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 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
36K+ 189.08% |
$845K - $2.58M
|
55K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
234+ 200.0% |
$5.5K - $16.8K
|
351
$8.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-641- 59.74% |
$15.1K - $46K
|
432
$10.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
6.19M+ 212.33% |
$145M - $444M
|
9.11M
$216M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
956K+ 162.55% |
$22.5M - $68.6M
|
1.54M
$36.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
143K+ 193.73% |
$3.37M - $10.3M
|
217K
$5.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
316+ 200.0% |
$7.42K - $22.7K
|
474
$11.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
25.6KNew |
$601K - $1.84M
|
25.6K
$606K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
9.5K+ 201.4% |
$223K - $682K
|
14.2K
$337K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
811K+ 201.13% |
$19M - $58.2M
|
1.21M
$28.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.72K+ 110.37% |
$40.5K - $124K
|
3.29K
$77.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-5.9K- 0.7% |
$139K - $423K
|
837K
$19.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
31.6K+ 174.06% |
$743K - $2.27M
|
49.8K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37.9KNew |
$890K - $2.72M
|
37.9K
$897K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
6.08K+ 200.0% |
$143K - $437K
|
9.13K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
81.6K+ 204.34% |
$1.92M - $5.86M
|
122K
$2.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
548+ 200.0% |
$12.9K - $39.3K
|
822
$19.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
133K+ 250.61% |
$3.13M - $9.55M
|
186K
$4.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
13K+ 200.0% |
$306K - $935K
|
19.5K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11K+ 200.0% |
$259K - $791K
|
16.5K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
250K+ 187.06% |
$5.87M - $17.9M
|
383K
$9.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
174K+ 182.62% |
$4.1M - $12.5M
|
270K
$6.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
298K+ 205.97% |
$6.99M - $21.4M
|
442K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.41M+ 209.53% |
$33.2M - $101M
|
2.09M
$49.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
24.3K+ 197.54% |
$572K - $1.75M
|
36.7K
$868K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
358+ 200.0% |
$8.41K - $25.7K
|
537
$12.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
18.4K+ 200.0% |
$432K - $1.32M
|
27.6K
$653K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
168New |
$3.95K - $12.1K
|
168
$3.97K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.93K- 12.93% |
$139K - $426K
|
39.9K
$945K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
18.7K+ 265.05% |
$439K - $1.34M
|
25.8K
$609K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
190K+ 202.29% |
$4.46M - $13.6M
|
284K
$6.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
232+ 200.0% |
$5.45K - $16.7K
|
348
$8.23K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
9.13K+ 281.57% |
$215K - $656K
|
12.4K
$293K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
68.4K+ 198.72% |
$1.61M - $4.91M
|
103K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
253K+ 177.15% |
$5.95M - $18.2M
|
396K
$9.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
27.1K+ 226.25% |
$638K - $1.95M
|
39.1K
$926K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
13.8K+ 314.7% |
$324K - $989K
|
18.2K
$430K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.86K+ 10.35% |
$114K - $348K
|
51.8K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
37.3K+ 209.69% |
$875K - $2.67M
|
55K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
95.2KNew |
$2.24M - $6.83M
|
95.2K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
954K+ 217.57% |
$22.4M - $68.5M
|
1.39M
$32.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
297K+ 199.54% |
$6.99M - $21.3M
|
446K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
83.3K+ 260.93% |
$1.96M - $5.98M
|
115K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
325K+ 189.35% |
$7.64M - $23.3M
|
497K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
30.4KNew |
$713K - $2.18M
|
30.4K
$718K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.63K+ 200.0% |
$132K - $404K
|
8.44K
$200K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
9.32K+ 200.0% |
$219K - $669K
|
14K
$331K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
23.6K+ 201.42% |
$554K - $1.69M
|
35.3K
$835K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67.8K+ 269.38% |
$1.59M - $4.86M
|
92.9K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.7K+ 200.0% |
$40K - $122K
|
2.55K
$60.4K
|