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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5.03K+ 2.81% |
$321K - $340K
|
184K
$4.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.96K+ 13.1% |
$317K - $335K
|
42.8K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
4.91KNew |
$314K - $332K
|
4.91K
$123K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.87KNew |
$311K - $329K
|
4.87K
$122K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.85KNew |
$310K - $328K
|
4.85K
$121K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.75KNew |
$303K - $321K
|
4.75K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.73K+ 760.29% |
$302K - $319K
|
5.35K
$134K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.72KNew |
$302K - $319K
|
4.72K
$118K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
4.63K+ 4.77% |
$295K - $312K
|
102K
$2.54M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
4.49K+ 2.39% |
$287K - $303K
|
193K
$4.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
4.4KNew |
$281K - $297K
|
4.4K
$110K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.33KNew |
$276K - $292K
|
4.33K
$108K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.28K+ 2.6% |
$273K - $289K
|
169K
$4.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.23K+ 32.68% |
$270K - $286K
|
17.2K
$430K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.21KNew |
$269K - $284K
|
4.21K
$105K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
4.21KNew |
$269K - $284K
|
4.21K
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.14K+ 4.86% |
$264K - $279K
|
89.3K
$2.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.04K+ 17.32% |
$258K - $273K
|
27.3K
$685K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
4K+ 1.56% |
$255K - $270K
|
260K
$6.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4K+ 336.82% |
$255K - $270K
|
5.19K
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.95K+ 4.67% |
$252K - $267K
|
88.6K
$2.22M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.94K+ 6.34% |
$252K - $266K
|
66.1K
$1.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
3.91K+ 46.33% |
$250K - $264K
|
12.4K
$309K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.83K+ 6.09% |
$245K - $259K
|
66.8K
$1.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.83KNew |
$244K - $258K
|
3.83K
$95.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3.82K+ 3.64% |
$244K - $258K
|
109K
$2.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.8K+ 0.19% |
$243K - $257K
|
1.98M
$49.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.78K+ 6.53% |
$241K - $255K
|
61.6K
$1.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.74KNew |
$239K - $253K
|
3.74K
$93.6K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.73KNew |
$238K - $252K
|
3.73K
$93.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.62K+ 62.41% |
$231K - $244K
|
9.41K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.61KNew |
$231K - $244K
|
3.61K
$90.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.58K+ 24.69% |
$229K - $242K
|
18.1K
$453K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.53K+ 6.5% |
$225K - $238K
|
57.8K
$1.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.49K+ 87.43% |
$223K - $235K
|
7.47K
$187K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.48K+ 52.64% |
$222K - $235K
|
10.1K
$253K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.46KNew |
$221K - $234K
|
3.46K
$86.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.41KNew |
$218K - $230K
|
3.41K
$85.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.37K+ 3.42% |
$215K - $228K
|
102K
$2.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
3.3KNew |
$211K - $223K
|
3.3K
$82.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
BUY
|
- |
3.25KNew |
$208K - $220K
|
3.25K
$81.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.19KNew |
$204K - $216K
|
3.19K
$80K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3.17K+ 0.49% |
$203K - $214K
|
655K
$16.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.17K+ 5.11% |
$202K - $214K
|
65.1K
$1.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.15K+ 22.28% |
$201K - $213K
|
17.3K
$432K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.07K+ 7.36% |
$196K - $207K
|
44.8K
$1.12M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
3.04KNew |
$194K - $205K
|
3.04K
$76.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.02K+ 7.43% |
$193K - $204K
|
43.7K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3KNew |
$191K - $203K
|
3K
$75.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
3K+ 0.94% |
$191K - $202K
|
322K
$8.07M
|