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 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.9KNew |
$1.07M - $1.24M
|
19.9K
$494K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.43K- 41.61% |
$290K - $337K
|
7.61K
$189K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.45K+ 7.83% |
$398K - $463K
|
103K
$2.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.3KNew |
$550K - $639K
|
10.3K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
8.38K+ 16.94% |
$448K - $521K
|
57.9K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-380- 41.58% |
$20.3K - $23.6K
|
534
$13.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.28KNew |
$175K - $203K
|
3.28K
$81.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
399New |
$21.3K - $24.8K
|
399
$9.88K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
78.5KNew |
$4.2M - $4.88M
|
78.5K
$1.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99- 64.29% |
$5.29K - $6.15K
|
55
$1.36K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4.58KNew |
$245K - $284K
|
4.58K
$113K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.31K- 5.66% |
$177K - $206K
|
55.2K
$1.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4.52KNew |
$242K - $281K
|
4.52K
$112K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
134New |
$7.16K - $8.32K
|
134
$3.32K
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
3.38KNew |
$181K - $210K
|
3.38K
$83.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100+ 33.33% |
$5.35K - $6.21K
|
400
$9.91K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
303New |
$16.2K - $18.8K
|
303
$7.51K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
50New |
$2.67K - $3.11K
|
50
$1.24K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
232New |
$12.4K - $14.4K
|
232
$5.75K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6.45K+ 2.42% |
$345K - $401K
|
274K
$6.78M
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
69New |
$3.85K - $4.12K
|
69
$1.71K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
47New |
$2.62K - $2.81K
|
47
$1.16K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
200New |
$11.2K - $12K
|
200
$4.95K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-15- 0.27% |
$837 - $897
|
5.47K
$135K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-177- 4.71% |
$9.88K - $10.6K
|
3.58K
$88.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-33.8K- 23.4% |
$1.88M - $2.02M
|
110K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-453- 2.05% |
$25.3K - $27.1K
|
21.6K
$536K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-10.4K- 71.87% |
$580K - $621K
|
4.07K
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15K+ 64.15% |
$838K - $898K
|
38.4K
$952K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
202+ 14.8% |
$11.3K - $12.1K
|
1.57K
$38.8K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-444- 65.78% |
$24.8K - $26.5K
|
231
$5.72K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.7KNew |
$374K - $400K
|
6.7K
$166K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
33New |
$1.84K - $1.97K
|
33
$817
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
1.5KNew |
$83.7K - $89.7K
|
1.5K
$37.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
7.43K+ 8.63% |
$414K - $444K
|
93.5K
$2.32M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
431+ 2.95% |
$24.1K - $25.8K
|
15K
$373K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$5.58K - $5.98K
|
100
$2.48K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
82New |
$4.58K - $4.9K
|
82
$2.03K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-306- 32.28% |
$17.1K - $18.3K
|
642
$15.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-146- 66.97% |
$8.15K - $8.73K
|
72
$1.78K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.23KNew |
$236K - $253K
|
4.23K
$105K
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
363+ 3.0% |
$20.3K - $21.7K
|
12.4K
$308K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.45K+ 322.22% |
$78.1K - $83.5K
|
1.9K
$47.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.19KNew |
$495K - $529K
|
9.19K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
35+ 0.44% |
$1.88K - $2.02K
|
8.06K
$200K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
618New |
$33.3K - $35.6K
|
618
$15.3K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-574- 14.13% |
$30.9K - $33.1K
|
3.49K
$86.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
23KNew |
$1.24M - $1.32M
|
23K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
95New |
$5.11K - $5.47K
|
95
$2.35K
|
|