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 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
530+ 200.0% |
$12.4K - $38K
|
795
$18.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
32+ 200.0% |
$752 - $2.3K
|
48
$1.14K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.25MNew |
$53M - $162M
|
2.25M
$53.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.89KNew |
$44.3K - $135K
|
1.89K
$44.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
3.01M+ 200.85% |
$70.8M - $216M
|
4.51M
$107M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.02K+ 200.0% |
$212K - $648K
|
13.5K
$320K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
158K+ 571.11% |
$3.72M - $11.4M
|
186K
$4.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
13KNew |
$306K - $936K
|
13K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
64K+ 496.82% |
$1.5M - $4.59M
|
76.8K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
126+ 200.0% |
$2.96K - $9.04K
|
189
$4.47K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
430+ 200.0% |
$10.1K - $30.9K
|
645
$15.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
36.4K+ 220.2% |
$855K - $2.61M
|
52.9K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
895+ 201.12% |
$21K - $64.2K
|
1.34K
$31.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
27.8K+ 315.55% |
$652K - $1.99M
|
36.6K
$865K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.06K+ 200.0% |
$119K - $363K
|
7.58K
$179K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
37.8K+ 200.0% |
$887K - $2.71M
|
56.7K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
12.7K+ 200.0% |
$298K - $909K
|
19K
$450K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6.88K+ 139.12% |
$162K - $494K
|
11.8K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
465K+ 242.25% |
$10.9M - $33.4M
|
657K
$15.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
6.2K+ 200.0% |
$146K - $445K
|
9.3K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
7.38K+ 200.0% |
$173K - $530K
|
11.1K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
9.48K+ 212.05% |
$223K - $681K
|
14K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
99.5KNew |
$2.34M - $7.14M
|
99.5K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
62.2KNew |
$1.46M - $4.46M
|
62.2K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
266KNew |
$6.26M - $19.1M
|
266K
$6.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
81.5K+ 247.16% |
$1.91M - $5.85M
|
114K
$2.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
40K+ 196.65% |
$940K - $2.87M
|
60.4K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2K+ 200.0% |
$47.1K - $144K
|
3.01K
$71.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
11.6K+ 185.85% |
$272K - $830K
|
17.8K
$421K
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
1.34M+ 199.5% |
$31.4M - $95.9M
|
2.01M
$47.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
23.9KNew |
$561K - $1.71M
|
23.9K
$565K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
19.7KNew |
$462K - $1.41M
|
19.7K
$465K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.5K+ 241.88% |
$551K - $1.68M
|
33.1K
$784K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
118K+ 172.87% |
$2.77M - $8.45M
|
186K
$4.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.5M+ 205.3% |
$58.8M - $180M
|
3.72M
$88M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
258+ 200.0% |
$6.06K - $18.5K
|
387
$9.16K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
427K+ 192.02% |
$10M - $30.6M
|
649K
$15.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
9.24K+ 131.5% |
$217K - $663K
|
16.3K
$385K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
71.1K+ 200.37% |
$1.67M - $5.11M
|
107K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
18K+ 221.76% |
$424K - $1.29M
|
26.2K
$619K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
485K+ 199.39% |
$11.4M - $34.8M
|
729K
$17.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
42K+ 202.74% |
$987K - $3.01M
|
62.7K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
281K+ 214.55% |
$6.59M - $20.1M
|
411K
$9.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
251K+ 129.42% |
$5.91M - $18M
|
446K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.78K+ 4.66% |
$41.8K - $128K
|
39.9K
$944K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
648New |
$15.2K - $46.5K
|
648
$15.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
32.8K+ 92.5% |
$772K - $2.36M
|
68.4K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
131K+ 200.58% |
$3.08M - $9.42M
|
197K
$4.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.32K+ 151.35% |
$219K - $669K
|
15.5K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.7K+ 217.59% |
$1.24M - $3.78M
|
77K
$1.82M
|