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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
570K+ 201.99% |
$13.4M - $40.9M
|
853K
$20.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
554KNew |
$13M - $39.8M
|
554K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
514K+ 190.28% |
$12.1M - $36.9M
|
784K
$18.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
506K+ 240.76% |
$11.9M - $36.3M
|
716K
$17M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
502K+ 189.82% |
$11.8M - $36M
|
767K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
496K+ 195.82% |
$11.6M - $35.6M
|
749K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
485K+ 199.39% |
$11.4M - $34.8M
|
729K
$17.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
481K+ 197.74% |
$11.3M - $34.5M
|
724K
$17.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
481KNew |
$11.3M - $34.5M
|
481K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
465K+ 242.25% |
$10.9M - $33.4M
|
657K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
437K+ 285.07% |
$10.3M - $31.4M
|
591K
$14M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
428KNew |
$10.1M - $30.7M
|
428K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
427K+ 192.02% |
$10M - $30.6M
|
649K
$15.4M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
422K+ 248.94% |
$9.92M - $30.3M
|
592K
$14.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
410K+ 201.32% |
$9.63M - $29.4M
|
614K
$14.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
409K+ 205.71% |
$9.6M - $29.3M
|
608K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
404K+ 200.8% |
$9.49M - $29M
|
605K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
400K+ 211.08% |
$9.4M - $28.7M
|
590K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
400K+ 205.65% |
$9.39M - $28.7M
|
594K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
386K+ 203.75% |
$9.06M - $27.7M
|
575K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
374K+ 256.37% |
$8.78M - $26.8M
|
520K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
365K+ 200.52% |
$8.58M - $26.2M
|
548K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
353K+ 218.26% |
$8.29M - $25.3M
|
515K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
333K+ 222.95% |
$7.83M - $23.9M
|
483K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
325K+ 189.35% |
$7.64M - $23.3M
|
497K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
324K+ 199.25% |
$7.61M - $23.3M
|
487K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
309K+ 262.67% |
$7.26M - $22.2M
|
427K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
298K+ 205.97% |
$6.99M - $21.4M
|
442K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
297K+ 199.54% |
$6.99M - $21.3M
|
446K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
291K+ 203.56% |
$6.84M - $20.9M
|
434K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
288K+ 197.35% |
$6.76M - $20.6M
|
433K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
282KNew |
$6.62M - $20.2M
|
282K
$6.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
281K+ 214.55% |
$6.59M - $20.1M
|
411K
$9.77M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
271K+ 196.31% |
$6.36M - $19.4M
|
408K
$9.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
266KNew |
$6.26M - $19.1M
|
266K
$6.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
265K+ 250.96% |
$6.22M - $19M
|
370K
$8.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
262K+ 192.63% |
$6.15M - $18.8M
|
397K
$9.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
257K+ 197.49% |
$6.04M - $18.5M
|
387K
$9.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
253K+ 177.15% |
$5.95M - $18.2M
|
396K
$9.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
251K+ 129.42% |
$5.91M - $18M
|
446K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
250K+ 187.06% |
$5.87M - $17.9M
|
383K
$9.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
247K+ 211.35% |
$5.79M - $17.7M
|
363K
$8.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
243K+ 197.95% |
$5.72M - $17.5M
|
366K
$8.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
241K+ 230.07% |
$5.66M - $17.3M
|
346K
$8.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
240K+ 228.59% |
$5.64M - $17.2M
|
345K
$8.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
238K+ 249.56% |
$5.6M - $17.1M
|
334K
$7.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
238K+ 217.76% |
$5.6M - $17.1M
|
348K
$8.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
232K+ 205.67% |
$5.45M - $16.7M
|
345K
$8.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
230K+ 276.86% |
$5.41M - $16.5M
|
314K
$7.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
230K+ 211.21% |
$5.4M - $16.5M
|
339K
$8.05M
|