Latest Institutional Sells of Schwab Fundamental U S Large C (FNDX)

FNDX Quotes by TradingView

This list provides information on the latest institutional transactions involving Schwab Fundamental U S Large C (FNDX) 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, 2024 Q4 2023
Bogart Wealth, LLC

SELL
 -
-380
- 41.58%
$20.3K - $23.6K
534 $12.5K
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

SELL
 -
-99
- 64.29%
$5.29K - $6.15K
55 $1.29K
Q3 2023
Nov 14, 2023 Q3 2023
Tiedemann Advisors, LLC

SELL
 -
-33.8K
- 23.4%
$1.88M - $2.02M
110K $2.58M
Nov 14, 2023 Q3 2023
Theory Financial LLC

Fort Collins, CO
SELL
 -
-10.4K
- 71.87%
$580K - $621K
4.07K $95.1K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
SELL
 -
-453
- 2.05%
$25.3K - $27.1K
21.6K $506K
Nov 13, 2023 Q3 2023
True Wealth Design, LLC

Akron, OH
SELL
 -
-444
- 65.78%
$24.8K - $26.5K
231 $5.4K
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-395
- 67.06%
$22K - $23.6K
194 $4.54K
Oct 23, 2023 Q3 2023
Private Ocean, LLC

SELL
 -
-306
- 32.28%
$17.1K - $18.3K
642 $15K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

SELL
 -
-177
- 4.71%
$9.88K - $10.6K
3.58K $83.7K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-146
- 66.97%
$8.15K - $8.73K
72 $1.68K
Q2 2023
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-589
- 11.9%
$31.7K - $33.9K
4.36K $102K
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
SELL
 -
-574
- 14.13%
$30.9K - $33.1K
3.49K $81.5K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

SELL
 -
-14
- 3.69%
$754 - $806
365 $8.53K
Q1 2023
May 11, 2023 Q1 2023
Connectus Wealth, LLC

Cincinnati, OH
SELL
 -
-260K
- 95.24%
$13.7M - $15M
13K $304K
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-5.33K
Closed
$280K - $306K
0 $0
May 10, 2023 Q1 2023
Wescott Financial Advisory Group, LLC

SELL
 -
-5.1K
- 35.03%
$268K - $294K
9.47K $221K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-4.01K
- 80.88%
$210K - $231K
948 $22.2K
May 01, 2023 Q1 2023
Vigilant Capital Management, LLC

SELL
 -
-3.24K
- 73.02%
$170K - $186K
1.2K $28K
May 04, 2023 Q1 2023
Ellevest, Inc.

SELL
 -
-1.62K
- 99.69%
$84.9K - $93K
5 $117
May 02, 2023 Q1 2023
Cap Wealth Advisors, LLC

SELL
 -
-1.53K
- 24.92%
$80.1K - $87.8K
4.6K $107K
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
SELL
 -
-755
- 5.32%
$39.6K - $43.4K
13.4K $314K
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
SELL
 -
-348
- 96.13%
$18.3K - $20K
14 $327
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-2
- 0.05%
$105 - $115
3.96K $92.6K
Q4 2022
Feb 10, 2023 Q4 2022
Jackson Wealth Management, LLC

SELL
 -
-8.17K
- 8.57%
$396K - $462K
87.2K $2.04M
Feb 28, 2024 Q4 2022
Acima Private Wealth, LLC

Richmond, VA
SELL
 -
-240
Closed
$11.6K - $13.6K
0 $0
Jan 27, 2023 Q4 2022
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-120
- 94.49%
$5.81K - $6.79K
7 $164
Q3 2022
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-9.96K
- 88.58%
$475K - $565K
1.28K $30K
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-5.15K
- 2.08%
$246K - $293K
243K $5.67M
Nov 14, 2022 Q3 2022
Claraphi Advisory Network, LLC

SELL
 -
-3.92K
- 44.63%
$187K - $223K
4.87K $114K
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
SELL
 -
-94
- 89.52%
$4.49K - $5.34K
11 $257
Nov 14, 2022 Q3 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-83
- 98.81%
$3.96K - $4.71K
1 $23.4
Q2 2022
Aug 11, 2022 Q2 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-206K
Closed
$10.3M - $12.2M
0 $0
Jul 12, 2022 Q2 2022
Centennial Wealth Advisory LLC

SELL
 -
-153K
Closed
$7.63M - $9.06M
0 $0
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-72.1K
Closed
$3.6M - $4.28M
0 $0
Aug 01, 2022 Q2 2022
Empowered Funds, LLC

SELL
 -
-66.5K
Closed
$3.32M - $3.94M
0 $0
Aug 10, 2022 Q2 2022
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-30.2K
Closed
$1.51M - $1.79M
0 $0
Jul 19, 2022 Q2 2022
Comerica Securities,Inc.

SELL
 -
-27.2K
Closed
$1.36M - $1.61M
0 $0
Aug 05, 2022 Q2 2022
Concorde Asset Management, LLC

SELL
 -
-14.9K
Closed
$743K - $883K
0 $0
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-14.4K
- 30.6%
$717K - $852K
32.6K $761K
Jul 19, 2022 Q2 2022
Lion Street Advisors, LLC

SELL
 -
-9.83K
Closed
$491K - $583K
0 $0
Aug 05, 2022 Q2 2022
Ascent Group, LLC

SELL
 -
-8.72K
Closed
$435K - $517K
0 $0
Jul 17, 2024 Q2 2022
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-7.38K
Closed
$369K - $438K
0 $0
Jul 28, 2022 Q2 2022
Latitude Advisors, LLC

SELL
 -
-7.22K
Closed
$361K - $428K
0 $0
Aug 11, 2022 Q2 2022
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-5.14K
Closed
$257K - $305K
0 $0
Jul 27, 2022 Q2 2022
Rs Crum Inc.

SELL
 -
-5K
Closed
$250K - $296K
0 $0
Aug 05, 2022 Q2 2022
Fort Washington Investment Advisors Inc

SELL
 -
-4.86K
Closed
$242K - $288K
0 $0
Jul 26, 2022 Q2 2022
Independent Wealth Network Inc.

SELL
 -
-4.72K
Closed
$236K - $280K
0 $0
Jul 22, 2022 Q2 2022
Lockerman Financial Group, Inc.

SELL
 -
-4.67K
Closed
$233K - $277K
0 $0
Aug 11, 2022 Q2 2022
Randolph CO Inc

Cincinnati, OH
SELL
 -
-4.39K
Closed
$219K - $260K
0 $0

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