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 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 3.2% |
$723K - $794K
|
357K
$8.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
13+ 0.32% |
$850 - $933
|
4.12K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
13.3K+ 228.74% |
$869K - $954K
|
19.1K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
255+ 8.82% |
$16.7K - $18.3K
|
3.15K
$77.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
10.1K+ 0.68% |
$661K - $726K
|
1.5M
$37M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
42.4KNew |
$2.77M - $3.04M
|
42.4K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-253- 3.13% |
$16.5K - $18.2K
|
7.83K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.3K+ 5.23% |
$85K - $93.3K
|
26.2K
$645K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.6K+ 3.94% |
$1.09M - $1.19M
|
438K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-519- 15.22% |
$33.9K - $37.2K
|
2.89K
$71.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
48.2K+ 25.19% |
$3.15M - $3.46M
|
240K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
318K+ 0.24% |
$20.8M - $22.8M
|
131M
$3.22B
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.21K+ 37.82% |
$79K - $86.7K
|
4.4K
$109K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-41- 0.54% |
$2.68K - $2.94K
|
7.56K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-220- 13.59% |
$14.4K - $15.8K
|
1.4K
$34.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
22.3K+ 96.69% |
$1.46M - $1.6M
|
45.3K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.36K+ 122.98% |
$285K - $313K
|
7.9K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.22K+ 0.43% |
$341K - $374K
|
1.22M
$30.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.89K- 4.89% |
$516K - $566K
|
153K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
798New |
$52.2K - $57.3K
|
798
$19.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-58.7K- 15.47% |
$3.84M - $4.22M
|
321K
$7.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3K- 3.1% |
$196K - $215K
|
93.6K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.77KNew |
$115K - $127K
|
1.77K
$43.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
13+ 0.19% |
$850 - $933
|
7.03K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
154+ 0.05% |
$10.1K - $11.1K
|
332K
$8.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-474- 4.43% |
$31K - $34K
|
10.2K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-16.3K- 4.05% |
$1.07M - $1.17M
|
387K
$9.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-809- 3.72% |
$52.9K - $58.1K
|
21K
$517K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.4K+ 418.3% |
$1.46M - $1.61M
|
27.7K
$684K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-102- 0.92% |
$6.67K - $7.32K
|
11K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6.62K- 1.35% |
$433K - $475K
|
484K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.28KNew |
$345K - $379K
|
5.28K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
7.92KNew |
$517K - $568K
|
7.92K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
84+ 0.9% |
$5.49K - $6.03K
|
9.39K
$232K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-6.87K- 3.5% |
$449K - $493K
|
189K
$4.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.96KNew |
$194K - $212K
|
2.96K
$73K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.68K+ 95.53% |
$240K - $264K
|
7.53K
$186K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.24K+ 3.72% |
$147K - $161K
|
62.5K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
144+ 3.42% |
$9.41K - $10.3K
|
4.35K
$107K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
7.87K+ 7.23% |
$514K - $564K
|
117K
$2.88M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-551- 16.59% |
$36K - $39.5K
|
2.77K
$68.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
993+ 12.45% |
$64.9K - $71.3K
|
8.97K
$221K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.9KNew |
$977K - $1.07M
|
14.9K
$368K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.4K+ 63.39% |
$615K - $675K
|
24.2K
$598K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9.32K+ 1.16% |
$609K - $669K
|
810K
$20M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
742+ 3.71% |
$48.5K - $53.2K
|
20.7K
$511K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
468+ 6.99% |
$30.6K - $33.6K
|
7.17K
$177K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
473+ 1.09% |
$30.9K - $33.9K
|
44K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
6.39K+ 69.54% |
$418K - $459K
|
15.6K
$384K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6.73KNew |
$440K - $483K
|
6.73K
$166K
|