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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.27K- 2.0% |
$76.6K - $85.8K
|
111K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.83K- 14.66% |
$61.4K - $68.8K
|
10.6K
$378K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.68K- 18.49% |
$56.6K - $63.4K
|
7.41K
$263K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-1.58K- 1.32% |
$53K - $59.4K
|
118K
$4.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.23K- 18.25% |
$41.4K - $46.3K
|
5.51K
$196K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.16K- 17.35% |
$39.1K - $43.8K
|
5.53K
$197K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-967- 1.59% |
$32.6K - $36.5K
|
60K
$2.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-701- 5.8% |
$23.6K - $26.4K
|
11.4K
$405K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-669- 3.83% |
$22.5K - $25.2K
|
16.8K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-298- 84.9% |
$10K - $11.2K
|
53
$1.88K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-118- 0.64% |
$3.97K - $4.45K
|
18.2K
$648K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-76- 19.05% |
$2.56K - $2.87K
|
323
$11.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-73- 0.53% |
$2.46K - $2.75K
|
13.7K
$486K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.16M- 85.31% |
$39.5M - $42.2M
|
199K
$7.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-38.3K- 83.15% |
$1.31M - $1.4M
|
7.75K
$276K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-10.6KClosed |
$363K - $388K
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-9.7K- 52.47% |
$332K - $354K
|
8.78K
$312K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.91K- 3.95% |
$168K - $179K
|
119K
$4.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.31K- 6.78% |
$78.9K - $84.2K
|
31.7K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 17.1% |
$56.7K - $60.5K
|
8.04K
$286K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 13.41% |
$35.8K - $38.2K
|
6.76K
$240K
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-993- 2.86% |
$34K - $36.3K
|
33.8K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-985- 35.48% |
$33.7K - $36K
|
1.79K
$63.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-969- 1.58% |
$33.1K - $35.4K
|
60.5K
$2.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-400- 61.92% |
$13.7K - $14.6K
|
246
$8.75K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-170- 1.52% |
$5.81K - $6.21K
|
11K
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-84- 0.53% |
$2.87K - $3.07K
|
15.9K
$564K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-79- 1.68% |
$2.7K - $2.88K
|
4.62K
$164K
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-9- 0.15% |
$308 - $329
|
5.87K
$209K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-1- 0.01% |
$34.2 - $36.5
|
8.02K
$285K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-101K- 35.75% |
$3.28M - $3.58M
|
181K
$6.42M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-101K- 35.75% |
$3.28M - $3.58M
|
181K
$6.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.4K- 47.66% |
$794K - $868K
|
26.7K
$951K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.61K- 1.83% |
$281K - $307K
|
463K
$16.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.42K- 50.68% |
$209K - $229K
|
6.25K
$222K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.85K- 5.13% |
$92.8K - $102K
|
52.7K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.68K- 22.33% |
$87.3K - $95.5K
|
9.32K
$331K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.5K- 20.21% |
$81.6K - $89.3K
|
9.89K
$352K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.2K- 91.91% |
$71.8K - $78.6K
|
194
$6.9K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.9K- 21.4% |
$61.8K - $67.6K
|
6.96K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-541- 1.32% |
$17.6K - $19.3K
|
40.5K
$1.44M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-489- 89.23% |
$15.9K - $17.4K
|
59
$2.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-466- 16.62% |
$15.2K - $16.6K
|
2.34K
$83.1K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-314- 1.37% |
$10.2K - $11.2K
|
22.6K
$805K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-155- 40.26% |
$5.05K - $5.53K
|
230
$8.18K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-147- 66.52% |
$4.79K - $5.24K
|
74
$2.63K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-136- 47.06% |
$4.43K - $4.85K
|
153
$5.44K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-58- 3.4% |
$1.89K - $2.07K
|
1.65K
$58.6K
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-25.9K- 36.68% |
$783K - $875K
|
44.7K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-4.8K- 37.57% |
$145K - $162K
|
7.98K
$284K
|
|