Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
27.3K+ 23.34% |
$1.46M - $1.7M
|
145K
$3.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
25.7K+ 64.53% |
$1.37M - $1.6M
|
65.6K
$1.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.4K+ 7.82% |
$1.36M - $1.58M
|
350K
$8.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
25K+ 10.51% |
$1.34M - $1.55M
|
263K
$6.41M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.9K+ 5.33% |
$1.28M - $1.48M
|
473K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
23.9K+ 6.63% |
$1.28M - $1.48M
|
383K
$9.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
22.8K+ 10.47% |
$1.22M - $1.42M
|
240K
$5.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.6K+ 2.34% |
$1.21M - $1.4M
|
991K
$24.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22.3KNew |
$1.19M - $1.38M
|
22.3K
$544K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
21.1K+ 18.03% |
$1.13M - $1.31M
|
138K
$3.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.7K+ 682.44% |
$1.11M - $1.29M
|
23.8K
$580K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
20.1K+ 49.21% |
$1.07M - $1.25M
|
60.8K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.9KNew |
$1.07M - $1.24M
|
19.9K
$486K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
18.9KNew |
$1.01M - $1.17M
|
18.9K
$461K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
18K+ 22.71% |
$961K - $1.12M
|
97.2K
$2.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.9KNew |
$901K - $1.05M
|
16.9K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
16.2K+ 1.12% |
$867K - $1.01M
|
1.46M
$35.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
14.6K+ 196.28% |
$778K - $904K
|
22K
$536K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.1K+ 182.12% |
$753K - $875K
|
21.8K
$532K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.9K+ 46.66% |
$744K - $864K
|
43.7K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$702K - $816K
|
13.1K
$320K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
13.1KNew |
$700K - $814K
|
13.1K
$320K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.6KNew |
$672K - $781K
|
12.6K
$307K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12.4K+ 14.08% |
$664K - $771K
|
101K
$2.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.4K+ 9.08% |
$661K - $768K
|
149K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.2K+ 198.56% |
$655K - $760K
|
18.4K
$449K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
12.1K+ 51.25% |
$648K - $753K
|
35.8K
$873K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
12.1K+ 2.85% |
$646K - $751K
|
436K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
11.6KNew |
$618K - $718K
|
11.6K
$282K
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
11.5K+ 4.38% |
$615K - $715K
|
274K
$6.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
10.7KNew |
$570K - $662K
|
10.7K
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
10.6KNew |
$567K - $659K
|
10.6K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.5K+ 56.74% |
$564K - $655K
|
29.1K
$710K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
10.4KNew |
$553K - $643K
|
10.4K
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.3KNew |
$550K - $639K
|
10.3K
$251K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.2K+ 1.43% |
$548K - $636K
|
727K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 12.65% |
$545K - $633K
|
90.7K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 1363.31% |
$542K - $630K
|
10.9K
$266K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
9.91K+ 21.37% |
$530K - $616K
|
56.3K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9.27K+ 1.15% |
$496K - $576K
|
816K
$19.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.95K+ 12.25% |
$479K - $556K
|
82K
$2M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.57K+ 80.9% |
$458K - $532K
|
19.2K
$468K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
8.44KNew |
$451K - $524K
|
8.44K
$206K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
8.38K+ 16.94% |
$448K - $521K
|
57.9K
$1.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.38KNew |
$448K - $520K
|
8.38K
$204K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
8.27KNew |
$442K - $514K
|
8.27K
$202K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
8.19K+ 9.23% |
$438K - $509K
|
96.9K
$2.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Schwab Charitable Fund
|
BUY
|
- |
8.03KNew |
$429K - $498K
|
8.03K
$196K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8K+ 9.63% |
$428K - $497K
|
91.1K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.87K+ 42.82% |
$421K - $489K
|
26.3K
$641K
|