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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-11.7K- 21.52% |
$714K - $791K
|
42.8K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11.9K- 3.1% |
$724K - $801K
|
372K
$9.3M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-12.2K- 8.83% |
$743K - $822K
|
126K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-12.2K- 1.72% |
$743K - $822K
|
696K
$17.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.8K- 29.66% |
$779K - $862K
|
30.3K
$760K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-13.9K- 2.33% |
$846K - $936K
|
582K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.8K- 7.28% |
$901K - $997K
|
188K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-15.2K- 11.59% |
$924K - $1.02M
|
116K
$2.9M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-16.2K- 68.77% |
$987K - $1.09M
|
7.36K
$184K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-17.2K- 7.81% |
$1.05M - $1.16M
|
203K
$5.09M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-19.6K- 57.41% |
$1.19M - $1.32M
|
14.5K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-22.5K- 13.13% |
$1.37M - $1.52M
|
149K
$3.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-24K- 7.87% |
$1.46M - $1.62M
|
281K
$7.04M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24K- 2.56% |
$1.46M - $1.62M
|
916K
$22.9M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-25.4K- 2.1% |
$1.55M - $1.71M
|
1.18M
$29.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.7K- 28.27% |
$1.56M - $1.73M
|
65.1K
$1.63M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-29.6K- 2.44% |
$1.8M - $1.99M
|
1.18M
$29.6M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.6K- 2.46% |
$1.8M - $2M
|
1.17M
$29.4M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-29.8K- 30.31% |
$1.82M - $2.01M
|
68.5K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-30.1K- 11.05% |
$1.83M - $2.03M
|
242K
$6.07M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.1K- 2.87% |
$2.02M - $2.23M
|
1.12M
$28M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-38.8K- 97.51% |
$2.36M - $2.62M
|
991
$24.8K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-48.7K- 68.17% |
$2.97M - $3.28M
|
22.8K
$570K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-56.3K- 2.07% |
$3.43M - $3.8M
|
2.66M
$66.6M
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-62.7K- 9.49% |
$3.82M - $4.23M
|
598K
$15M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-66.5K- 45.98% |
$4.05M - $4.48M
|
78.1K
$1.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-73.9K- 98.25% |
$4.5M - $4.98M
|
1.32K
$33K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-96.3K- 63.96% |
$5.86M - $6.49M
|
54.2K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-165K- 84.28% |
$10.1M - $11.1M
|
30.8K
$772K
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-216K- 61.48% |
$13.2M - $14.6M
|
136K
$3.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-261K- 41.99% |
$15.9M - $17.6M
|
361K
$9.03M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-283K- 37.74% |
$17.3M - $19.1M
|
468K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-368K- 46.86% |
$22.4M - $24.8M
|
417K
$10.4M
|