Purchases and Sales Made in Q1 2024 in Schwab Fundamental U S Large C (FNDX)
This table provides information about the institutional ownership of Schwab Fundamental U S Large C (FNDX) during Q1 2024. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL U S LARGE C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.41M+ 1.92% |
$147M - $162M
|
128M
$3.18B
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.54M+ 159.77% |
$93.9M - $104M
|
2.51M
$62.3M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.2MNew |
$73.2M - $81.1M
|
1.2M
$29.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
607K+ 933.01% |
$37M - $40.9M
|
672K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
284K+ 807.39% |
$17.3M - $19.1M
|
319K
$7.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
BUY
|
- |
269K+ 1211.68% |
$16.4M - $18.1M
|
291K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
238K+ 142.82% |
$14.5M - $16M
|
404K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
205K+ 7.28% |
$12.5M - $13.8M
|
3.02M
$75M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 18.4% |
$11.1M - $12.3M
|
1.17M
$29.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 18.4% |
$11.1M - $12.3M
|
1.17M
$29.1M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
179KNew |
$10.9M - $12.1M
|
179K
$4.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
152K+ 6.25% |
$9.26M - $10.3M
|
2.58M
$64.2M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
104K+ 45.98% |
$6.36M - $7.03M
|
331K
$8.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
101K+ 20.59% |
$6.17M - $6.83M
|
594K
$14.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
98.7K+ 13.12% |
$6.01M - $6.65M
|
851K
$21.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
93.6K+ 16.39% |
$5.7M - $6.31M
|
665K
$16.5M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
84K+ 1091.5% |
$5.11M - $5.66M
|
91.7K
$2.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
68.6K+ 228.33% |
$4.18M - $4.62M
|
98.6K
$2.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
66K+ 67.06% |
$4.02M - $4.45M
|
164K
$4.08M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
65.4K+ 74.3% |
$3.98M - $4.41M
|
154K
$3.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
54KNew |
$3.29M - $3.64M
|
54K
$1.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
53.7K+ 2.8% |
$3.27M - $3.62M
|
1.97M
$49M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52K+ 58.15% |
$3.17M - $3.5M
|
141K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
49.6K+ 606.99% |
$3.02M - $3.35M
|
57.8K
$1.44M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
41.8KNew |
$2.55M - $2.82M
|
41.8K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
41.7KNew |
$2.54M - $2.81M
|
41.7K
$1.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
40.9K+ 2.0% |
$2.49M - $2.76M
|
2.08M
$51.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.9K+ 11.67% |
$2.49M - $2.75M
|
391K
$9.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
37.9KNew |
$2.3M - $2.55M
|
37.9K
$940K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.6K+ 12.86% |
$2.29M - $2.54M
|
330K
$8.2M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
33.9K+ 6.75% |
$2.06M - $2.29M
|
537K
$13.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.8K+ 6.14% |
$2.06M - $2.28M
|
583K
$14.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
32.3K+ 8.62% |
$1.97M - $2.18M
|
407K
$10.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
32.3K+ 28.28% |
$1.96M - $2.17M
|
146K
$3.63M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
31K+ 83.85% |
$1.89M - $2.09M
|
68.1K
$1.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
29.3K+ 34.16% |
$1.78M - $1.98M
|
115K
$2.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
26.9K+ 41.0% |
$1.64M - $1.81M
|
92.4K
$2.3M
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
26.7KNew |
$1.63M - $1.8M
|
26.7K
$664K
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
26.2K+ 58.66% |
$1.6M - $1.77M
|
71K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
26.2K+ 45.27% |
$1.6M - $1.77M
|
84.1K
$2.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
25.3KNew |
$1.54M - $1.71M
|
25.3K
$628K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
24.9K+ 3.79% |
$1.52M - $1.68M
|
682K
$16.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.6K+ 6.05% |
$1.5M - $1.66M
|
431K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.4K+ 534.78% |
$1.49M - $1.65M
|
29K
$720K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
23.2KNew |
$1.42M - $1.57M
|
23.2K
$577K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
22.9KNew |
$1.39M - $1.54M
|
22.9K
$568K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
20.2K+ 92.13% |
$1.23M - $1.36M
|
42.2K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
19.8KNew |
$1.21M - $1.33M
|
19.8K
$492K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
19.7K+ 1.35% |
$1.2M - $1.33M
|
1.48M
$36.8M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17.8K+ 19.59% |
$1.09M - $1.2M
|
109K
$2.7M
|