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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-321Closed |
$9.02K - $10.4K
|
0
$0
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1K+ 6.3% |
$28.1K - $32.5K
|
16.9K
$582K
|
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6.64KNew |
$187K - $216K
|
6.64K
$229K
|
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-324- 2.4% |
$9.1K - $10.5K
|
13.2K
$455K
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
17.3KNew |
$487K - $563K
|
17.3K
$597K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-197- 29.54% |
$5.54K - $6.41K
|
470
$16.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-892- 10.79% |
$25.1K - $29K
|
7.37K
$254K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
26New |
$731 - $846
|
26
$896
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-6.6KClosed |
$185K - $215K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-25.4KClosed |
$715K - $827K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-402Closed |
$11.3K - $13.1K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-21.1K- 62.0% |
$592K - $685K
|
12.9K
$445K
|
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-140- 1.38% |
$3.93K - $4.55K
|
10K
$346K
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-6.44KClosed |
$181K - $209K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6KNew |
$169K - $195K
|
6K
$207K
|
|
|
Aug 08, 2022
Q2 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-25.4KClosed |
$712K - $824K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.3KClosed |
$36.6K - $42.3K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-6.45KClosed |
$181K - $210K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6.27KClosed |
$176K - $204K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.62KClosed |
$45.6K - $52.7K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.37% |
$56.2 - $65
|
536
$18.5K
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-90- 34.88% |
$2.53K - $2.93K
|
168
$5.79K
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
488KNew |
$13.7M - $15.9M
|
488K
$16.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
95New |
$2.67K - $3.09K
|
95
$3.28K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
401+ 5.79% |
$11.3K - $13K
|
7.32K
$253K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-261Closed |
$7.33K - $8.49K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-192- 2.51% |
$5.4K - $6.24K
|
7.46K
$257K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.5KClosed |
$42.1K - $48.7K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-30Closed |
$843 - $976
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-158Closed |
$4.44K - $5.14K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
206New |
$5.79K - $6.7K
|
206
$7.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
166New |
$4.66K - $5.4K
|
166
$5.72K
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-46.6KClosed |
$1.31M - $1.52M
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-10KClosed |
$282K - $327K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-108Closed |
$3.21K - $3.68K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$2.97K - $3.41K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-499Closed |
$14.8K - $17K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.05KClosed |
$60.9K - $70K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-468Closed |
$13.9K - $16K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-39Closed |
$1.16K - $1.33K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-404Closed |
$12K - $13.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.37KClosed |
$219K - $251K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-84Closed |
$2.49K - $2.87K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-96Closed |
$2.85K - $3.28K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-45Closed |
$1.34K - $1.54K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-123Closed |
$3.65K - $4.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-824KClosed |
$24.5M - $28.1M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-18.6KClosed |
$552K - $634K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
202New |
$6K - $6.89K
|
202
$6.96K
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-6.19KClosed |
$184K - $211K
|
0
$0
|
|