Latest Institutional Transactions on Schwab Fundamental Intl Large (FNDF)
This table provides information on the latest institutional transactions involving Schwab Fundamental Intl Large (FNDF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
440+ 0.47% |
$13.3K - $14.9K
|
94.6K
$3.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-198- 2.39% |
$5.99K - $6.69K
|
8.08K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.1KNew |
$33.4K - $37.3K
|
1.1K
$38.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
34+ 2.39% |
$1.03K - $1.15K
|
1.45K
$50.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
352New |
$10.6K - $11.9K
|
352
$12.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
8.54KNew |
$258K - $288K
|
8.54K
$297K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
142New |
$4.29K - $4.8K
|
142
$4.94K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
7.04KNew |
$213K - $238K
|
7.04K
$245K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
725New |
$21.9K - $24.5K
|
725
$25.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
627+ 277.43% |
$19K - $21.2K
|
853
$29.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.79KNew |
$54K - $60.3K
|
1.79K
$62.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.15K- 52.31% |
$34.6K - $38.7K
|
1.04K
$36.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
6.52K+ 585.37% |
$197K - $220K
|
7.64K
$265K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
165New |
$4.99K - $5.57K
|
165
$5.74K
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-41- 0.48% |
$1.24K - $1.38K
|
8.57K
$298K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.37K- 31.8% |
$102K - $114K
|
7.23K
$251K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
132New |
$3.99K - $4.46K
|
132
$4.59K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
479New |
$14.5K - $16.2K
|
479
$16.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-156- 14.12% |
$4.72K - $5.27K
|
949
$33K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.11KNew |
$63.8K - $71.3K
|
2.11K
$73.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-765- 72.17% |
$23.1K - $25.8K
|
295
$10.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
57New |
$1.72K - $1.92K
|
57
$1.98K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 5.66% |
$90.7 - $101
|
50
$1.74K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
890New |
$26.9K - $30.1K
|
890
$30.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-25.9K- 36.68% |
$783K - $875K
|
44.7K
$1.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-4.06K- 2.05% |
$123K - $137K
|
194K
$6.73M
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
107New |
$3.37K - $3.59K
|
107
$3.72K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
42New |
$1.32K - $1.41K
|
42
$1.46K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
250New |
$7.88K - $8.39K
|
250
$8.69K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.08KNew |
$34.1K - $36.3K
|
1.08K
$37.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
39+ 63.93% |
$1.23K - $1.31K
|
100
$3.48K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.6K- 5.59% |
$50.4K - $53.7K
|
27K
$940K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
417New |
$13.1K - $14K
|
417
$14.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-16.9K- 71.53% |
$532K - $566K
|
6.72K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
421K+ 789.93% |
$13.3M - $14.1M
|
475K
$16.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-9.5K- 88.78% |
$299K - $319K
|
1.2K
$41.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-402- 85.35% |
$12.7K - $13.5K
|
69
$2.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
186+ 14.27% |
$5.86K - $6.24K
|
1.49K
$51.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.86KNew |
$216K - $230K
|
6.86K
$238K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
161New |
$5.07K - $5.4K
|
161
$5.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
13.9K+ 4.9% |
$439K - $468K
|
299K
$10.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
35.4KNew |
$1.12M - $1.19M
|
35.4K
$1.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.45K+ 3.74% |
$45.8K - $48.7K
|
40.3K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.9K+ 22.62% |
$91.3K - $97.2K
|
15.7K
$546K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.75KNew |
$55K - $58.6K
|
1.75K
$60.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
30.2KNew |
$952K - $1.01M
|
30.2K
$1.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
100+ 0.97% |
$3.15K - $3.35K
|
10.4K
$362K
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.49K+ 8.57% |
$110K - $117K
|
44.2K
$1.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
18New |
$567 - $604
|
18
$626
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
86New |
$2.71K - $2.88K
|
86
$2.99K
|
|