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 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
274New |
$17.9K - $19.7K
|
274
$6.86K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
261New |
$17.1K - $18.7K
|
261
$6.54K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
255+ 8.82% |
$16.7K - $18.3K
|
3.15K
$78.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
240New |
$15.7K - $17.2K
|
240
$6.01K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
227+ 1.13% |
$14.8K - $16.3K
|
20.3K
$510K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
221+ 2.85% |
$14.4K - $15.9K
|
7.98K
$200K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
219+ 384.21% |
$14.3K - $15.7K
|
276
$6.91K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
202+ 3.21% |
$13.2K - $14.5K
|
6.49K
$163K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
179New |
$11.7K - $12.8K
|
179
$4.48K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
173+ 0.3% |
$11.3K - $12.4K
|
58K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
162+ 1.19% |
$10.6K - $11.6K
|
13.8K
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
159+ 0.24% |
$10.4K - $11.4K
|
66.9K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
154+ 0.05% |
$10.1K - $11.1K
|
332K
$8.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
153+ 283.33% |
$10K - $11K
|
207
$5.18K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
144+ 3.42% |
$9.41K - $10.3K
|
4.35K
$109K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
143+ 7.55% |
$9.35K - $10.3K
|
2.04K
$51K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
124+ 0.47% |
$8.1K - $8.9K
|
26.3K
$658K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
114New |
$7.45K - $8.18K
|
114
$2.85K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
109+ 2.4% |
$7.12K - $7.82K
|
4.66K
$117K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
108+ 1.68% |
$7.06K - $7.75K
|
6.53K
$163K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
106+ 30.2% |
$6.93K - $7.61K
|
457
$11.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
104+ 0.9% |
$6.8K - $7.46K
|
11.7K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
84+ 0.9% |
$5.49K - $6.03K
|
9.39K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
73+ 0.9% |
$4.77K - $5.24K
|
8.14K
$204K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
72+ 0.89% |
$4.71K - $5.17K
|
8.13K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
70New |
$4.58K - $5.02K
|
70
$1.75K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
66+ 0.99% |
$4.31K - $4.74K
|
6.74K
$169K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
65+ 0.9% |
$4.25K - $4.66K
|
7.3K
$183K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
63New |
$4.12K - $4.52K
|
63
$1.58K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
57+ 1.32% |
$3.73K - $4.09K
|
4.38K
$110K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
54New |
$3.53K - $3.88K
|
54
$1.35K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
43New |
$2.81K - $3.09K
|
43
$1.08K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
42+ 0.9% |
$2.75K - $3.01K
|
4.72K
$118K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
39+ 0.13% |
$2.55K - $2.8K
|
30.6K
$766K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
38+ 0.74% |
$2.48K - $2.73K
|
5.17K
$129K
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
37+ 0.18% |
$2.42K - $2.66K
|
20.3K
$509K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
36+ 0.9% |
$2.35K - $2.58K
|
4.06K
$102K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
34+ 0.36% |
$2.22K - $2.44K
|
9.5K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
32+ 0.91% |
$2.09K - $2.3K
|
3.57K
$89.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
32+ 0.38% |
$2.09K - $2.3K
|
8.53K
$214K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32+ 18.93% |
$2.09K - $2.3K
|
201
$5.03K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
32+ 0.26% |
$2.09K - $2.3K
|
12.3K
$309K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
27+ 0.53% |
$1.76K - $1.94K
|
5.11K
$128K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
24+ 7.55% |
$1.57K - $1.72K
|
342
$8.56K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
23+ 0.19% |
$1.5K - $1.65K
|
11.9K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
22+ 0.68% |
$1.44K - $1.58K
|
3.24K
$81.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22New |
$1.44K - $1.58K
|
22
$551
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
22+ 0.5% |
$1.44K - $1.58K
|
4.43K
$111K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 0.46% |
$1.37K - $1.51K
|
4.63K
$116K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
20New |
$1.31K - $1.44K
|
20
$501
|