Latest Institutional Sells of Schwab Fundamental U S Large C (FNDX)
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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-217Closed |
$8.24K - $9.83K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-18Closed |
$684 - $816
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-83.2KClosed |
$3.03M - $3.44M
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Novare Capital Management LLC
|
SELL
|
- |
-18.1KClosed |
$661K - $751K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-5.48KClosed |
$200K - $227K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-610Closed |
$22.2K - $25.3K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-588Closed |
$21.4K - $24.4K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-535Closed |
$19.5K - $22.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Esl Trust Services, LLC
|
SELL
|
- |
-187KClosed |
$5.59M - $7.52M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-186KClosed |
$5.55M - $7.47M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-66.2KClosed |
$1.98M - $2.66M
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-26KClosed |
$778K - $1.05M
|
0
$0
|
|
|
Mar 12, 2021
Q2 2020
|
Crestone Asset Management LLC
|
SELL
|
- |
-8.84KClosed |
$265K - $356K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-8.45KClosed |
$253K - $340K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-5.49K- 44.67% |
$164K - $221K
|
6.8K
$167K
|
|
|
Aug 04, 2020
Q2 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-800Closed |
$23.9K - $32.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-644Closed |
$19.3K - $25.9K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 24, 2020
Q1 2020
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-35.6KClosed |
$966K - $1.55M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
West Coast Financial LLC
|
SELL
|
- |
-24.8KClosed |
$674K - $1.08M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Financial Consulate, Inc
|
SELL
|
- |
-16.1KClosed |
$436K - $701K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Successful Portfolios LLC
|
SELL
|
- |
-13.1KClosed |
$355K - $570K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-6KClosed |
$163K - $262K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.6KClosed |
$152K - $244K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Windsor Group LTD
|
SELL
|
- |
-4.87KClosed |
$132K - $212K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.87KClosed |
$132K - $212K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.75KClosed |
$129K - $207K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.48KClosed |
$67.2K - $108K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-461Closed |
$12.5K - $20.1K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-442Closed |
$12K - $19.3K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-311Closed |
$8.44K - $13.6K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-301Closed |
$8.17K - $13.1K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-115Closed |
$3.12K - $5.01K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-12Closed |
$326 - $523
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
SELL
|
- |
-33.7KClosed |
$1.29M - $1.44M
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.12KClosed |
$348K - $390K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.04KClosed |
$77.7K - $87.1K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.33KClosed |
$50.6K - $56.8K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-179- 0.52% |
$6.83K - $7.66K
|
34.6K
$851K
|
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-52Closed |
$1.98K - $2.22K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Meeder Asset Management Inc
|
SELL
|
- |
-2Closed |
$76.3 - $85.6
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-242Closed |
$9.52K - $9.71K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 24, 2019
Q2 2019
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-350KClosed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-296Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Whittier Trust CO
|
SELL
|
- |
-117Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 08, 2019
Q1 2019
|
Econ Financial Services Corp
|
SELL
|
- |
-89.9KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-56.7KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.38KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-67Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|