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 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.68K+ 95.53% |
$240K - $264K
|
7.53K
$184K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
144+ 3.42% |
$9.41K - $10.3K
|
4.35K
$106K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.7K- 36.84% |
$1.29M - $1.42M
|
33.9K
$826K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
7.87K+ 7.23% |
$514K - $564K
|
117K
$2.85M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-551- 16.59% |
$36K - $39.5K
|
2.77K
$67.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
993+ 12.45% |
$64.9K - $71.3K
|
8.97K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.9KNew |
$977K - $1.07M
|
14.9K
$365K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.4K+ 63.39% |
$615K - $675K
|
24.2K
$591K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
468+ 6.99% |
$30.6K - $33.6K
|
7.17K
$175K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
742+ 3.71% |
$48.5K - $53.2K
|
20.7K
$506K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.38K- 2.26% |
$90.5K - $99.3K
|
59.9K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
473+ 1.09% |
$30.9K - $33.9K
|
44K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
6.39K+ 69.54% |
$418K - $459K
|
15.6K
$380K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6.73KNew |
$440K - $483K
|
6.73K
$164K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.95K+ 0.5% |
$650K - $714K
|
1.99M
$48.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-26.4K- 1.26% |
$1.73M - $1.9M
|
2.07M
$50.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.4K+ 8.55% |
$2.64M - $2.9M
|
512K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9.32K+ 1.16% |
$609K - $669K
|
810K
$19.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
337+ 8.26% |
$22K - $24.2K
|
4.42K
$108K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
8.64K+ 120.09% |
$565K - $620K
|
15.8K
$386K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
16.3KNew |
$1.07M - $1.17M
|
16.3K
$399K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.51K+ 65.93% |
$164K - $180K
|
6.33K
$154K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.05K+ 1.0% |
$68.4K - $75.1K
|
106K
$2.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.92K+ 9.33% |
$191K - $209K
|
34.2K
$834K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.1K+ 22.57% |
$71.6K - $78.6K
|
5.95K
$145K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5+ 0.85% |
$327 - $359
|
596
$14.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.75K+ 122.7% |
$114K - $125K
|
3.17K
$77.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.86K- 2.0% |
$253K - $277K
|
190K
$4.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
11.2KNew |
$733K - $805K
|
11.2K
$274K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
405+ 2.42% |
$26.5K - $29.1K
|
17.1K
$418K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
185K+ 14.29% |
$12.1M - $13.3M
|
1.48M
$36.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-45- 0.88% |
$2.94K - $3.23K
|
5.06K
$123K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
502K+ 18.62% |
$32.8M - $36M
|
3.2M
$78M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
2.24K+ 1443.87% |
$146K - $161K
|
2.39K
$58.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.68K+ 0.96% |
$175K - $192K
|
282K
$6.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
414+ 5.96% |
$27.1K - $29.7K
|
7.36K
$180K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
38+ 0.74% |
$2.48K - $2.73K
|
5.17K
$126K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.05K+ 7.0% |
$134K - $147K
|
31.3K
$763K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-172- 2.07% |
$11.2K - $12.3K
|
8.13K
$198K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.84KNew |
$316K - $347K
|
4.84K
$118K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
24.2K+ 100.01% |
$1.58M - $1.74M
|
48.4K
$1.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-376- 22.17% |
$24.6K - $27K
|
1.32K
$32.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.31K- 17.57% |
$85.8K - $94.2K
|
6.16K
$150K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
3.69KNew |
$241K - $265K
|
3.69K
$90.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.31MNew |
$85.6M - $94M
|
1.31M
$32M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
989+ 18.51% |
$64.6K - $71K
|
6.33K
$155K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30.9K+ 96.69% |
$2.02M - $2.22M
|
62.9K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
675+ 17.78% |
$44.1K - $48.4K
|
4.47K
$109K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
34+ 0.36% |
$2.22K - $2.44K
|
9.5K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.96K+ 2.31% |
$128K - $141K
|
86.8K
$2.12M
|