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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 5.03% |
$65.6K - $73.5K
|
36.8K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.82K+ 46.43% |
$263K - $295K
|
24.7K
$850K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
235K+ 139.46% |
$7.9M - $8.85M
|
403K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-142K- 97.82% |
$4.79M - $5.37M
|
3.17K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.45K- 10.25% |
$48.7K - $54.5K
|
12.7K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-298- 84.9% |
$10K - $11.2K
|
53
$1.83K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.25K- 8.28% |
$143K - $160K
|
47K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.79KNew |
$60.3K - $67.5K
|
1.79K
$61.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 1.71% |
$67.3 - $75.4
|
119
$4.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
300New |
$10.1K - $11.3K
|
300
$10.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
127New |
$4.28K - $4.79K
|
127
$4.38K
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
59+ 0.81% |
$1.99K - $2.22K
|
7.37K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
36+ 16.44% |
$1.21K - $1.36K
|
255
$8.79K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.17M- 98.35% |
$39.5M - $44.2M
|
19.7K
$678K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.77% |
$33.7 - $37.7
|
131
$4.52K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
25+ 0.25% |
$842 - $943
|
10.2K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
23.2K+ 1.17% |
$782K - $876K
|
2M
$69M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 1.14% |
$35.4K - $39.7K
|
91.2K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.8K+ 61.93% |
$161K - $181K
|
12.5K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.15% |
$673 - $754
|
13.4K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.16K- 16.59% |
$140K - $157K
|
20.9K
$721K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.75K+ 81.1% |
$328K - $367K
|
21.8K
$750K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.1KNew |
$912K - $1.02M
|
27.1K
$934K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-72.8K- 1.14% |
$2.45M - $2.75M
|
6.32M
$218M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.73K+ 1.0% |
$327K - $367K
|
980K
$33.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.2K- 11.38% |
$73.9K - $82.8K
|
17.1K
$589K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.2K+ 4.47% |
$1.12M - $1.25M
|
775K
$26.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
5.53KNew |
$186K - $208K
|
5.53K
$191K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.62K+ 10.43% |
$189K - $212K
|
59.4K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.13K- 11.13% |
$38.1K - $42.7K
|
9.03K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13.9K+ 2.22% |
$467K - $523K
|
639K
$22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70K+ 8.97% |
$2.36M - $2.64M
|
850K
$29.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.2K+ 138.39% |
$411K - $460K
|
21K
$725K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
193+ 1.23% |
$6.5K - $7.28K
|
15.9K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.1K+ 20.98% |
$172K - $192K
|
29.4K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
869+ 3.45% |
$29.3K - $32.8K
|
26K
$897K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.21K+ 1.58% |
$74.5K - $83.5K
|
143K
$4.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.85K+ 5.05% |
$95.8K - $107K
|
59.2K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
36.3K+ 63.18% |
$1.22M - $1.37M
|
93.7K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.7K+ 2.33% |
$192K - $215K
|
250K
$8.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
26.3KNew |
$886K - $993K
|
26.3K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.14KNew |
$240K - $269K
|
7.14K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-18- 1.39% |
$606 - $679
|
1.28K
$44.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-16K- 71.9% |
$540K - $605K
|
6.27K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.8K+ 51.57% |
$330K - $370K
|
28.8K
$993K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-192- 2.89% |
$6.46K - $7.24K
|
6.45K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.54M+ 1.13% |
$51.9M - $58.1M
|
138M
$4.76B
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-146- 0.92% |
$4.92K - $5.51K
|
15.8K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
17.1K+ 25.94% |
$574K - $643K
|
82.8K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
503K+ 13.31% |
$16.9M - $19M
|
4.28M
$148M
|