Purchases and Sales Made in Q2 2024 in Schwab Fundamental U S Large C (FNDX)

FNDX Quotes by TradingView

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 13, 2024 Q2 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
102
New
$6.51K - $6.89K
102 $2.55K
Jul 26, 2024 Q2 2024
Evolution Advisers, Inc.

BUY
 -
101
New
$6.45K - $6.82K
101 $2.53K
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
100
New
$6.39K - $6.76K
100 $2.5K
Jul 23, 2024 Q2 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
99
+ 0.56%
$6.32K - $6.69K
17.9K $449K
Jul 12, 2024 Q2 2024
Hexagon Capital Partners LLC

BUY
 -
97
New
$6.2K - $6.55K
97 $2.43K
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
92
New
$5.88K - $6.21K
92 $2.3K
Aug 05, 2024 Q2 2024
Heritage Wealth Advisors

BUY
 -
91
+ 267.65%
$5.81K - $6.15K
125 $3.13K
Jul 15, 2024 Q2 2024
Dynamic Advisor Solutions LLC

BUY
 -
89
+ 1.84%
$5.68K - $6.01K
4.93K $123K
Aug 14, 2024 Q2 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
84
New
$5.37K - $5.67K
84 $2.1K
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
81
+ 4.47%
$5.17K - $5.47K
1.89K $47.4K
Jul 16, 2024 Q2 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
71
+ 5.86%
$4.53K - $4.8K
1.28K $32.1K
Aug 06, 2024 Q2 2024
Financial Gravity Asset Management, Inc.

BUY
 -
70
New
$4.47K - $4.73K
70 $1.75K
Aug 12, 2024 Q2 2024
Princeton Global Asset Management LLC

BUY
 -
69
New
$4.41K - $4.66K
69 $1.73K
Jul 23, 2024 Q2 2024
Psi Advisors, LLC

BUY
 -
64
New
$4.09K - $4.32K
64 $1.6K
Aug 05, 2024 Q2 2024
Farmers & Merchants Investments Inc

BUY
 -
63
New
$4.02K - $4.26K
63 $1.58K
Jul 31, 2024 Q2 2024
Spire Wealth Management

BUY
 -
56
+ 0.24%
$3.58K - $3.78K
23.1K $578K
Jul 12, 2024 Q2 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
54
New
$3.45K - $3.65K
54 $1.35K
Jul 16, 2024 Q2 2024
Cedar Point Capital Partners, LLC

Cedar Rapids, IA
BUY
 -
48
+ 0.03%
$3.07K - $3.24K
150K $3.75M
Aug 14, 2024 Q2 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
46
+ 0.63%
$2.94K - $3.11K
7.4K $185K
Aug 14, 2024 Q2 2024
Lantern Wealth Advisors, LLC

Melville, NY
BUY
 -
45
+ 0.7%
$2.87K - $3.04K
6.51K $163K
Jul 24, 2024 Q2 2024
Fin Trust Capital Advisors, LLC

BUY
 -
33
+ 0.5%
$2.11K - $2.23K
6.67K $167K
Aug 14, 2024 Q2 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
20
+ 58.82%
$1.28K - $1.35K
54 $1.35K
Jul 18, 2024 Q2 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
17
+ 11.18%
$1.09K - $1.15K
169 $4.23K
Aug 29, 2024 Q2 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
11
New
$703 - $743
11 $275
Jul 29, 2024 Q2 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
9
+ 1.57%
$575 - $608
584 $14.6K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
3
New
$192 - $203
3 $75.1
Jul 10, 2024 Q2 2024
Valeo Financial Advisors, LLC

BUY
 -
1
+ 0.0%
$63.9 - $67.6
31K $775K
Jul 05, 2024 Q2 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
1
+ 1.59%
$63.9 - $67.6
64 $1.6K
Jul 26, 2024 Q2 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
1
+ 0.43%
$63.9 - $67.6
233 $5.83K
Jul 31, 2024 Q2 2024
Red Tortoise LLC

Atlanta, GA
SELL
 -
-1
- -0.0%
$63.9 - $67.6
73.3K $1.84M
Aug 12, 2024 Q2 2024
Citigroup Inc

SELL
 -
-7
- 0.43%
$447 - $473
1.62K $40.5K
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
SELL
 -
-9
- 0.98%
$575 - $608
907 $22.7K
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-11
- 0.03%
$703 - $743
40.7K $1.02M
Aug 12, 2024 Q2 2024
Spider Rock Advisors, LLC

SELL
 -
-12
- 0.05%
$766 - $811
23.2K $582K
Jul 19, 2024 Q2 2024
Western Wealth Management, LLC

SELL
 -
-12
- 0.34%
$766 - $811
3.54K $88.7K
Jul 29, 2024 Q2 2024
Boston Financial Mangement LLC

Boston, MA
SELL
 -
-25
- 0.12%
$1.6K - $1.69K
20.1K $504K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

SELL
 -
-27
- 6.91%
$1.72K - $1.82K
364 $9.11K
Aug 14, 2024 Q2 2024
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-30
- 6.79%
$1.92K - $2.03K
412 $10.3K
Aug 14, 2024 Q2 2024
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-31
- 50.0%
$1.98K - $2.09K
31 $776
Aug 14, 2024 Q2 2024
Integrated Wealth Concepts LLC

SELL
 -
-37
- 0.18%
$2.36K - $2.5K
20K $500K
Aug 08, 2024 Q2 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-42
- 0.81%
$2.68K - $2.84K
5.13K $128K
Jul 01, 2024 Q2 2024
Moller Financial Services

SELL
 -
-44
- 0.02%
$2.81K - $2.97K
265K $6.62M
Jul 23, 2024 Q2 2024
Allworth Financial LP

SELL
 -
-50
- 2.08%
$3.19K - $3.38K
2.35K $58.8K
Jul 29, 2024 Q2 2024
Bfsg, LLC

SELL
 -
-55
- 25.11%
$3.51K - $3.72K
164 $4.11K
Aug 02, 2024 Q2 2024
South State Corp

SELL
 -
-76
- 2.24%
$4.85K - $5.13K
3.32K $83.2K
Aug 06, 2024 Q2 2024
Bka Wealth Consulting, Inc.

SELL
 -
-83
- 2.35%
$5.3K - $5.61K
3.45K $86.5K
Jul 12, 2024 Q2 2024
Austin Private Wealth, LLC

SELL
 -
-83
- 0.23%
$5.3K - $5.61K
36.6K $916K
Aug 09, 2024 Q2 2024
Abound Wealth Management

Franklin, TN
SELL
 -
-88
- 1.88%
$5.62K - $5.94K
4.6K $115K
Aug 09, 2024 Q2 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-88
- 0.82%
$5.62K - $5.94K
10.6K $267K

Track Institutional and Insider Activities on FNDX

Follow SCHWAB FUNDAMENTAL U S LARGE C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FNDX shares.

Notify only if

Insider Trading

Get notified when an Schwab Fundamental U S Large C insider buys or sells FNDX shares.

Notify only if

News

Receive news related to SCHWAB FUNDAMENTAL U S LARGE C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FNDX