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 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
53.2K+ 310.01% |
$1.25M - $3.82M
|
70.4K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
53.2K+ 203.23% |
$1.25M - $3.82M
|
79.3K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.7K+ 217.59% |
$1.24M - $3.78M
|
77K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.6K+ 200.02% |
$1.24M - $3.77M
|
78.9K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
52.1K+ 167.64% |
$1.22M - $3.74M
|
83.2K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50.4K+ 243.44% |
$1.18M - $3.62M
|
71.1K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
48.1K+ 470.46% |
$1.13M - $3.45M
|
58.3K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
48K+ 833.16% |
$1.13M - $3.45M
|
53.8K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
47.7K+ 220.01% |
$1.12M - $3.42M
|
69.4K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
47.5K+ 198.49% |
$1.11M - $3.41M
|
71.4K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
47.1KNew |
$1.11M - $3.38M
|
47.1K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47.1K+ 3.59% |
$1.11M - $3.38M
|
1.36M
$32.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
47K+ 207.73% |
$1.1M - $3.37M
|
69.6K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
46.6K+ 238.36% |
$1.1M - $3.35M
|
66.2K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
45.8K+ 200.02% |
$1.07M - $3.28M
|
68.6K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
45.3K+ 276.98% |
$1.06M - $3.25M
|
61.6K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42.6K+ 186.75% |
$1M - $3.06M
|
65.4K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
42.4K+ 195.24% |
$997K - $3.05M
|
64.2K
$1.52M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
42.2KNew |
$992K - $3.03M
|
42.2K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
42.1K+ 189.74% |
$990K - $3.02M
|
64.3K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
42.1K+ 234.0% |
$988K - $3.02M
|
60.1K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
42K+ 202.74% |
$987K - $3.01M
|
62.7K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
41.9K+ 200.0% |
$984K - $3.01M
|
62.9K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.9K+ 181.89% |
$984K - $3.01M
|
64.9K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
41.6K+ 203.32% |
$977K - $2.98M
|
62K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
41.1K+ 864.9% |
$964K - $2.95M
|
45.8K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
40.9KNew |
$960K - $2.93M
|
40.9K
$971K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.4K+ 393.37% |
$949K - $2.9M
|
50.7K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
40K+ 196.65% |
$940K - $2.87M
|
60.4K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
39.6K+ 200.0% |
$930K - $2.84M
|
59.4K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
39.4KNew |
$924K - $2.82M
|
39.4K
$935K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
38.2K+ 230.16% |
$898K - $2.74M
|
54.9K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
38.2K+ 201.02% |
$896K - $2.74M
|
57.1K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37.9KNew |
$890K - $2.72M
|
37.9K
$900K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
37.8K+ 200.0% |
$887K - $2.71M
|
56.7K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
37.4K+ 195.86% |
$878K - $2.68M
|
56.5K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
37.3K+ 209.69% |
$875K - $2.67M
|
55K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
37.1K+ 255.62% |
$871K - $2.66M
|
51.6K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
37K+ 233.35% |
$868K - $2.65M
|
52.8K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
36.4K+ 220.2% |
$855K - $2.61M
|
52.9K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
36.1K+ 176.54% |
$847K - $2.59M
|
56.5K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
36K+ 189.08% |
$845K - $2.58M
|
55K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35.8K+ 183.18% |
$842K - $2.57M
|
55.4K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
35.4K+ 174.44% |
$833K - $2.54M
|
55.8K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
35.1K+ 201.41% |
$826K - $2.52M
|
52.6K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
34.6K+ 282.9% |
$813K - $2.48M
|
46.8K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
34.2K+ 200.0% |
$803K - $2.45M
|
51.3K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
33.7K+ 213.34% |
$792K - $2.42M
|
49.5K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
33K+ 195.94% |
$775K - $2.37M
|
49.8K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
33KNew |
$774K - $2.37M
|
33K
$783K
|