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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
69New |
$3.85K - $4.12K
|
69
$1.63K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
47New |
$2.62K - $2.81K
|
47
$1.11K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
200New |
$11.2K - $12K
|
200
$4.73K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
108+ 1.74% |
$6.03K - $6.46K
|
6.31K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-15- 0.27% |
$837 - $897
|
5.47K
$129K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-177- 4.71% |
$9.88K - $10.6K
|
3.58K
$84.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-33.8K- 23.4% |
$1.88M - $2.02M
|
110K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-395- 67.06% |
$22K - $23.6K
|
194
$4.59K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-453- 2.05% |
$25.3K - $27.1K
|
21.6K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
400New |
$22.3K - $23.9K
|
400
$9.46K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-10.4K- 71.87% |
$580K - $621K
|
4.07K
$96.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15K+ 64.15% |
$838K - $898K
|
38.4K
$909K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
202+ 14.8% |
$11.3K - $12.1K
|
1.57K
$37.1K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-444- 65.78% |
$24.8K - $26.5K
|
231
$5.47K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.7KNew |
$374K - $400K
|
6.7K
$158K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
33New |
$1.84K - $1.97K
|
33
$781
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
1.5KNew |
$83.7K - $89.7K
|
1.5K
$35.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
7.43K+ 8.63% |
$414K - $444K
|
93.5K
$2.21M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
431+ 2.95% |
$24.1K - $25.8K
|
15K
$356K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$5.58K - $5.98K
|
100
$2.37K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
127New |
$7.09K - $7.59K
|
127
$3K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
82New |
$4.58K - $4.9K
|
82
$1.94K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-306- 32.28% |
$17.1K - $18.3K
|
642
$15.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-146- 66.97% |
$8.15K - $8.73K
|
72
$1.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.23KNew |
$236K - $253K
|
4.23K
$100K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
363+ 3.0% |
$20.3K - $21.7K
|
12.4K
$294K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.45K+ 322.22% |
$78.1K - $83.5K
|
1.9K
$45K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.19KNew |
$495K - $529K
|
9.19K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
35+ 0.44% |
$1.88K - $2.02K
|
8.06K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
618New |
$33.3K - $35.6K
|
618
$14.6K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-574- 14.13% |
$30.9K - $33.1K
|
3.49K
$82.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
23KNew |
$1.24M - $1.32M
|
23K
$544K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
95New |
$5.11K - $5.47K
|
95
$2.25K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.55KNew |
$83.5K - $89.2K
|
1.55K
$36.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
243New |
$13.1K - $14K
|
243
$5.75K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
61+ 0.37% |
$3.28K - $3.51K
|
16.5K
$390K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.99KNew |
$269K - $287K
|
4.99K
$118K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
302New |
$16.3K - $17.4K
|
302
$7.15K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
57New |
$3.07K - $3.28K
|
57
$1.35K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
9.15K+ 8.39% |
$492K - $527K
|
118K
$2.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.79KNew |
$96.1K - $103K
|
1.79K
$42.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-589- 11.9% |
$31.7K - $33.9K
|
4.36K
$103K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.41KNew |
$129K - $138K
|
2.41K
$56.9K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
20+ 6.85% |
$1.08K - $1.15K
|
312
$7.38K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-14- 3.69% |
$754 - $806
|
365
$8.64K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
4.11KNew |
$221K - $237K
|
4.11K
$97.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
80New |
$4.31K - $4.61K
|
80
$1.89K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
3.58KNew |
$193K - $206K
|
3.58K
$84.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
33New |
$1.78K - $1.9K
|
33
$781
|
|