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 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.03K+ 526.53% |
$67.5K - $74.1K
|
1.23K
$29.5K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
987New |
$64.5K - $70.8K
|
987
$23.7K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
949+ 4.87% |
$62K - $68.1K
|
20.5K
$492K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
830New |
$54.2K - $59.6K
|
830
$20K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
710+ 20.11% |
$46.4K - $50.9K
|
4.24K
$102K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
697New |
$45.6K - $50K
|
697
$16.8K
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
649+ 11.65% |
$42.4K - $46.6K
|
6.22K
$150K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
648+ 4.23% |
$42.4K - $46.5K
|
16K
$384K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
566+ 1.08% |
$37K - $40.6K
|
53K
$1.28M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
526+ 5.59% |
$34.4K - $37.7K
|
9.94K
$239K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
512+ 28.59% |
$33.5K - $36.7K
|
2.3K
$55.4K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
451New |
$29.5K - $32.4K
|
451
$10.9K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
443+ 0.98% |
$29K - $31.8K
|
45.9K
$1.1M
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
288+ 0.26% |
$18.8K - $20.7K
|
113K
$2.72M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
274New |
$17.9K - $19.7K
|
274
$6.59K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
219+ 384.21% |
$14.3K - $15.7K
|
276
$6.64K
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
202+ 3.21% |
$13.2K - $14.5K
|
6.49K
$156K
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
179New |
$11.7K - $12.8K
|
179
$4.31K
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
173+ 0.3% |
$11.3K - $12.4K
|
58K
$1.39M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
153+ 283.33% |
$10K - $11K
|
207
$4.98K
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
109+ 2.4% |
$7.12K - $7.82K
|
4.66K
$112K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
108+ 1.68% |
$7.06K - $7.75K
|
6.53K
$157K
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
72+ 0.89% |
$4.71K - $5.17K
|
8.13K
$196K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
66+ 0.99% |
$4.31K - $4.74K
|
6.74K
$162K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
63New |
$4.12K - $4.52K
|
63
$1.52K
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
57+ 1.32% |
$3.73K - $4.09K
|
4.38K
$105K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
43New |
$2.81K - $3.09K
|
43
$1.03K
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
39+ 0.13% |
$2.55K - $2.8K
|
30.6K
$736K
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
37+ 0.18% |
$2.42K - $2.66K
|
20.3K
$489K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
36+ 0.9% |
$2.35K - $2.58K
|
4.06K
$97.6K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32+ 18.93% |
$2.09K - $2.3K
|
201
$4.84K
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
32+ 0.38% |
$2.09K - $2.3K
|
8.53K
$205K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
27+ 0.53% |
$1.76K - $1.94K
|
5.11K
$123K
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
23+ 0.19% |
$1.5K - $1.65K
|
11.9K
$287K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
19+ 0.43% |
$1.24K - $1.36K
|
4.47K
$107K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
18+ 0.47% |
$1.18K - $1.29K
|
3.82K
$92K
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4+ 0.1% |
$261 - $287
|
4.07K
$97.9K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 1.09% |
$196 - $215
|
279
$6.71K
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$131 - $144
|
22.9K
$550K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1+ 0.04% |
$65.4 - $71.8
|
2.81K
$67.7K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 7.81% |
$327 - $359
|
59
$1.42K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7- 0.14% |
$458 - $502
|
4.87K
$117K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7- 0.22% |
$458 - $502
|
3.16K
$76K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10- 6.02% |
$654 - $718
|
156
$3.75K
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-41- 0.02% |
$2.68K - $2.94K
|
264K
$6.36M
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-62- 96.88% |
$4.05K - $4.45K
|
2
$48.1
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-70- 0.29% |
$4.58K - $5.02K
|
23.9K
$575K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-75- 0.89% |
$4.9K - $5.38K
|
8.39K
$202K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-96- 5.81% |
$6.27K - $6.89K
|
1.56K
$37.4K
|