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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.73K+ 2.66% |
$309K - $339K
|
182K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-118- 1.82% |
$7.71K - $8.47K
|
6.36K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-288- 85.71% |
$18.8K - $20.7K
|
48
$1.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.58KNew |
$365K - $401K
|
5.58K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.43K+ 200.0% |
$159K - $174K
|
3.64K
$88.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.97K+ 200.0% |
$260K - $285K
|
5.96K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
654+ 10.04% |
$42.7K - $46.9K
|
7.17K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-6.57K- 5.89% |
$429K - $471K
|
105K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
70New |
$4.58K - $5.02K
|
70
$1.69K
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
20.9KNew |
$1.36M - $1.5M
|
20.9K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.88KNew |
$384K - $422K
|
5.88K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.11KNew |
$465K - $510K
|
7.11K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.21K- 5.29% |
$79.2K - $87K
|
21.7K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.89K- 75.73% |
$646K - $710K
|
3.17K
$76.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 3.23% |
$65.4 - $71.8
|
32
$775
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
252K+ 12.09% |
$16.4M - $18.1M
|
2.33M
$56.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-11.3K- 88.32% |
$741K - $814K
|
1.5K
$36.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
313K+ 7.24% |
$20.5M - $22.5M
|
4.64M
$112M
|
|
|
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
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
627+ 1.69% |
$41K - $45K
|
37.7K
$912K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
16.1K+ 17.25% |
$1.05M - $1.16M
|
109K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-7.11K- 2.73% |
$465K - $510K
|
253K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.16K- 2.78% |
$272K - $299K
|
146K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18New |
$1.18K - $1.29K
|
18
$436
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
57.1K+ 92.64% |
$3.73M - $4.09M
|
119K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$65.4 - $71.8
|
5.76K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-532- 2.71% |
$34.8K - $38.2K
|
19.1K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
28.7KNew |
$1.87M - $2.06M
|
28.7K
$694K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.89KNew |
$189K - $207K
|
2.89K
$69.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-805- 94.26% |
$52.6K - $57.8K
|
49
$1.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
29.1K+ 32.9% |
$1.9M - $2.09M
|
118K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15.1K+ 30.29% |
$989K - $1.09M
|
65.1K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-511- 6.5% |
$33.4K - $36.7K
|
7.35K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.9K+ 10.97% |
$1.3M - $1.43M
|
201K
$4.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
799+ 2.3% |
$52.2K - $57.3K
|
35.5K
$859K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-113- 2.51% |
$7.39K - $8.11K
|
4.39K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.44K+ 10.53% |
$617K - $677K
|
99.1K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.71K+ 66.27% |
$308K - $338K
|
11.8K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-957- 65.86% |
$62.5K - $68.7K
|
496
$12K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.08K+ 0.54% |
$70.3K - $77.1K
|
199K
$4.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49K+ 11.73% |
$3.2M - $3.52M
|
467K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
442+ 2.88% |
$28.9K - $31.7K
|
15.8K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
73+ 0.9% |
$4.77K - $5.24K
|
8.14K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.15KNew |
$206K - $226K
|
3.15K
$76.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.96% |
$65.4 - $71.8
|
105
$2.54K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-121- 0.92% |
$7.91K - $8.68K
|
13K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
22+ 0.5% |
$1.44K - $1.58K
|
4.43K
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
114New |
$7.45K - $8.18K
|
114
$2.76K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.44K+ 7.38% |
$159K - $175K
|
35.5K
$860K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
24+ 7.55% |
$1.57K - $1.72K
|
342
$8.28K
|