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-65KClosed |
$1.34M - $2.18M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-38.7KClosed |
$796K - $1.3M
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Lutz Financial Services LLC
|
SELL
|
- |
-28.4KClosed |
$585K - $952K
|
0
$0
|
|
Jun 18, 2020
Q1 2020
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-27.8KClosed |
$571K - $929K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-19.7KClosed |
$405K - $659K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-14.1KClosed |
$291K - $473K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-13.5KClosed |
$277K - $451K
|
0
$0
|
|
May 21, 2020
Q1 2020
|
Life Steps Financial, Inc.
|
SELL
|
- |
-9.77KClosed |
$201K - $327K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-9.54KClosed |
$196K - $319K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.77KClosed |
$139K - $226K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-6.73KClosed |
$138K - $225K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-400Closed |
$8.22K - $13.4K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-188Closed |
$3.87K - $6.29K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-176Closed |
$3.62K - $5.89K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-152Closed |
$3.13K - $5.09K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-36Closed |
$740 - $1.2K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1Closed |
$20.6 - $33.5
|
0
$0
|
|
Q4 2019 | |||||||
Jan 21, 2020
Q4 2019
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.1KClosed |
$514K - $568K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.38KClosed |
$252K - $279K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.16KClosed |
$216K - $238K
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.48KClosed |
$44.5K - $49.1K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-467Closed |
$14.1K - $15.5K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-50Closed |
$1.51K - $1.66K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-23Closed |
$693 - $765
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.64MClosed |
$49.9M - $51.2M
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Lvw Advisors, LLC
|
SELL
|
- |
-76.4KClosed |
$2.32M - $2.38M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.55KClosed |
$108K - $111K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-649Closed |
$19.7K - $20.3K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-138Closed |
$4.2K - $4.31K
|
0
$0
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-94Closed |
$2.86K - $2.93K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-25Closed |
$761 - $781
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-8Closed |
$243 - $250
|
0
$0
|