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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.57KClosed |
$75.4K - $83.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-181Closed |
$5.32K - $5.92K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.1MClosed |
$26.2M - $32.5M
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.9KClosed |
$259K - $322K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.67KClosed |
$39.8K - $49.4K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-286Closed |
$6.8K - $8.44K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10.4KClosed |
$248K - $269K
|
0
$0
|
|
|
Jun 17, 2024
Q3 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-8.78KClosed |
$208K - $226K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-752Closed |
$17.9K - $19.4K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-616Closed |
$14.6K - $15.9K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-584Closed |
$13.9K - $15.1K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-260Closed |
$6.17K - $6.7K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-46Closed |
$1.09K - $1.19K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-12Closed |
$285 - $309
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 21, 2020
Q2 2020
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-30KClosed |
$599K - $772K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-26.8KClosed |
$536K - $691K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5KClosed |
$99.9K - $129K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-3.14KClosed |
$62.8K - $80.9K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-736- 14.45% |
$14.7K - $19K
|
4.36K
$195K
|
|
|
Aug 14, 2020
Q2 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1Closed |
$20 - $25.8
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-73.6KClosed |
$1.34M - $2.15M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-37.8KClosed |
$688K - $1.1M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-32.7KClosed |
$595K - $955K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-27.1KClosed |
$493K - $790K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-19.3KClosed |
$351K - $564K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Retirement Planning Group
|
SELL
|
- |
-18.4KClosed |
$335K - $538K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-13.8KClosed |
$251K - $403K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-11.5KClosed |
$209K - $335K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-10.7KClosed |
$195K - $313K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Wealth Architects, LLC
|
SELL
|
- |
-10KClosed |
$182K - $292K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-8.77KClosed |
$160K - $256K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-8.58KClosed |
$156K - $251K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-8.03KClosed |
$146K - $235K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-7.7KClosed |
$140K - $225K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Atwood & Palmer Inc
|
SELL
|
- |
-6KClosed |
$109K - $175K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.5KClosed |
$45.5K - $73K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Country Trust Bank
|
SELL
|
- |
-1.21KClosed |
$22K - $35.3K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Roof Eidam & Maycock
|
SELL
|
- |
-975- 0.4% |
$17.7K - $28.5K
|
243K
$10.9M
|
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-471Closed |
$8.57K - $13.8K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-336Closed |
$6.12K - $9.81K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-118Closed |
$2.15K - $3.45K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-23Closed |
$419 - $672
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 22, 2020
Q4 2019
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-36.5KClosed |
$976K - $1.06M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-9.6KClosed |
$257K - $280K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-7.95KClosed |
$212K - $231K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-5.51K- 12.36% |
$147K - $161K
|
39.1K
$1.75M
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.52KClosed |
$40.6K - $44.2K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-780Closed |
$20.8K - $22.7K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-47Closed |
$1.26K - $1.37K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$107 - $116
|
0
$0
|
|