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 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-223- 1.12% |
$7.51K - $8.41K
|
19.7K
$680K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.3KNew |
$685K - $767K
|
20.3K
$702K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
741+ 7.73% |
$24.9K - $27.9K
|
10.3K
$356K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-134K- 29.34% |
$4.5M - $5.04M
|
322K
$11.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
11.2KNew |
$375K - $420K
|
11.2K
$384K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20- 0.04% |
$673 - $754
|
53.5K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.81KNew |
$196K - $219K
|
5.81K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
827+ 2.17% |
$27.8K - $31.2K
|
38.9K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
5.47KNew |
$184K - $206K
|
5.47K
$188K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.32K+ 1.05% |
$44.4K - $49.7K
|
127K
$4.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.75KNew |
$92.4K - $104K
|
2.75K
$94.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.16K- 17.35% |
$39.1K - $43.8K
|
5.53K
$191K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
7.96KNew |
$268K - $300K
|
7.96K
$274K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
39+ 0.46% |
$1.31K - $1.47K
|
8.58K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
281New |
$9.46K - $10.6K
|
281
$9.69K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
866+ 7.73% |
$29.2K - $32.7K
|
12.1K
$416K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-1.58K- 1.32% |
$53K - $59.4K
|
118K
$4.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
87+ 2.36% |
$2.93K - $3.28K
|
3.77K
$130K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6+ 0.02% |
$202 - $226
|
32.5K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23New |
$774 - $867
|
23
$793
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.17K+ 215.41% |
$39.5K - $44.3K
|
1.72K
$59.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
63+ 450.0% |
$2.12K - $2.38K
|
77
$2.65K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6.23K- 3.18% |
$210K - $235K
|
190K
$6.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-50- 0.58% |
$1.68K - $1.89K
|
8.54K
$295K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.91K+ 40.8% |
$165K - $185K
|
16.9K
$584K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
744New |
$25.1K - $28.1K
|
744
$25.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.36K+ 19.45% |
$79.5K - $89K
|
14.5K
$500K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-61K- 8.01% |
$2.05M - $2.3M
|
701K
$24.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.06K+ 51.74% |
$103K - $115K
|
8.97K
$309K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11.7K+ 4.17% |
$392K - $439K
|
291K
$10M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.87K+ 6.65% |
$231K - $259K
|
110K
$3.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
10.8K+ 1.96% |
$365K - $409K
|
563K
$19.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.34K+ 1.51% |
$78.7K - $88.2K
|
157K
$5.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.1K- 13.18% |
$37K - $41.4K
|
7.23K
$249K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
452+ 99.78% |
$15.2K - $17K
|
905
$31.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
33New |
$1.11K - $1.24K
|
33
$1.14K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.27K- 2.0% |
$76.6K - $85.8K
|
111K
$3.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
271+ 3.43% |
$9.12K - $10.2K
|
8.17K
$282K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
179+ 2.54% |
$6.03K - $6.75K
|
7.23K
$249K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.7K+ 4.0% |
$1.1M - $1.23M
|
850K
$29.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.6K+ 225.33% |
$426K - $477K
|
18.2K
$629K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.22K- 22.69% |
$108K - $121K
|
11K
$378K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-623- 25.12% |
$21K - $23.5K
|
1.86K
$64K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.1K+ 16.28% |
$408K - $457K
|
86.6K
$2.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-5.92K- 13.9% |
$199K - $223K
|
36.7K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-73- 0.53% |
$2.46K - $2.75K
|
13.7K
$471K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7- 0.03% |
$236 - $264
|
21.3K
$733K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
7.55KNew |
$254K - $285K
|
7.55K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.23K- 18.25% |
$41.4K - $46.3K
|
5.51K
$190K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
416+ 54.1% |
$14K - $15.7K
|
1.19K
$40.9K
|