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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.56K+ 13.08% |
$94.9K - $105K
|
13.5K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
101K+ 20.59% |
$6.17M - $6.83M
|
594K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-32- 1.67% |
$1.95K - $2.16K
|
1.89K
$46.9K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
607New |
$37K - $40.9K
|
607
$15.1K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.97KNew |
$242K - $268K
|
3.97K
$98.7K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31New |
$1.89K - $2.09K
|
31
$770
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.17K- 21.76% |
$132K - $146K
|
7.79K
$194K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
106New |
$6.45K - $7.14K
|
106
$2.63K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-863- 13.34% |
$52.5K - $58.2K
|
5.61K
$139K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-19.6K- 57.41% |
$1.19M - $1.32M
|
14.5K
$360K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17KNew |
$1.03M - $1.15M
|
17K
$422K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
13+ 0.39% |
$792 - $876
|
3.34K
$83K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-828- 20.99% |
$50.4K - $55.8K
|
3.12K
$77.4K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
19.8KNew |
$1.21M - $1.33M
|
19.8K
$492K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.41M+ 1.92% |
$147M - $162M
|
128M
$3.18B
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.62K- 24.66% |
$159K - $176K
|
7.99K
$198K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-166- 32.87% |
$10.1K - $11.2K
|
339
$8.42K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-107- 3.16% |
$6.52K - $7.21K
|
3.28K
$81.4K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.96KNew |
$241K - $267K
|
3.96K
$98.2K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
357+ 6.36% |
$21.7K - $24.1K
|
5.97K
$148K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-9.61K- 2.46% |
$585K - $647K
|
380K
$9.45M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.76KNew |
$229K - $253K
|
3.76K
$93.2K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
446New |
$27.2K - $30.1K
|
446
$11.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.42KNew |
$208K - $230K
|
3.42K
$84.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 46.3% |
$3.04K - $3.37K
|
158
$3.92K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.84KNew |
$295K - $326K
|
4.84K
$120K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
41.7KNew |
$2.54M - $2.81M
|
41.7K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.47KNew |
$89.3K - $98.8K
|
1.47K
$36.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
63New |
$3.84K - $4.25K
|
63
$1.56K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-46- 2.53% |
$2.8K - $3.1K
|
1.78K
$44.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.44KNew |
$209K - $232K
|
3.44K
$85.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
227New |
$13.8K - $15.3K
|
227
$5.64K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.39K+ 24.95% |
$145K - $161K
|
11.9K
$297K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-62- 49.6% |
$3.78K - $4.18K
|
63
$1.56K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-45- 5.94% |
$2.74K - $3.03K
|
713
$17.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.44K+ 5.5% |
$87.4K - $96.8K
|
27.5K
$684K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
409+ 3.57% |
$24.9K - $27.6K
|
11.9K
$294K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
117+ 0.5% |
$6.25K - $7.27K
|
23.6K
$585K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
948New |
$50.7K - $58.9K
|
948
$23.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
446New |
$23.8K - $27.7K
|
446
$11.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.23KNew |
$226K - $262K
|
4.23K
$105K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1KNew |
$53.6K - $62.2K
|
1K
$24.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
4.2KNew |
$225K - $261K
|
4.2K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.1% |
$53.5 - $62.1
|
970
$24.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.72K+ 33.88% |
$145K - $169K
|
10.7K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
100+ 5.0% |
$5.35K - $6.21K
|
2.1K
$52.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.95K- 55.4% |
$265K - $307K
|
3.99K
$98.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 1363.31% |
$542K - $630K
|
10.9K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
3.49KNew |
$186K - $217K
|
3.49K
$86.6K
|
|