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
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-193
Closed
$9.64K - $11.4K
0 $0
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-153
Closed
$7.64K - $9.07K
0 $0
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

SELL
 -
-50
Closed
$2.5K - $2.96K
0 $0
Jul 29, 2022 Q2 2022
West Hill Financial Advisors, Inc.

SELL
 -
-25
- 4.66%
$1.25K - $1.48K
511 $13.6K
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-2
Closed
$99.9 - $119
0 $0
Aug 02, 2022 Q2 2022
Blue Bell Private Wealth Management, LLC

SELL
 -
-2
Closed
$99.9 - $119
0 $0
Q1 2022
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
SELL
 -
-6.65K
Closed
$369K - $398K
0 $0
May 11, 2022 Q1 2022
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-4.51K
Closed
$250K - $270K
0 $0
May 16, 2022 Q1 2022
Angeles Investment Advisors, LLC

SELL
 -
-1.46K
Closed
$80.9K - $87.5K
0 $0
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-1.37K
Closed
$75.9K - $82.1K
0 $0
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-954
Closed
$52.9K - $57.1K
0 $0
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

SELL
 -
-139
Closed
$7.7K - $8.33K
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-122
Closed
$6.76K - $7.31K
0 $0
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

SELL
 -
-122
Closed
$6.76K - $7.31K
0 $0
May 06, 2022 Q1 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-100
- 8.98%
$5.54K - $5.99K
1.01K $26.9K
May 12, 2022 Q1 2022
Bison Wealth, LLC

SELL
 -
-68
Closed
$3.77K - $4.07K
0 $0
May 11, 2022 Q1 2022
Andrew Hill Investment Advisors, Inc.

Naples, FL
SELL
 -
-40
Closed
$2.22K - $2.4K
0 $0
Apr 21, 2022 Q1 2022
Cordasco Financial Network

SELL
 -
-20
Closed
$1.11K - $1.2K
0 $0
Q4 2021
Feb 14, 2022 Q4 2021
Kensington Investment Counsel, LLC

SELL
 -
-4.65K
Closed
$253K - $273K
0 $0
Jan 31, 2022 Q4 2021
Steel Peak Wealth Management LLC

SELL
 -
-4.05K
Closed
$220K - $238K
0 $0
Feb 10, 2022 Q4 2021
Inscription Capital, LLC

Houston, TX
SELL
 -
-3.78K
Closed
$206K - $222K
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-849
Closed
$46.2K - $49.9K
0 $0
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-482
Closed
$26.2K - $28.3K
0 $0
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-412
Closed
$22.4K - $24.2K
0 $0
Feb 14, 2022 Q4 2021
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-342
Closed
$18.6K - $20.1K
0 $0
Jan 14, 2022 Q4 2021
John W. Brooker & Co., Cp As

SELL
 -
-230
- 21.62%
$12.5K - $13.5K
834 $22.2K
Feb 07, 2022 Q4 2021
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-151
Closed
$8.22K - $8.87K
0 $0
Jan 19, 2022 Q4 2021
Hudock, Inc.

SELL
 -
-92
Closed
$5.01K - $5.4K
0 $0
Jan 19, 2022 Q4 2021
Time Scale Financial, Inc.

SELL
 -
-33
- 15.71%
$1.8K - $1.94K
177 $4.7K
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
0
Closed
$0 - $0
0 $0
Q3 2021
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-4.63K
Closed
$245K - $261K
0 $0
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 $13K
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 $983
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 21, 2021 Q2 2021
Grandview Asset Management LLC

SELL
 -
-525
Closed
$27.3K - $29.4K
0 $0
Jul 20, 2021 Q2 2021
First Command Financial Services, Inc.

SELL
 -
-70
Closed
$3.65K - $3.93K
0 $0
Jul 20, 2021 Q2 2021
First Command Bank

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
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

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