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 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5.12K+ 200.0% |
$120K - $368K
|
7.69K
$190K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
530+ 200.0% |
$12.4K - $38K
|
795
$19.7K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.89KNew |
$44.3K - $135K
|
1.89K
$46.7K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
13KNew |
$306K - $936K
|
13K
$323K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
126+ 200.0% |
$2.96K - $9.04K
|
189
$4.68K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
430+ 200.0% |
$10.1K - $30.9K
|
645
$16K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.06K+ 200.0% |
$119K - $363K
|
7.58K
$188K
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
6.2K+ 200.0% |
$146K - $445K
|
9.3K
$230K
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
7.38K+ 200.0% |
$173K - $530K
|
11.1K
$274K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
40K+ 196.65% |
$940K - $2.87M
|
60.4K
$1.5M
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2K+ 200.0% |
$47.1K - $144K
|
3.01K
$74.5K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
258+ 200.0% |
$6.06K - $18.5K
|
387
$9.59K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.78K+ 4.66% |
$41.8K - $128K
|
39.9K
$988K
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
648New |
$15.2K - $46.5K
|
648
$16.1K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.06K+ 200.0% |
$71.9K - $220K
|
4.59K
$114K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
8+ 200.0% |
$188 - $574
|
12
$297
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
97.1K+ 229.71% |
$2.28M - $6.97M
|
139K
$3.45M
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
6.51K+ 200.0% |
$153K - $467K
|
9.76K
$242K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.12K+ 822.06% |
$26.3K - $80.2K
|
1.25K
$31.1K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
326+ 200.0% |
$7.66K - $23.4K
|
489
$12.1K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
563+ 305.98% |
$13.2K - $40.4K
|
747
$18.5K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.59K+ 200.0% |
$37.3K - $114K
|
2.38K
$59K
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.16KNew |
$97.7K - $298K
|
4.16K
$103K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200K+ 221.99% |
$4.71M - $14.4M
|
291K
$7.2M
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
8.02K+ 200.02% |
$188K - $575K
|
12K
$298K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.9K+ 257.12% |
$443K - $1.35M
|
26.2K
$649K
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
42New |
$987 - $3.01K
|
42
$1.04K
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.59K+ 200.0% |
$60.8K - $186K
|
3.89K
$96.2K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
466+ 200.0% |
$10.9K - $33.4K
|
699
$17.3K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
78+ 200.0% |
$1.83K - $5.6K
|
117
$2.9K
|
|
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
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.51KNew |
$35.4K - $108K
|
1.51K
$37.4K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.91K+ 217.21% |
$186K - $568K
|
11.6K
$286K
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6K+ 200.0% |
$141K - $430K
|
8.99K
$223K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
126+ 200.0% |
$2.96K - $9.04K
|
189
$4.68K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
198K+ 196.88% |
$4.64M - $14.2M
|
298K
$7.38M
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
7.28K+ 193.87% |
$171K - $522K
|
11K
$273K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.1KNew |
$49.3K - $151K
|
2.1K
$52K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.6KNew |
$248K - $759K
|
10.6K
$262K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.84K+ 200.0% |
$66.7K - $204K
|
4.26K
$106K
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
10K+ 198.18% |
$236K - $720K
|
15.1K
$374K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
92+ 200.0% |
$2.16K - $6.6K
|
138
$3.42K
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.42K+ 200.0% |
$33.3K - $102K
|
2.13K
$52.7K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
97.5KNew |
$2.29M - $7M
|
97.5K
$2.42M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.93K+ 200.0% |
$45.2K - $138K
|
2.89K
$71.6K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
26.8KNew |
$630K - $1.93M
|
26.8K
$665K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
234+ 200.0% |
$5.5K - $16.8K
|
351
$8.69K
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-641- 59.74% |
$15.1K - $46K
|
432
$10.7K
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
6.08K+ 200.0% |
$143K - $437K
|
9.13K
$226K
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
548+ 200.0% |
$12.9K - $39.3K
|
822
$20.4K
|