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 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
99.4K+ 264.07% |
$2.34M - $7.14M
|
137K
$3.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
97.9KNew |
$2.3M - $7.03M
|
97.9K
$2.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
97.5KNew |
$2.29M - $7M
|
97.5K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
97.1K+ 229.71% |
$2.28M - $6.97M
|
139K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
97.1K+ 288.18% |
$2.28M - $6.97M
|
131K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
95.2KNew |
$2.24M - $6.83M
|
95.2K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
94.6KNew |
$2.22M - $6.79M
|
94.6K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
94.2KNew |
$2.21M - $6.76M
|
94.2K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
93.1K+ 237.17% |
$2.19M - $6.68M
|
132K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
92.8K+ 218.81% |
$2.18M - $6.66M
|
135K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
90K+ 2488.83% |
$2.11M - $6.46M
|
93.6K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
88.7K+ 203.19% |
$2.08M - $6.37M
|
132K
$3.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.9K+ 198.13% |
$2.06M - $6.31M
|
132K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
86.7K+ 207.29% |
$2.04M - $6.23M
|
129K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
86.4K+ 199.93% |
$2.03M - $6.2M
|
130K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
84K+ 198.08% |
$1.97M - $6.03M
|
126K
$3M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
83.3K+ 260.93% |
$1.96M - $5.98M
|
115K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
82.2K+ 242.82% |
$1.93M - $5.9M
|
116K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
81.6K+ 204.34% |
$1.92M - $5.86M
|
122K
$2.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
81.5K+ 247.16% |
$1.91M - $5.85M
|
114K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
79.9K+ 255.39% |
$1.88M - $5.73M
|
111K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
79.3K+ 200.63% |
$1.86M - $5.69M
|
119K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
74.8K+ 197.58% |
$1.76M - $5.37M
|
113K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
74.6K+ 218.8% |
$1.75M - $5.35M
|
109K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
73.4KNew |
$1.73M - $5.27M
|
73.4K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
71.2KNew |
$1.67M - $5.11M
|
71.2K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
71.1K+ 200.37% |
$1.67M - $5.11M
|
107K
$2.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
70KNew |
$1.64M - $5.03M
|
70K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
69.9K+ 204.53% |
$1.64M - $5.02M
|
104K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
69.2K+ 110.03% |
$1.62M - $4.96M
|
132K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
68.4K+ 198.72% |
$1.61M - $4.91M
|
103K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67.8K+ 269.38% |
$1.59M - $4.86M
|
92.9K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
67.1K+ 220.34% |
$1.58M - $4.81M
|
97.5K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
66.6K+ 319.39% |
$1.57M - $4.78M
|
87.5K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
66K+ 230.32% |
$1.55M - $4.74M
|
94.7K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
64.8K+ 195.4% |
$1.52M - $4.65M
|
97.9K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
64.4K+ 210.12% |
$1.51M - $4.62M
|
95K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
64K+ 496.82% |
$1.5M - $4.59M
|
76.8K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
62.9KNew |
$1.48M - $4.51M
|
62.9K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
62.8K+ 260.13% |
$1.47M - $4.51M
|
86.9K
$2.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
62.2KNew |
$1.46M - $4.46M
|
62.2K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
61.5K+ 201.04% |
$1.44M - $4.41M
|
92.1K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
60.9KNew |
$1.43M - $4.37M
|
60.9K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60.1K+ 1896.09% |
$1.41M - $4.31M
|
63.3K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
59.8K+ 203.15% |
$1.4M - $4.29M
|
89.2K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
58.2K+ 49.03% |
$1.37M - $4.18M
|
177K
$4.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
56.8K+ 198.71% |
$1.33M - $4.08M
|
85.4K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
56.4K+ 211.03% |
$1.32M - $4.05M
|
83.1K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
55.3K+ 194.23% |
$1.3M - $3.97M
|
83.7K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
53.8K+ 381.72% |
$1.26M - $3.86M
|
68K
$1.61M
|