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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
265New |
$16.9K - $17.9K
|
265
$6.47K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.66KNew |
$106K - $112K
|
1.66K
$40.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.48K+ 52.64% |
$222K - $235K
|
10.1K
$246K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.43% |
$63.9 - $67.6
|
233
$5.69K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-324- 79.22% |
$20.7K - $21.9K
|
85
$2.07K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
101New |
$6.45K - $6.82K
|
101
$2.46K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-148- 3.9% |
$9.45K - $10K
|
3.64K
$88.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-812- 92.48% |
$51.9K - $54.9K
|
66
$1.61K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-98- 1.49% |
$6.26K - $6.62K
|
6.47K
$158K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3KNew |
$191K - $203K
|
3K
$73.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
4.4KNew |
$281K - $297K
|
4.4K
$107K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
158New |
$10.1K - $10.7K
|
158
$3.86K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
3K+ 0.94% |
$191K - $202K
|
322K
$7.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-235- 1.36% |
$15K - $15.9K
|
17.1K
$417K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
622+ 1.13% |
$39.7K - $42K
|
55.6K
$1.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
163New |
$10.4K - $11K
|
163
$3.98K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
3New |
$192 - $203
|
3
$73.2
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-300- 3.16% |
$19.2K - $20.3K
|
9.2K
$224K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 6.91% |
$1.72K - $1.82K
|
364
$8.88K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
709New |
$45.3K - $47.9K
|
709
$17.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-155- 4.46% |
$9.9K - $10.5K
|
3.32K
$81K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.45KNew |
$157K - $166K
|
2.45K
$59.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
75+ 2.17% |
$4.79K - $5.07K
|
3.53K
$86K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.53KNew |
$97.8K - $103K
|
1.53K
$37.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
613New |
$39.2K - $41.4K
|
613
$15K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
13.6KNew |
$871K - $922K
|
13.6K
$333K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
3.04KNew |
$194K - $205K
|
3.04K
$74.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-539- 51.78% |
$34.4K - $36.4K
|
502
$12.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-245- 18.59% |
$15.6K - $16.5K
|
1.07K
$26.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
486New |
$31K - $32.8K
|
486
$11.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
337New |
$21.5K - $22.8K
|
337
$8.22K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-285- 8.43% |
$18.2K - $19.3K
|
3.09K
$75.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.21KNew |
$269K - $284K
|
4.21K
$103K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-285- 67.7% |
$18.2K - $19.3K
|
136
$3.32K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
97New |
$6.2K - $6.55K
|
97
$2.37K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.28K- 48.35% |
$274K - $289K
|
4.58K
$112K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
8.18KNew |
$523K - $553K
|
8.18K
$200K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 46.86% |
$31.9K - $33.8K
|
567
$13.8K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
845+ 5.96% |
$51.5K - $56.9K
|
15K
$367K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-38.8K- 97.51% |
$2.36M - $2.62M
|
991
$24.2K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-151- 68.33% |
$9.19K - $10.2K
|
70
$1.71K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.8KNew |
$109K - $121K
|
1.8K
$43.8K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
450New |
$27.4K - $30.3K
|
450
$11K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.18KNew |
$72K - $79.7K
|
1.18K
$28.8K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-104- 40.94% |
$6.33K - $7.01K
|
150
$3.66K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
78New |
$4.75K - $5.26K
|
78
$1.9K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-885- 7.7% |
$53.9K - $59.6K
|
10.6K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.4K+ 534.78% |
$1.49M - $1.65M
|
29K
$707K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.46KNew |
$88.7K - $98.2K
|
1.46K
$35.6K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.27KNew |
$382K - $423K
|
6.27K
$153K
|
|