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 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.37K- 1.31% |
$343K - $363K
|
404K
$10M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-5.39K- 3.18% |
$344K - $364K
|
164K
$4.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-5.53K- 3.55% |
$353K - $373K
|
150K
$3.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-5.69K- 64.73% |
$363K - $384K
|
3.1K
$76.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.08K- 24.04% |
$389K - $411K
|
19.2K
$477K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-6.97K- 45.18% |
$445K - $471K
|
8.46K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.02K- 3.73% |
$448K - $474K
|
181K
$4.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-7.19K- 3.53% |
$459K - $485K
|
196K
$4.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-7.81K- 45.02% |
$499K - $527K
|
9.53K
$237K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-8.49K- 66.85% |
$542K - $573K
|
4.21K
$104K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-9.07K- 20.48% |
$579K - $612K
|
35.2K
$874K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-9.63K- 12.33% |
$615K - $650K
|
68.4K
$1.7M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.8K- 72.04% |
$626K - $662K
|
3.81K
$94.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.9K- 62.25% |
$632K - $668K
|
6K
$149K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-10.3K- 3.53% |
$658K - $696K
|
282K
$7.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.4K- 95.75% |
$664K - $703K
|
462
$11.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.9K- 99.93% |
$823K - $870K
|
9
$223
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-14.5K- 6.52% |
$929K - $983K
|
209K
$5.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-16.9K- 6.94% |
$1.08M - $1.14M
|
226K
$5.61M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-18.4K- 44.01% |
$1.18M - $1.24M
|
23.4K
$581K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-25.5K- 17.43% |
$1.63M - $1.72M
|
121K
$3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.5K- 20.83% |
$1.88M - $1.99M
|
112K
$2.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-32.2K- 4.44% |
$2.06M - $2.18M
|
693K
$17.2M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-36.5K- 91.65% |
$2.33M - $2.47M
|
3.33K
$82.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-46.4K- 77.72% |
$2.96M - $3.13M
|
13.3K
$330K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-93.6K- 34.52% |
$5.98M - $6.32M
|
178K
$4.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-205K- 29.42% |
$13.1M - $13.8M
|
491K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-427K- 17.02% |
$27.3M - $28.8M
|
2.08M
$51.7M
|