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
|
Welch Group, LLC
|
BUY
|
- |
13K+ 200.0% |
$306K - $935K
|
19.5K
$484K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
250K+ 187.06% |
$5.87M - $17.9M
|
383K
$9.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
358+ 200.0% |
$8.41K - $25.7K
|
537
$13.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
18.4K+ 200.0% |
$432K - $1.32M
|
27.6K
$684K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
168New |
$3.95K - $12.1K
|
168
$4.16K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.93K- 12.93% |
$139K - $426K
|
39.9K
$989K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
232+ 200.0% |
$5.45K - $16.7K
|
348
$8.62K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.63K+ 200.0% |
$132K - $404K
|
8.44K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
9.32K+ 200.0% |
$219K - $669K
|
14K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
34.2K+ 200.0% |
$803K - $2.45M
|
51.3K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.1KNew |
$425K - $1.3M
|
18.1K
$448K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
902+ 200.0% |
$21.2K - $64.7K
|
1.35K
$33.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
400+ 200.0% |
$9.4K - $28.7K
|
600
$14.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
22.4K+ 200.0% |
$527K - $1.61M
|
33.6K
$833K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
70KNew |
$1.64M - $5.03M
|
70K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.68K+ 200.0% |
$39.5K - $121K
|
2.52K
$62.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
6.27K+ 200.0% |
$147K - $450K
|
9.41K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11.7K+ 193.61% |
$276K - $842K
|
17.8K
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.45K+ 200.0% |
$175K - $535K
|
11.2K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
770+ 200.0% |
$18.1K - $55.3K
|
1.16K
$28.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
64+ 206.45% |
$1.5K - $4.59K
|
95
$2.35K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
17.6K+ 199.97% |
$414K - $1.27M
|
26.4K
$655K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.59K+ 200.0% |
$84.4K - $258K
|
5.39K
$133K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.24K+ 200.0% |
$52.6K - $161K
|
3.36K
$83.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
5.99K+ 200.0% |
$141K - $430K
|
8.98K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.81K+ 201.48% |
$230K - $704K
|
14.7K
$363K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
9.58KNew |
$225K - $687K
|
9.58K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
88+ 162.96% |
$2.07K - $6.32K
|
142
$3.52K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.07K+ 133.3% |
$72.1K - $220K
|
5.37K
$133K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
414+ 200.0% |
$9.72K - $29.7K
|
621
$15.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
16.9K+ 198.39% |
$397K - $1.21M
|
25.4K
$630K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
9.15K+ 200.0% |
$215K - $657K
|
13.7K
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
7.04K+ 199.72% |
$165K - $505K
|
10.6K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.5KNew |
$35.2K - $108K
|
1.5K
$37.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.43K+ 200.0% |
$33.5K - $102K
|
2.14K
$53K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
118+ 200.0% |
$2.77K - $8.47K
|
177
$4.38K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
674+ 200.0% |
$15.8K - $48.4K
|
1.01K
$25K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8.17K+ 201.43% |
$192K - $586K
|
12.2K
$303K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
42New |
$987 - $3.01K
|
42
$1.04K
|
|
| Q3 2024 | |||||||
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.8KNew |
$183K - $201K
|
2.8K
$69.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.6KNew |
$951K - $1.04M
|
14.6K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.02KNew |
$393K - $432K
|
6.02K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
34.6K+ 105.19% |
$2.26M - $2.48M
|
67.5K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.43K+ 200.0% |
$159K - $174K
|
3.64K
$90.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
13+ 0.32% |
$850 - $933
|
4.12K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18.5K+ 14.59% |
$1.21M - $1.33M
|
145K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-519- 15.22% |
$33.9K - $37.2K
|
2.89K
$71.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
13.3K+ 228.74% |
$869K - $954K
|
19.1K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.28KNew |
$345K - $379K
|
5.28K
$131K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
798New |
$52.2K - $57.3K
|
798
$19.8K
|
|