Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
5.99K+ 200.0% |
$141K - $430K
|
8.98K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.93K+ 200.1% |
$139K - $425K
|
8.89K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.88K+ 187.09% |
$138K - $422K
|
9.03K
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.85K+ 198.1% |
$137K - $420K
|
8.8K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
5.82K+ 116.4% |
$137K - $418K
|
10.8K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.63K+ 200.0% |
$132K - $404K
|
8.44K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
5.54K+ 200.0% |
$130K - $398K
|
8.31K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
5.52KNew |
$130K - $396K
|
5.52K
$129K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.44K+ 208.95% |
$128K - $390K
|
8.04K
$188K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.21K+ 149.6% |
$122K - $374K
|
8.69K
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5.12K+ 200.0% |
$120K - $368K
|
7.69K
$180K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.06K+ 200.0% |
$119K - $363K
|
7.58K
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.86KNew |
$114K - $349K
|
4.86K
$114K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.86K+ 10.35% |
$114K - $348K
|
51.8K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
4.82K+ 201.38% |
$113K - $346K
|
7.21K
$169K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.72K+ 1296.15% |
$111K - $339K
|
5.08K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.69KNew |
$110K - $337K
|
4.69K
$110K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.34K+ 440.3% |
$102K - $311K
|
5.32K
$124K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.16KNew |
$97.7K - $298K
|
4.16K
$97.2K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
3.97K+ 200.0% |
$93.3K - $285K
|
5.96K
$139K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.95KNew |
$92.7K - $283K
|
3.95K
$92.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.95K+ 52.42% |
$92.7K - $283K
|
11.5K
$268K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.84K+ 217.09% |
$90.1K - $275K
|
5.6K
$131K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.78K+ 200.0% |
$88.7K - $271K
|
5.67K
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.77K+ 2.61% |
$88.4K - $270K
|
148K
$3.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.64K+ 178.93% |
$85.6K - $261K
|
5.68K
$133K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
3.62K+ 18.69% |
$85K - $260K
|
23K
$537K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.59K+ 200.0% |
$84.4K - $258K
|
5.39K
$126K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.55K+ 200.0% |
$83.4K - $255K
|
5.33K
$124K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3.31K+ 724.51% |
$77.8K - $238K
|
3.77K
$88.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.23KNew |
$76K - $232K
|
3.23K
$75.6K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
3.13K+ 201.29% |
$73.6K - $225K
|
4.69K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.11K+ 207.2% |
$73K - $223K
|
4.61K
$108K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.07K+ 133.3% |
$72.1K - $220K
|
5.37K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.07K+ 200.65% |
$72.1K - $220K
|
4.6K
$108K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.06K+ 200.0% |
$71.9K - $220K
|
4.59K
$107K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.98K+ 50.13% |
$70K - $214K
|
8.93K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.91K+ 200.0% |
$68.3K - $209K
|
4.36K
$102K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.84K+ 200.0% |
$66.7K - $204K
|
4.26K
$99.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.66K+ 190.35% |
$62.6K - $191K
|
4.06K
$95K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.59K+ 200.0% |
$60.8K - $186K
|
3.89K
$90.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.49K+ 14.24% |
$58.4K - $178K
|
20K
$466K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.46K+ 200.0% |
$57.7K - $176K
|
3.68K
$86.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.3KNew |
$54.1K - $165K
|
2.3K
$53.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.24K+ 200.0% |
$52.6K - $161K
|
3.36K
$78.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.12K+ 870.49% |
$49.9K - $152K
|
2.37K
$55.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.1KNew |
$49.3K - $151K
|
2.1K
$49.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.08KNew |
$48.8K - $149K
|
2.08K
$48.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.07K+ 0.51% |
$48.6K - $149K
|
411K
$9.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.05KNew |
$48.1K - $147K
|
2.05K
$47.9K
|