Latest Institutional Transactions on Schwab Fundamental U S Large C (FNDX)
This table provides information on the latest institutional transactions involving Schwab Fundamental U S Large C (FNDX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.7K- 36.84% |
$1.29M - $1.42M
|
33.9K
$809K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-187- 4.91% |
$12.2K - $13.4K
|
3.62K
$86.5K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-14K- 18.19% |
$914K - $1M
|
62.9K
$1.5M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-10.5K- 6.88% |
$686K - $754K
|
142K
$3.39M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.49K+ 2.79% |
$163K - $179K
|
91.8K
$2.19M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100KNew |
$6.56M - $7.2M
|
100K
$2.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
38.1KNew |
$2.49M - $2.74M
|
38.1K
$911K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
2.92KNew |
$191K - $209K
|
2.92K
$69.7K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 0.46% |
$458 - $502
|
1.53K
$36.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
52.8K+ 458.96% |
$3.45M - $3.79M
|
64.3K
$1.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.6KNew |
$951K - $1.04M
|
14.6K
$348K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.53K+ 4.97% |
$296K - $325K
|
95.5K
$2.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
973+ 49.04% |
$63.6K - $69.8K
|
2.96K
$70.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.8K+ 160.19% |
$703K - $772K
|
17.5K
$417K
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
8.85KNew |
$578K - $635K
|
8.85K
$211K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.11K+ 31.45% |
$268K - $295K
|
17.2K
$410K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
240New |
$15.7K - $17.2K
|
240
$5.73K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
65.8K+ 78.67% |
$4.3M - $4.72M
|
150K
$3.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
315+ 0.75% |
$20.6K - $22.6K
|
42.4K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.26KNew |
$213K - $234K
|
3.26K
$77.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
252K+ 12.09% |
$16.4M - $18.1M
|
2.33M
$55.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.69K+ 96511.11% |
$568K - $623K
|
8.7K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.5K+ 66.74% |
$1.27M - $1.4M
|
48.7K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16KNew |
$1.05M - $1.15M
|
16K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.51K- 0.42% |
$229K - $252K
|
833K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
22+ 0.68% |
$1.44K - $1.58K
|
3.24K
$77.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.05KNew |
$265K - $291K
|
4.05K
$96.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.76% |
$131 - $144
|
265
$6.33K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 13.99% |
$8.45M - $9.28M
|
1.05M
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.8K+ 5.56% |
$4.37M - $4.8M
|
1.27M
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
91.7K+ 174.76% |
$6M - $6.58M
|
144K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
4+ 0.89% |
$261 - $287
|
451
$10.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.73K+ 2.66% |
$309K - $339K
|
182K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.61K+ 259.71% |
$236K - $259K
|
5K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-184- 3.48% |
$12K - $13.2K
|
5.1K
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-545- 0.86% |
$35.6K - $39.1K
|
63K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
124+ 0.47% |
$8.1K - $8.9K
|
26.3K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.25K- 27.21% |
$81.8K - $89.8K
|
3.35K
$80K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.61K- 23.6% |
$628K - $689K
|
31.1K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.7K- 17.07% |
$242K - $266K
|
18K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
21K+ 4.47% |
$1.37M - $1.51M
|
490K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-264- 0.98% |
$17.3K - $18.9K
|
26.7K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
133K+ 21.57% |
$8.69M - $9.54M
|
750K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-390- 5.89% |
$25.5K - $28K
|
6.23K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-187- 0.81% |
$12.2K - $13.4K
|
23K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
402+ 4.57% |
$26.3K - $28.8K
|
9.2K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-62- 0.61% |
$4.05K - $4.45K
|
10.1K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.57K+ 121.31% |
$625K - $686K
|
17.5K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.02KNew |
$393K - $432K
|
6.02K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.83K+ 14.19% |
$185K - $203K
|
22.8K
$545K
|