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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.28KNew |
$30.1K - $91.9K
|
1.28K
$31.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
11.9K+ 200.0% |
$280K - $857K
|
17.9K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
482+ 4.49% |
$11.3K - $34.6K
|
11.2K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
790New |
$18.6K - $56.7K
|
790
$19.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
480+ 200.0% |
$11.3K - $34.4K
|
720
$17.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
180+ 200.0% |
$4.23K - $12.9K
|
270
$6.69K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
87New |
$2.04K - $6.24K
|
87
$2.15K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.3KNew |
$54.1K - $165K
|
2.3K
$57.1K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-140Closed |
$3.29K - $10K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
528+ 409.3% |
$12.4K - $37.9K
|
657
$16.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.08KNew |
$48.8K - $149K
|
2.08K
$51.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
7.45K+ 187.47% |
$175K - $535K
|
11.4K
$283K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
76+ 200.0% |
$1.79K - $5.45K
|
114
$2.82K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
10.2KNew |
$241K - $735K
|
10.2K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
8.8K+ 200.0% |
$207K - $632K
|
13.2K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.37KNew |
$32.1K - $98K
|
1.37K
$33.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
10+ 200.0% |
$235 - $718
|
15
$372
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
13.2KNew |
$309K - $944K
|
13.2K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.95KNew |
$92.7K - $283K
|
3.95K
$97.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
8.89K+ 200.75% |
$209K - $638K
|
13.3K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9.27KNew |
$218K - $665K
|
9.27K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
250+ 200.0% |
$5.87K - $17.9K
|
375
$9.29K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
20K+ 201.42% |
$471K - $1.44M
|
30K
$743K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
312New |
$7.33K - $22.4K
|
312
$7.73K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
62.9KNew |
$1.48M - $4.51M
|
62.9K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
41.9K+ 200.0% |
$984K - $3.01M
|
62.9K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
14.3K+ 180.26% |
$335K - $1.02M
|
22.2K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
39.6K+ 200.0% |
$930K - $2.84M
|
59.4K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.75K+ 200.0% |
$159K - $485K
|
10.1K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
18New |
$423 - $1.29K
|
18
$446
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.89K+ 178.52% |
$185K - $566K
|
12.3K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28.7K+ 179.66% |
$674K - $2.06M
|
44.6K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
969New |
$22.8K - $69.5K
|
969
$24K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
156New |
$3.66K - $11.2K
|
156
$3.86K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.86KNew |
$114K - $349K
|
4.86K
$120K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7.47K+ 200.0% |
$175K - $536K
|
11.2K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
194+ 200.0% |
$4.56K - $13.9K
|
291
$7.21K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
108+ 200.0% |
$2.54K - $7.75K
|
162
$4.01K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.94K+ 124.23% |
$163K - $498K
|
12.5K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
190+ 200.0% |
$4.46K - $13.6K
|
285
$7.06K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
228+ 200.0% |
$5.36K - $16.4K
|
342
$8.47K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
8.59KNew |
$202K - $617K
|
8.59K
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.21K+ 149.6% |
$122K - $374K
|
8.69K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.36K+ 200.0% |
$149K - $456K
|
9.54K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.23KNew |
$76K - $232K
|
3.23K
$80.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.12K+ 870.49% |
$49.9K - $152K
|
2.37K
$58.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.55K+ 200.0% |
$83.4K - $255K
|
5.33K
$132K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
51New |
$1.2K - $3.66K
|
51
$1.26K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.7K+ 200.0% |
$204K - $625K
|
13.1K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.67K+ 201.33% |
$39.3K - $120K
|
2.5K
$61.9K
|