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
Oct 05, 2021 Q3 2021
Beacon Wealthcare LLC

Raleigh, NC
SELL
 -
-4.04K
Closed
$213K - $227K
0 $0
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-3.69K
Closed
$195K - $208K
0 $0
Nov 08, 2021 Q3 2021
Arjuna Capital

SELL
 -
-1.86K
Closed
$98.4K - $105K
0 $0
Dec 19, 2023 Q3 2021
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-887
Closed
$46.9K - $49.9K
0 $0
Nov 04, 2021 Q3 2021
Choate Investment Advisors

Boston, MA
SELL
 -
-259
- 34.63%
$13.7K - $14.6K
489 $11.4K
Oct 12, 2021 Q3 2021
Bedel Financial Consulting, Inc.

SELL
 -
-95
Closed
$5.02K - $5.35K
0 $0
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-93
Closed
$4.91K - $5.24K
0 $0
Oct 12, 2021 Q3 2021
Focused Wealth Management, Inc

SELL
 -
-36
- 49.32%
$1.9K - $2.03K
37 $865
Nov 07, 2023 Q3 2021
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
0
Closed
$0 - $0
0 $0
Q2 2021
Jul 22, 2021 Q2 2021
Valley Brook Capital Group, Inc.

Venetia, PA
SELL
 -
-2.56K
Closed
$133K - $143K
0 $0
Jul 20, 2021 Q2 2021
First Command Bank

SELL
 -
-70
Closed
$3.65K - $3.93K
0 $0
Jul 20, 2021 Q2 2021
First Command Financial Services, Inc.

SELL
 -
-70
Closed
$3.65K - $3.93K
0 $0
Aug 04, 2021 Q2 2021
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-66
Closed
$3.44K - $3.7K
0 $0
Aug 09, 2021 Q2 2021
Brand Asset Management Group, Inc.

SELL
 -
-39
Closed
$2.03K - $2.19K
0 $0
Q1 2021
May 04, 2021 Q1 2021
Victory Capital Management Inc

SELL
 -
-154K
Closed
$6.9M - $8.08M
0 $0
May 13, 2021 Q1 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-8.48K
Closed
$380K - $445K
0 $0
Apr 26, 2021 Q1 2021
Kanawha Capital Management LLC

SELL
 -
-4.63K
Closed
$207K - $243K
0 $0
Apr 20, 2021 Q1 2021
Fortem Financial Group, LLC

SELL
 -
-2.35K
Closed
$105K - $123K
0 $0
May 13, 2021 Q1 2021
Cabana LLC

Fayetteville, AR
SELL
 -
-552
Closed
$24.7K - $29K
0 $0
May 07, 2021 Q1 2021
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-80
Closed
$3.58K - $4.2K
0 $0
Q4 2020
Feb 10, 2021 Q4 2020
Merriman Wealth Management, LLC

SELL
 -
-173K
Closed
$6.57M - $7.84M
0 $0
Jan 13, 2021 Q4 2020
Parkside Investments, LLC

SELL
 -
-21.8K
Closed
$828K - $988K
0 $0
Feb 11, 2021 Q4 2020
Trexquant Investment LP

Stamford, CT
SELL
 -
-17.3K
Closed
$658K - $785K
0 $0
Jan 22, 2021 Q4 2020
Relaxing Retirement Coach

SELL
 -
-6.24K
Closed
$237K - $283K
0 $0
Feb 12, 2021 Q4 2020
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-3.25K
Closed
$123K - $147K
0 $0
Feb 09, 2021 Q4 2020
Spectrum Management Group, LLC

SELL
 -
-1.39K
Closed
$52.7K - $62.9K
0 $0
Mar 05, 2021 Q4 2020
Jeppson Wealth Management, LLC

SELL
 -
-500
Closed
$19K - $22.7K
0 $0
Mar 05, 2021 Q4 2020
Catalyst Private Wealth, LLC

SELL
 -
-217
Closed
$8.24K - $9.83K
0 $0
Feb 11, 2021 Q4 2020
Slow Capital, Inc.

SELL
 -
-18
Closed
$684 - $816
0 $0
Q3 2020
Nov 10, 2020 Q3 2020
United Services Automobile Association

San Antonio, TX
SELL
 -
-83.2K
Closed
$3.03M - $3.44M
0 $0
Nov 03, 2020 Q3 2020
Novare Capital Management LLC

SELL
 -
-18.1K
Closed
$661K - $751K
0 $0
Oct 20, 2020 Q3 2020
One Charles Private Wealth Services, LLC

SELL
 -
-5.48K
Closed
$200K - $227K
0 $0
Oct 27, 2020 Q3 2020
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-610
Closed
$22.2K - $25.3K
0 $0
Oct 26, 2020 Q3 2020
Sterling Investment Advisors, Ltd.

SELL
 -
-588
Closed
$21.4K - $24.4K
0 $0
Oct 27, 2020 Q3 2020
Financial Advantage, Inc.

SELL
 -
-535
Closed
$19.5K - $22.2K
0 $0
Q2 2020
Aug 11, 2020 Q2 2020
Esl Trust Services, LLC

SELL
 -
-187K
Closed
$5.59M - $7.52M
0 $0
Aug 13, 2020 Q2 2020
Covington Capital Management

SELL
 -
-186K
Closed
$5.55M - $7.47M
0 $0
Jul 27, 2020 Q2 2020
Epiq Capital Group, LLC

San Francisco, CA
SELL
 -
-66.2K
Closed
$1.98M - $2.66M
0 $0
Jul 15, 2020 Q2 2020
Forvis Wealth Advisors, LLC

SELL
 -
-26K
Closed
$778K - $1.05M
0 $0
Mar 12, 2021 Q2 2020
Crestone Asset Management LLC

SELL
 -
-8.84K
Closed
$265K - $356K
0 $0
Jul 15, 2020 Q2 2020
Foresight Wealth Management, LLC

SELL
 -
-8.45K
Closed
$253K - $340K
0 $0
Aug 07, 2020 Q2 2020
Balasa Dinverno & Foltz LLC

Itasca, IL
SELL
 -
-5.49K
- 44.67%
$164K - $221K
6.8K $159K
Aug 04, 2020 Q2 2020
Simon Quick Advisors, LLC

SELL
 -
-800
Closed
$23.9K - $32.2K
0 $0
Aug 14, 2020 Q2 2020
Advisory Alpha, LLC

SELL
 -
-644
Closed
$19.3K - $25.9K
0 $0
Q1 2020
Apr 24, 2020 Q1 2020
Paragon Wealth Strategies, LLC

SELL
 -
-35.6K
Closed
$966K - $1.55M
0 $0
Apr 21, 2020 Q1 2020
West Coast Financial LLC

SELL
 -
-24.8K
Closed
$674K - $1.08M
0 $0
Apr 29, 2020 Q1 2020
Financial Consulate, Inc

SELL
 -
-16.1K
Closed
$436K - $701K
0 $0
Apr 23, 2020 Q1 2020
Successful Portfolios LLC

SELL
 -
-13.1K
Closed
$355K - $570K
0 $0
May 11, 2020 Q1 2020
Wolverine Trading, LLC

Chicago, IL
SELL
 PUT
-6K
Closed
$163K - $262K
0 $0

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