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 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
17.6KNew |
$1.07M - $1.19M
|
17.6K
$442K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17KNew |
$1.03M - $1.15M
|
17K
$426K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15.9KNew |
$971K - $1.07M
|
15.9K
$399K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
15.7K+ 2.46% |
$953K - $1.06M
|
652K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.1K+ 194.5% |
$917K - $1.01M
|
22.8K
$571K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.6K+ 61.52% |
$890K - $985K
|
38.4K
$961K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14.5K+ 6.62% |
$886K - $980K
|
234K
$5.86M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.2K+ 53.54% |
$864K - $957K
|
40.7K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 182.66% |
$845K - $935K
|
21.5K
$538K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.9KNew |
$788K - $872K
|
12.9K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.9K+ 322175.0% |
$785K - $868K
|
12.9K
$323K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12.6K+ 12.5% |
$765K - $847K
|
113K
$2.83M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12K+ 163.49% |
$729K - $807K
|
19.3K
$483K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12K+ 62.42% |
$729K - $806K
|
31.1K
$780K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
11.4K+ 56.15% |
$692K - $765K
|
31.6K
$791K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.3K+ 3.51% |
$686K - $759K
|
332K
$8.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
10.9K+ 5.14% |
$664K - $735K
|
223K
$5.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.9KNew |
$661K - $732K
|
10.9K
$272K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.4K+ 2.86% |
$635K - $703K
|
376K
$9.41M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.87K+ 2.09% |
$601K - $665K
|
482K
$12.1M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.83K+ 3.59% |
$599K - $663K
|
283K
$7.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
9.48K+ 1.3% |
$577K - $639K
|
737K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.28K+ 140.16% |
$565K - $625K
|
15.9K
$398K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
9.14K+ 7.62% |
$556K - $616K
|
129K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.91K+ 158.79% |
$542K - $600K
|
14.5K
$363K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
8.86KNew |
$539K - $597K
|
8.86K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
8.68KNew |
$529K - $585K
|
8.68K
$217K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
8.32K+ 22.32% |
$507K - $561K
|
45.6K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.27K+ 3.15% |
$503K - $557K
|
271K
$6.79M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.06K+ 69.05% |
$491K - $543K
|
19.7K
$494K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.05K+ 3.35% |
$490K - $543K
|
249K
$6.22M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
8.04K+ 8.3% |
$489K - $542K
|
105K
$2.63M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7.49K+ 10.25% |
$456K - $505K
|
80.5K
$2.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7.3K+ 45.63% |
$445K - $492K
|
23.3K
$583K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.12K+ 0.9% |
$434K - $480K
|
801K
$20M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7.05K+ 14.7% |
$429K - $475K
|
55K
$1.38M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.02K+ 3.87% |
$427K - $473K
|
188K
$4.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
6.9K+ 1.58% |
$420K - $465K
|
442K
$11.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.77K+ 14.19% |
$412K - $456K
|
54.4K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.47KNew |
$394K - $436K
|
6.47K
$162K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.27KNew |
$382K - $423K
|
6.27K
$157K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.16K+ 67.77% |
$375K - $415K
|
15.3K
$382K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.02K+ 66.42% |
$366K - $406K
|
15.1K
$378K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
5.99K+ 172.67% |
$365K - $404K
|
9.46K
$237K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
5.85K+ 61.08% |
$356K - $394K
|
15.4K
$386K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.75K+ 11.85% |
$350K - $387K
|
54.3K
$1.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5.61K+ 9.96% |
$342K - $378K
|
61.9K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.51KNew |
$335K - $371K
|
5.51K
$138K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.39K+ 56.72% |
$328K - $363K
|
14.9K
$373K
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
5.36KNew |
$326K - $361K
|
5.36K
$134K
|