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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.31MNew |
$85.6M - $94M
|
1.31M
$32.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
564K+ 202.22% |
$36.9M - $40.5M
|
843K
$21.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
502K+ 18.62% |
$32.8M - $36M
|
3.2M
$80M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
318K+ 0.24% |
$20.8M - $22.8M
|
131M
$3.27B
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
313K+ 7.24% |
$20.5M - $22.5M
|
4.64M
$116M
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
313KNew |
$20.4M - $22.4M
|
313K
$7.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
268K+ 189.4% |
$17.5M - $19.2M
|
409K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
252K+ 12.09% |
$16.4M - $18.1M
|
2.33M
$58.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
216K+ 211.59% |
$14.1M - $15.5M
|
318K
$7.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
185K+ 14.29% |
$12.1M - $13.3M
|
1.48M
$37.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
166K+ 6.03% |
$10.8M - $11.9M
|
2.92M
$73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
133K+ 21.57% |
$8.69M - $9.54M
|
750K
$18.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
132K+ 1103.68% |
$8.66M - $9.5M
|
144K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
131K+ 178.73% |
$8.55M - $9.39M
|
204K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 13.99% |
$8.45M - $9.28M
|
1.05M
$26.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
120K+ 196.46% |
$7.84M - $8.6M
|
181K
$4.53M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100KNew |
$6.56M - $7.2M
|
100K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
91.7K+ 174.76% |
$6M - $6.58M
|
144K
$3.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
88.8K+ 129.8% |
$5.81M - $6.38M
|
157K
$3.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
87KNew |
$5.69M - $6.25M
|
87K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.9K+ 10.82% |
$5.29M - $5.81M
|
829K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.8K+ 5.56% |
$4.37M - $4.8M
|
1.27M
$31.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
65.8K+ 78.67% |
$4.3M - $4.72M
|
150K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
57.1K+ 92.64% |
$3.73M - $4.09M
|
119K
$2.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.8K+ 13.17% |
$3.65M - $4.01M
|
480K
$12M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
52.8K+ 458.96% |
$3.45M - $3.79M
|
64.3K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49K+ 11.73% |
$3.2M - $3.52M
|
467K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
48.2K+ 25.19% |
$3.15M - $3.46M
|
240K
$6M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
47.6K+ 5.6% |
$3.11M - $3.42M
|
899K
$22.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
42.4KNew |
$2.77M - $3.04M
|
42.4K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.4K+ 8.55% |
$2.64M - $2.9M
|
512K
$12.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
39.8KNew |
$2.6M - $2.86M
|
39.8K
$997K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
39.3KNew |
$2.57M - $2.82M
|
39.3K
$983K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
38.1KNew |
$2.49M - $2.74M
|
38.1K
$954K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
34.6K+ 105.19% |
$2.26M - $2.48M
|
67.5K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
33.5K+ 18.93% |
$2.19M - $2.4M
|
210K
$5.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
32.9K+ 93.57% |
$2.15M - $2.36M
|
68.1K
$1.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30.9K+ 96.69% |
$2.02M - $2.22M
|
62.9K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.9K+ 192.9% |
$2.02M - $2.22M
|
46.9K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
29.1K+ 32.9% |
$1.9M - $2.09M
|
118K
$2.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
28.9K+ 7.0% |
$1.89M - $2.07M
|
441K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
28.7KNew |
$1.87M - $2.06M
|
28.7K
$718K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
24.2K+ 100.01% |
$1.58M - $1.74M
|
48.4K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.4K+ 418.3% |
$1.46M - $1.61M
|
27.7K
$694K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
22.3K+ 96.69% |
$1.46M - $1.6M
|
45.3K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.8K+ 17.61% |
$1.43M - $1.57M
|
146K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
21K+ 4.47% |
$1.37M - $1.51M
|
490K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 4.22% |
$1.36M - $1.5M
|
515K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
20.9KNew |
$1.36M - $1.5M
|
20.9K
$522K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
20.1K+ 30.43% |
$1.31M - $1.44M
|
86.2K
$2.16M
|