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 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3KNew |
$191K - $203K
|
3K
$71.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
3K+ 0.94% |
$191K - $202K
|
322K
$7.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.8K+ 2.96% |
$179K - $189K
|
97.4K
$2.31M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
2.79K+ 63.21% |
$178K - $188K
|
7.2K
$171K
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.78K+ 57.64% |
$178K - $188K
|
7.61K
$181K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.75K+ 6.99% |
$176K - $186K
|
42.1K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.53KNew |
$161K - $171K
|
2.53K
$60.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2.51K+ 0.42% |
$161K - $170K
|
601K
$14.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.45KNew |
$157K - $166K
|
2.45K
$58.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
2.32K+ 5.24% |
$148K - $157K
|
46.6K
$1.11M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.19K+ 9.12% |
$140K - $148K
|
26.2K
$622K
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
2.13K+ 1.21% |
$136K - $144K
|
179K
$4.25M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.02K+ 34.96% |
$129K - $136K
|
7.78K
$185K
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.99K+ 2.53% |
$127K - $134K
|
80.7K
$1.92M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.93K+ 33.63% |
$123K - $130K
|
7.67K
$182K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.93K+ 34.96% |
$123K - $130K
|
7.44K
$177K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.92K+ 56.01% |
$123K - $130K
|
5.35K
$127K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.88K+ 21.89% |
$120K - $127K
|
10.4K
$248K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.84K+ 5.99% |
$117K - $124K
|
32.5K
$772K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.75K+ 61.3% |
$112K - $118K
|
4.6K
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 8.1% |
$111K - $117K
|
23.2K
$551K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.67K+ 1.36% |
$106K - $113K
|
124K
$2.95M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.66KNew |
$106K - $112K
|
1.66K
$39.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.66K+ 4.64% |
$106K - $112K
|
37.5K
$890K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.61K+ 45.44% |
$103K - $109K
|
5.16K
$123K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.53KNew |
$97.8K - $103K
|
1.53K
$36.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.53K+ 6.56% |
$97.7K - $103K
|
24.9K
$591K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.5K+ 7.79% |
$95.7K - $101K
|
20.7K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.49K+ 0.32% |
$95.2K - $101K
|
469K
$11.1M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.48K+ 4.7% |
$94.7K - $100K
|
33.1K
$786K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.45KNew |
$92.9K - $98.2K
|
1.45K
$34.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.34K+ 3.17% |
$85.5K - $90.4K
|
43.5K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.28K+ 6.62% |
$81.6K - $86.3K
|
20.6K
$489K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.22K+ 39.52% |
$78.1K - $82.6K
|
4.32K
$103K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 229.96% |
$75.5K - $79.8K
|
1.7K
$40.3K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.13K+ 14.18% |
$72.2K - $76.3K
|
9.1K
$216K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06K+ 2.07% |
$67.8K - $71.7K
|
52.4K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.06K+ 13.1% |
$67.6K - $71.5K
|
9.13K
$217K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.04K+ 15.79% |
$66.2K - $70K
|
7.6K
$181K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.04K+ 0.82% |
$66.1K - $69.9K
|
127K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.02K+ 7.13% |
$65.3K - $69.1K
|
15.4K
$365K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
994+ 5.53% |
$63.5K - $67.1K
|
19K
$451K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
969+ 2.83% |
$61.9K - $65.5K
|
35.2K
$837K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
963New |
$61.5K - $65.1K
|
963
$22.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
955+ 0.56% |
$61K - $64.5K
|
173K
$4.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
953+ 4.11% |
$60.9K - $64.4K
|
24.1K
$573K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
938+ 6.22% |
$59.9K - $63.4K
|
16K
$381K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
918+ 7.46% |
$58.6K - $62K
|
13.2K
$314K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
905+ 7.95% |
$57.8K - $61.1K
|
12.3K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
806+ 112.41% |
$51.5K - $54.4K
|
1.52K
$36.2K
|