Latest Institutional Sells of Schwab Fundamental Intl Large (FNDF)
This list provides information on the latest institutional transactions involving Schwab Fundamental Intl Large (FNDF) 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-251K- 77.89% |
$8.26M - $9.32M
|
71.2K
$2.53M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-243K- 87.58% |
$8M - $9.03M
|
34.5K
$1.23M
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-231K- 31.4% |
$7.62M - $8.6M
|
505K
$18M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-200K- 3.16% |
$6.59M - $7.43M
|
6.12M
$218M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-142K- 4.35% |
$4.69M - $5.29M
|
3.13M
$111M
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-135K- 18.83% |
$4.44M - $5.01M
|
582K
$20.7M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-116K- 11.5% |
$3.83M - $4.32M
|
895K
$31.8M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-110K- 14.12% |
$3.62M - $4.08M
|
669K
$23.8M
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-109K- 43.11% |
$3.59M - $4.05M
|
144K
$5.12M
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-108K- 6.39% |
$3.55M - $4.01M
|
1.58M
$56.2M
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-102K- 19.08% |
$3.35M - $3.78M
|
431K
$15.3M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-79.3K- 20.77% |
$2.61M - $2.94M
|
302K
$10.8M
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-72.4K- 5.07% |
$2.38M - $2.69M
|
1.35M
$48.2M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-60.5K- 4.15% |
$1.99M - $2.25M
|
1.4M
$49.7M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-54K- 61.16% |
$1.78M - $2.01M
|
34.3K
$1.22M
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-46.5K- 7.74% |
$1.53M - $1.73M
|
554K
$19.7M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39.2K- 27.47% |
$1.29M - $1.46M
|
103K
$3.68M
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-35.9K- 16.94% |
$1.18M - $1.33M
|
176K
$6.26M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34.7K- 24.92% |
$1.14M - $1.29M
|
104K
$3.71M
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-34.3K- 17.18% |
$1.13M - $1.27M
|
165K
$5.88M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.7K- 47.58% |
$1.08M - $1.21M
|
36K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.7K- 3.27% |
$913K - $1.03M
|
822K
$29.2M
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-27.2K- 3.19% |
$897K - $1.01M
|
827K
$29.4M
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-25.6K- 3.01% |
$843K - $951K
|
826K
$29.4M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-23.2K- 22.15% |
$763K - $861K
|
81.5K
$2.9M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.9K- 99.9% |
$721K - $814K
|
23
$818
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-21.1K- 6.02% |
$694K - $783K
|
329K
$11.7M
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-19.8K- 1.06% |
$650K - $734K
|
1.85M
$65.6M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-17.9K- 43.24% |
$590K - $665K
|
23.5K
$836K
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16K- 46.21% |
$526K - $594K
|
18.6K
$662K
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-15.2K- 14.62% |
$502K - $566K
|
89.1K
$3.17M
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-13.7K- 16.55% |
$451K - $509K
|
69.1K
$2.46M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-13.5K- 27.93% |
$444K - $501K
|
34.8K
$1.24M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 30.94% |
$375K - $423K
|
25.4K
$903K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10.5K- 1.56% |
$345K - $390K
|
660K
$23.5M
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-10.4K- 19.28% |
$341K - $385K
|
43.4K
$1.54M
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-9.47K- 2.23% |
$312K - $352K
|
415K
$14.8M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.4K- 3.85% |
$309K - $349K
|
235K
$8.35M
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-8.86K- 6.98% |
$292K - $329K
|
118K
$4.2M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.71K- 40.0% |
$287K - $323K
|
13.1K
$464K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.34K- 7.01% |
$274K - $310K
|
111K
$3.93M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.81K- 16.59% |
$257K - $290K
|
39.2K
$1.4M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7.57K- 6.21% |
$249K - $281K
|
114K
$4.07M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.32K- 2.03% |
$241K - $272K
|
353K
$12.6M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.99K- 38.3% |
$230K - $260K
|
11.3K
$400K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-6.98K- 2.87% |
$230K - $259K
|
237K
$8.41M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.93K- 1.65% |
$228K - $257K
|
414K
$14.7M
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.73K- 2.69% |
$222K - $250K
|
243K
$8.65M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.25K- 37.49% |
$206K - $232K
|
10.4K
$371K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-6.23K- 3.52% |
$205K - $232K
|
171K
$6.08M
|