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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
59.8K+ 203.15% |
$1.4M - $4.29M
|
89.2K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14K+ 190.13% |
$329K - $1M
|
21.3K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.34K+ 440.3% |
$102K - $311K
|
5.32K
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7.7K+ 201.41% |
$181K - $552K
|
11.5K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
33K+ 195.94% |
$775K - $2.37M
|
49.8K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.12K+ 822.06% |
$26.3K - $80.2K
|
1.25K
$30.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
17.5K+ 179.52% |
$410K - $1.25M
|
27.2K
$670K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
138K+ 206.82% |
$3.25M - $9.93M
|
205K
$5.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
184K+ 197.21% |
$4.32M - $13.2M
|
277K
$6.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.14K+ 200.12% |
$191K - $584K
|
12.2K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
466+ 200.0% |
$10.9K - $33.4K
|
699
$17.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
86.4K+ 199.93% |
$2.03M - $6.2M
|
130K
$3.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.59K+ 200.0% |
$60.8K - $186K
|
3.89K
$95.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
42New |
$987 - $3.01K
|
42
$1.04K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
526+ 201.53% |
$12.4K - $37.8K
|
787
$19.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47.1K+ 3.59% |
$1.11M - $3.38M
|
1.36M
$33.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
78+ 200.0% |
$1.83K - $5.6K
|
117
$2.89K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
72New |
$1.69K - $5.17K
|
72
$1.78K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
61.5K+ 201.04% |
$1.44M - $4.41M
|
92.1K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
38.2K+ 230.16% |
$898K - $2.74M
|
54.9K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
41.1K+ 864.9% |
$964K - $2.95M
|
45.8K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6K+ 200.0% |
$141K - $430K
|
8.99K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10.4K+ 199.42% |
$243K - $743K
|
15.6K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.91K+ 217.21% |
$186K - $568K
|
11.6K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.74K+ 176.33% |
$158K - $484K
|
10.6K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
37.1K+ 255.62% |
$871K - $2.66M
|
51.6K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
647K+ 324.71% |
$15.2M - $46.5M
|
847K
$20.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.51KNew |
$35.4K - $108K
|
1.51K
$37.2K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
30K+ 50.12% |
$705K - $2.15M
|
89.9K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
6.64K+ 200.0% |
$156K - $477K
|
9.96K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
19.1K+ 201.17% |
$449K - $1.37M
|
28.6K
$705K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
174K+ 200.0% |
$4.08M - $12.5M
|
260K
$6.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.41K+ 235.79% |
$197K - $603K
|
12K
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
192K+ 190.79% |
$4.52M - $13.8M
|
293K
$7.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
34.6K+ 282.9% |
$813K - $2.48M
|
46.8K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
257K+ 197.49% |
$6.04M - $18.5M
|
387K
$9.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
32.4K+ 385.93% |
$760K - $2.32M
|
40.8K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
969New |
$22.8K - $69.5K
|
969
$23.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
74.8K+ 197.58% |
$1.76M - $5.37M
|
113K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
4.82K+ 201.38% |
$113K - $346K
|
7.21K
$178K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
157K+ 196.27% |
$3.69M - $11.3M
|
237K
$5.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
177K+ 204.47% |
$4.15M - $12.7M
|
263K
$6.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
126+ 200.0% |
$2.96K - $9.04K
|
189
$4.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50.4K+ 243.44% |
$1.18M - $3.62M
|
71.1K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
111KNew |
$2.61M - $7.96M
|
111K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
481K+ 197.74% |
$11.3M - $34.5M
|
724K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
557+ 277.11% |
$13.1K - $40K
|
758
$18.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
74.6K+ 218.8% |
$1.75M - $5.35M
|
109K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.1KNew |
$49.3K - $151K
|
2.1K
$51.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
94.2KNew |
$2.21M - $6.76M
|
94.2K
$2.32M
|