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 22, 2021
Q4 2020
|
Relaxing Retirement Coach
|
SELL
|
- |
-6.24KClosed |
$237K - $283K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-21.8KClosed |
$828K - $988K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
64KNew |
$2.33M - $2.65M
|
64K
$1.55M
|
|
|
Nov 10, 2020
Q3 2020
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-83.2KClosed |
$3.03M - $3.44M
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Novare Capital Management LLC
|
SELL
|
- |
-18.1KClosed |
$661K - $751K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-535Closed |
$19.5K - $22.2K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-610Closed |
$22.2K - $25.3K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-588Closed |
$21.4K - $24.4K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-5.48KClosed |
$200K - $227K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
292+ 34.64% |
$8.74K - $11.8K
|
1.14K
$27.5K
|
|
|
Mar 12, 2021
Q2 2020
|
Crestone Asset Management LLC
|
SELL
|
- |
-8.84KClosed |
$265K - $356K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-644Closed |
$19.3K - $25.9K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-186KClosed |
$5.55M - $7.47M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Esl Trust Services, LLC
|
SELL
|
- |
-187KClosed |
$5.59M - $7.52M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-5.49K- 44.67% |
$164K - $221K
|
6.8K
$165K
|
|
|
Aug 04, 2020
Q2 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-800Closed |
$23.9K - $32.2K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-66.2KClosed |
$1.98M - $2.66M
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-26KClosed |
$778K - $1.05M
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-8.45KClosed |
$253K - $340K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-461Closed |
$12.5K - $20.1K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.6KClosed |
$152K - $244K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-442Closed |
$12K - $19.3K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-301Closed |
$8.17K - $13.1K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-6KClosed |
$163K - $262K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-311Closed |
$8.44K - $13.6K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.87KClosed |
$132K - $212K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Financial Consulate, Inc
|
SELL
|
- |
-16.1KClosed |
$436K - $701K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-115Closed |
$3.12K - $5.01K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-12Closed |
$326 - $523
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.48KClosed |
$67.2K - $108K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-35.6KClosed |
$966K - $1.55M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.75KClosed |
$129K - $207K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Successful Portfolios LLC
|
SELL
|
- |
-13.1KClosed |
$355K - $570K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
West Coast Financial LLC
|
SELL
|
- |
-24.8KClosed |
$674K - $1.08M
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Windsor Group LTD
|
SELL
|
- |
-4.87KClosed |
$132K - $212K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-179- 0.52% |
$6.83K - $7.66K
|
34.6K
$837K
|
|
|
Feb 13, 2020
Q4 2019
|
Meeder Asset Management Inc
|
SELL
|
- |
-2Closed |
$76.3 - $85.6
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
SELL
|
- |
-33.7KClosed |
$1.29M - $1.44M
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.33KClosed |
$50.6K - $56.8K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-52Closed |
$1.98K - $2.22K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.12KClosed |
$348K - $390K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.04KClosed |
$77.7K - $87.1K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-242Closed |
$9.52K - $9.71K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-350KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Whittier Trust CO
|
SELL
|
- |
-117Closed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-296Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-56.7KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Econ Financial Services Corp
|
SELL
|
- |
-89.9KClosed |
N/A
|
0
$0
|
|