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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.96K- 28.8% |
$196K - $221K
|
14.7K
$524K
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-5.83K- 1.92% |
$192K - $217K
|
299K
$10.6M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.7K- 88.62% |
$188K - $212K
|
732
$26K
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.64K- 8.65% |
$186K - $210K
|
59.6K
$2.12M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.36K- 1.21% |
$176K - $199K
|
437K
$15.5M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-5.29K- 1.43% |
$174K - $197K
|
366K
$13M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.29K- 6.1% |
$174K - $197K
|
81.5K
$2.9M
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-5.15K- 30.75% |
$170K - $191K
|
11.6K
$413K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.94K- 0.33% |
$162K - $183K
|
1.5M
$53.4M
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-4.86K- 3.67% |
$160K - $181K
|
128K
$4.54M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.84K- 10.06% |
$159K - $180K
|
43.3K
$1.54M
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4.56K- 2.77% |
$150K - $169K
|
160K
$5.69M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.51K- 30.53% |
$148K - $167K
|
10.3K
$365K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.05K- 17.46% |
$133K - $150K
|
19.1K
$681K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.89K- 36.26% |
$128K - $145K
|
6.84K
$243K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.76K- 17.86% |
$124K - $140K
|
17.3K
$614K
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.74K- 1.64% |
$123K - $139K
|
225K
$7.98M
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-3.69K- 18.5% |
$121K - $137K
|
16.3K
$578K
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3.26K- 3.04% |
$107K - $121K
|
104K
$3.7M
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.85K- 3.12% |
$93.7K - $106K
|
88.3K
$3.14M
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 0.53% |
$91.6K - $103K
|
523K
$18.6M
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.65K- 5.79% |
$87.3K - $98.5K
|
43.1K
$1.53M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.59K- 11.66% |
$85.2K - $96.1K
|
19.6K
$697K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.48K- 18.11% |
$81.5K - $92K
|
11.2K
$398K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.33K- 18.72% |
$76.7K - $86.6K
|
10.1K
$360K
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-2.31K- 4.43% |
$75.9K - $85.6K
|
49.7K
$1.77M
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.1K- 1.55% |
$69K - $77.8K
|
133K
$4.72M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.98K- 0.22% |
$65K - $73.4K
|
898K
$31.9M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.81K- 0.81% |
$59.5K - $67.1K
|
220K
$7.84M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.68K- 24.19% |
$55.3K - $62.4K
|
5.27K
$187K
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.65K- 2.85% |
$54.3K - $61.3K
|
56.3K
$2M
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.48K- 1.08% |
$48.7K - $55K
|
136K
$4.83M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 20.44% |
$48.7K - $54.9K
|
5.76K
$205K
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.44K- 2.35% |
$47.5K - $53.6K
|
60K
$2.13M
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-1.37K- 3.06% |
$45K - $50.7K
|
43.3K
$1.54M
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.18K- 13.87% |
$38.7K - $43.7K
|
7.31K
$260K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.16K- 0.17% |
$38.2K - $43.1K
|
699K
$24.9M
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.12K- 2.65% |
$36.7K - $41.4K
|
41K
$1.46M
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.1K- 7.33% |
$36.2K - $40.9K
|
13.9K
$495K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.05K- 87.59% |
$34.4K - $38.8K
|
148
$5.26K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.01K- 0.98% |
$33.2K - $37.5K
|
102K
$3.63M
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-997- 6.23% |
$32.8K - $37K
|
15K
$534K
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-890- 13.81% |
$29.3K - $33.1K
|
5.56K
$198K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-850- 4.0% |
$28K - $31.6K
|
20.4K
$726K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-813- 9.48% |
$26.8K - $30.2K
|
7.77K
$276K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-775- 2.11% |
$25.5K - $28.8K
|
36K
$1.28M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-765- 7.62% |
$25.2K - $28.4K
|
9.27K
$330K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-752- 3.83% |
$24.8K - $27.9K
|
18.9K
$672K
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-745- 2.21% |
$24.5K - $27.7K
|
33K
$1.17M
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-742- 33.97% |
$24.4K - $27.6K
|
1.44K
$51.3K
|