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 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6.56K+ 102.48% |
$429K - $471K
|
13K
$324K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.46KNew |
$422K - $464K
|
6.46K
$162K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.41K+ 1.48% |
$419K - $460K
|
438K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
6.39K+ 69.54% |
$418K - $459K
|
15.6K
$390K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.35K+ 7.3% |
$415K - $456K
|
93.3K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.24K+ 6.6% |
$408K - $448K
|
101K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.02KNew |
$393K - $432K
|
6.02K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.88KNew |
$384K - $422K
|
5.88K
$147K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5.83K+ 7.23% |
$381K - $419K
|
86.5K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8K+ 43.61% |
$379K - $416K
|
19.1K
$478K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.76KNew |
$376K - $413K
|
5.76K
$144K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
5.75KNew |
$376K - $412K
|
5.75K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.58KNew |
$365K - $401K
|
5.58K
$140K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.49K+ 5.53% |
$359K - $394K
|
105K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.28KNew |
$345K - $379K
|
5.28K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.22K+ 0.43% |
$341K - $374K
|
1.22M
$30.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
5.1K+ 1.13% |
$334K - $366K
|
455K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.89K+ 10.13% |
$319K - $351K
|
53.1K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.84KNew |
$316K - $347K
|
4.84K
$121K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.79K+ 100.93% |
$313K - $344K
|
9.54K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.75KNew |
$310K - $341K
|
4.75K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.73K+ 2.66% |
$309K - $339K
|
182K
$4.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.71K+ 66.27% |
$308K - $338K
|
11.8K
$296K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.59K+ 16.79% |
$300K - $329K
|
31.9K
$799K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.53K+ 4.97% |
$296K - $325K
|
95.5K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.36K+ 122.98% |
$285K - $313K
|
7.9K
$198K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.35K+ 6.69% |
$285K - $312K
|
69.4K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.35K+ 11.6% |
$284K - $312K
|
41.8K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.34KNew |
$284K - $311K
|
4.34K
$109K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.31K+ 28.21% |
$281K - $309K
|
19.6K
$490K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
4.2KNew |
$275K - $301K
|
4.2K
$105K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.17K+ 1.44% |
$273K - $299K
|
293K
$7.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.11K+ 31.45% |
$268K - $295K
|
17.2K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.05KNew |
$265K - $291K
|
4.05K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.97K+ 200.0% |
$260K - $285K
|
5.96K
$149K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.82KNew |
$250K - $274K
|
3.82K
$95.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.69K+ 40.44% |
$241K - $265K
|
12.8K
$321K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
3.69KNew |
$241K - $265K
|
3.69K
$92.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.68K+ 95.53% |
$240K - $264K
|
7.53K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.61K+ 259.71% |
$236K - $259K
|
5K
$125K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
3.54KNew |
$232K - $254K
|
3.54K
$88.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.41K+ 2.68% |
$223K - $245K
|
131K
$3.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.4K+ 8.31% |
$222K - $244K
|
44.4K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
3.35K+ 3.3% |
$219K - $240K
|
105K
$2.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.31KNew |
$216K - $237K
|
3.31K
$82.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.26KNew |
$213K - $234K
|
3.26K
$81.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3.2KNew |
$209K - $230K
|
3.2K
$80.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.15KNew |
$206K - $226K
|
3.15K
$78.8K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.08KNew |
$202K - $221K
|
3.08K
$77.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.99KNew |
$196K - $215K
|
2.99K
$75K
|