Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
216K+ 211.59% |
$14.1M - $15.5M
|
318K
$7.64M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
166K+ 6.03% |
$10.8M - $11.9M
|
2.92M
$70.2M
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
132K+ 1103.68% |
$8.66M - $9.5M
|
144K
$3.48M
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
120K+ 196.46% |
$7.84M - $8.6M
|
181K
$4.35M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
87KNew |
$5.69M - $6.25M
|
87K
$2.09M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.8K+ 13.17% |
$3.65M - $4.01M
|
480K
$11.5M
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
47.6K+ 5.6% |
$3.11M - $3.42M
|
899K
$21.6M
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
28.9K+ 7.0% |
$1.89M - $2.07M
|
441K
$10.6M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.8K+ 17.61% |
$1.43M - $1.57M
|
146K
$3.51M
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
20.1K+ 30.43% |
$1.31M - $1.44M
|
86.2K
$2.07M
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
19.6KNew |
$1.28M - $1.4M
|
19.6K
$471K
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
15.1K+ 11.24% |
$984K - $1.08M
|
149K
$3.59M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
14.6K+ 79.84% |
$956K - $1.05M
|
33K
$793K
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
14.1K+ 33.41% |
$924K - $1.01M
|
56.4K
$1.36M
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.5K+ 3.47% |
$884K - $970K
|
403K
$9.7M
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
11.8K+ 16.5% |
$770K - $846K
|
83.2K
$2M
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
9.6K+ 13.63% |
$628K - $689K
|
80.1K
$1.93M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.88K+ 28.95% |
$580K - $637K
|
39.5K
$951K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.89K+ 45.71% |
$516K - $566K
|
25.2K
$605K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.54K+ 1.74% |
$493K - $541K
|
440K
$10.6M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.46KNew |
$422K - $464K
|
6.46K
$155K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.76KNew |
$376K - $413K
|
5.76K
$139K
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
5.1K+ 1.13% |
$334K - $366K
|
455K
$11M
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.89K+ 10.13% |
$319K - $351K
|
53.1K
$1.28M
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.59K+ 16.79% |
$300K - $329K
|
31.9K
$768K
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.35K+ 11.6% |
$284K - $312K
|
41.8K
$1.01M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.17K+ 1.44% |
$273K - $299K
|
293K
$7.05M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.69K+ 40.44% |
$241K - $265K
|
12.8K
$309K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.31KNew |
$216K - $237K
|
3.31K
$79.6K
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.99KNew |
$196K - $215K
|
2.99K
$72K
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.87KNew |
$187K - $206K
|
2.87K
$69K
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.79KNew |
$183K - $200K
|
2.79K
$67.2K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.69K+ 1.12% |
$176K - $193K
|
243K
$5.85M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.58K+ 6.5% |
$169K - $185K
|
42.3K
$1.02M
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.5K+ 13.96% |
$164K - $180K
|
20.4K
$492K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.45K+ 40.81% |
$160K - $176K
|
8.45K
$203K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.28K+ 7.9% |
$149K - $163K
|
31.1K
$748K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.13K+ 0.62% |
$139K - $153K
|
345K
$8.3M
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.08K+ 1.72% |
$136K - $149K
|
123K
$2.96M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.99K+ 30.75% |
$130K - $143K
|
8.47K
$204K
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
1.99KNew |
$130K - $143K
|
1.99K
$47.8K
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.8K+ 17.26% |
$118K - $129K
|
12.2K
$294K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.8K+ 23.07% |
$117K - $129K
|
9.58K
$230K
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.76K+ 12.8% |
$115K - $126K
|
15.5K
$372K
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.5K+ 1.62% |
$97.9K - $107K
|
93.9K
$2.26M
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.41K+ 13.27% |
$91.8K - $101K
|
12K
$289K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.35K+ 2.04% |
$88.3K - $96.9K
|
67.5K
$1.62M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.14K+ 14.81% |
$74.2K - $81.4K
|
8.8K
$212K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.12K+ 10.72% |
$73.2K - $80.4K
|
11.6K
$278K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.03K+ 526.53% |
$67.5K - $74.1K
|
1.23K
$29.5K
|