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 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
229K+ 218.5% |
$5.39M - $16.5M
|
334K
$7.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
213K+ 214.97% |
$5M - $15.3M
|
312K
$7.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
211K+ 245.11% |
$4.96M - $15.2M
|
298K
$7.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
206K+ 236.36% |
$4.83M - $14.8M
|
293K
$6.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
205K+ 223.7% |
$4.82M - $14.7M
|
297K
$7.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200K+ 221.99% |
$4.71M - $14.4M
|
291K
$6.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
198K+ 196.88% |
$4.64M - $14.2M
|
298K
$7.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
192K+ 190.79% |
$4.52M - $13.8M
|
293K
$6.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
190K+ 202.29% |
$4.46M - $13.6M
|
284K
$6.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
188K+ 170.33% |
$4.42M - $13.5M
|
299K
$7.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
188K+ 414.94% |
$4.42M - $13.5M
|
233K
$5.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
184K+ 197.21% |
$4.32M - $13.2M
|
277K
$6.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
177K+ 271.78% |
$4.16M - $12.7M
|
242K
$5.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
177K+ 204.47% |
$4.15M - $12.7M
|
263K
$6.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
174K+ 182.62% |
$4.1M - $12.5M
|
270K
$6.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
174K+ 200.0% |
$4.08M - $12.5M
|
260K
$6.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
173K+ 1156.87% |
$4.06M - $12.4M
|
188K
$4.46M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
170K+ 119.75% |
$4M - $12.2M
|
312K
$7.42M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
170KNew |
$3.98M - $12.2M
|
170K
$4.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
167K+ 240.97% |
$3.93M - $12M
|
237K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
164KNew |
$3.86M - $11.8M
|
164K
$3.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
158K+ 571.11% |
$3.72M - $11.4M
|
186K
$4.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
157K+ 196.27% |
$3.69M - $11.3M
|
237K
$5.64M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
155K+ 230.18% |
$3.65M - $11.1M
|
223K
$5.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
149K+ 375.03% |
$3.51M - $10.7M
|
189K
$4.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
147K+ 215.0% |
$3.44M - $10.5M
|
215K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
147K+ 2442.13% |
$3.44M - $10.5M
|
153K
$3.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
143K+ 193.73% |
$3.37M - $10.3M
|
217K
$5.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
138K+ 206.82% |
$3.25M - $9.93M
|
205K
$4.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
133K+ 250.61% |
$3.13M - $9.55M
|
186K
$4.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
131K+ 200.58% |
$3.08M - $9.42M
|
197K
$4.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
131K+ 209.21% |
$3.07M - $9.39M
|
193K
$4.59M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
131K+ 194.26% |
$3.07M - $9.38M
|
198K
$4.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
128K+ 3154.62% |
$3M - $9.17M
|
132K
$3.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
127K+ 193.36% |
$2.98M - $9.1M
|
192K
$4.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
125K+ 216.13% |
$2.94M - $8.99M
|
183K
$4.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
124K+ 254.56% |
$2.91M - $8.89M
|
173K
$4.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
118K+ 187.14% |
$2.77M - $8.46M
|
181K
$4.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
118K+ 172.87% |
$2.77M - $8.45M
|
186K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
118K+ 616.23% |
$2.76M - $8.45M
|
137K
$3.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
111KNew |
$2.61M - $7.96M
|
111K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
110K+ 194.99% |
$2.59M - $7.9M
|
167K
$3.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
109K+ 200.1% |
$2.55M - $7.8M
|
163K
$3.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
104K+ 195.86% |
$2.44M - $7.45M
|
157K
$3.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
103K+ 304.86% |
$2.42M - $7.41M
|
137K
$3.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
103K+ 220.59% |
$2.42M - $7.39M
|
150K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
101K+ 628.79% |
$2.37M - $7.24M
|
117K
$2.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
101K+ 203.73% |
$2.36M - $7.22M
|
150K
$3.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
100KNew |
$2.36M - $7.2M
|
100K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
99.5KNew |
$2.34M - $7.14M
|
99.5K
$2.36M
|