Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
129M+ 10733.01% |
$8.25B - $8.72B
|
130M
$3.24B
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.31M+ 43.35% |
$83.6M - $88.4M
|
4.33M
$107M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
263K+ 73.05% |
$16.8M - $17.8M
|
624K
$15.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
177K+ 15.81% |
$11.3M - $12M
|
1.3M
$32.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
176K+ 1031.63% |
$11.3M - $11.9M
|
193K
$4.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
166K+ 6.42% |
$10.6M - $11.2M
|
2.75M
$68.3M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
153KNew |
$9.74M - $10.3M
|
153K
$3.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
113K+ 208.04% |
$7.21M - $7.62M
|
167K
$4.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
95.5KNew |
$6.1M - $6.45M
|
95.5K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
87.8K+ 26.58% |
$5.61M - $5.93M
|
418K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
79.9K+ 14.9% |
$5.11M - $5.4M
|
617K
$15.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
75.5K+ 11.23% |
$4.82M - $5.1M
|
748K
$18.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
67.8K+ 62.25% |
$4.33M - $4.58M
|
177K
$4.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
57K+ 213.15% |
$3.64M - $3.85M
|
83.7K
$2.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
48.6K+ 212.24% |
$3.1M - $3.28M
|
71.4K
$1.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.3K+ 9.59% |
$2.64M - $2.79M
|
472K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
37.9K+ 24.7% |
$2.42M - $2.56M
|
191K
$4.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
37.5KNew |
$2.39M - $2.53M
|
37.5K
$931K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
35.2K+ 4.77% |
$2.25M - $2.38M
|
772K
$19.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
34.8K+ 37.63% |
$2.22M - $2.35M
|
127K
$3.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
33.7K+ 1.27% |
$2.16M - $2.28M
|
2.69M
$66.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.9K+ 8.41% |
$2.1M - $2.22M
|
424K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
32.9KNew |
$2.1M - $2.22M
|
32.9K
$817K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
32.3K+ 183.25% |
$2.06M - $2.18M
|
50K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
31.3K+ 45.95% |
$2M - $2.11M
|
99.3K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
31.2K+ 12.55% |
$1.99M - $2.11M
|
280K
$6.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
29.7K+ 2.51% |
$1.9M - $2.01M
|
1.21M
$30.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.6K+ 2.53% |
$1.89M - $2M
|
1.2M
$29.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.6K+ 2.53% |
$1.89M - $2M
|
1.2M
$29.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
29.1KNew |
$1.86M - $1.97M
|
29.1K
$723K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
26.9K+ 3.32% |
$1.72M - $1.82M
|
836K
$20.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.1K+ 3.96% |
$1.48M - $1.56M
|
606K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
21.7KNew |
$1.38M - $1.46M
|
21.7K
$538K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
20K+ 78.77% |
$1.28M - $1.35M
|
45.4K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
18.5K+ 18.08% |
$1.18M - $1.25M
|
121K
$3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.5K+ 4.33% |
$1.12M - $1.18M
|
421K
$10.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.4KNew |
$1.05M - $1.11M
|
16.4K
$408K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.1K+ 100.7% |
$1.03M - $1.08M
|
32K
$795K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
15.3K+ 131.73% |
$980K - $1.04M
|
27K
$670K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
15.3K+ 3.68% |
$979K - $1.04M
|
432K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.2K+ 39.7% |
$973K - $1.03M
|
53.6K
$1.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
14.8K+ 0.71% |
$948K - $1M
|
2.1M
$52.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.8K+ 4.47% |
$946K - $1M
|
346K
$8.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14.8KNew |
$943K - $998K
|
14.8K
$367K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
14.3K+ 12.61% |
$911K - $963K
|
127K
$3.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14K+ 30.11% |
$891K - $942K
|
60.3K
$1.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.8K+ 3.68% |
$883K - $933K
|
389K
$9.67M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
13.7KNew |
$876K - $926K
|
13.7K
$341K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
13.6KNew |
$871K - $922K
|
13.6K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$834K - $882K
|
13.1K
$324K
|