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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.56K- 21.27% |
$167K - $183K
|
9.46K
$231K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.08K- 1.58% |
$70.8K - $77.7K
|
67.3K
$1.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.55K- 5.0% |
$101K - $111K
|
29.4K
$718K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.03K+ 526.53% |
$67.5K - $74.1K
|
1.23K
$30K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.45K+ 40.81% |
$160K - $176K
|
8.45K
$206K
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
9.6K+ 13.63% |
$628K - $689K
|
80.1K
$1.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
219+ 384.21% |
$14.3K - $15.7K
|
276
$6.73K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
526+ 5.59% |
$34.4K - $37.7K
|
9.94K
$242K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-6.76K- 19.2% |
$442K - $485K
|
28.5K
$694K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-541- 1.86% |
$35.4K - $38.8K
|
28.6K
$697K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32+ 18.93% |
$2.09K - $2.3K
|
201
$4.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-41- 0.02% |
$2.68K - $2.94K
|
264K
$6.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10- 6.02% |
$654 - $718
|
156
$3.81K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
20.1K+ 30.43% |
$1.31M - $1.44M
|
86.2K
$2.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
47.6K+ 5.6% |
$3.11M - $3.42M
|
899K
$21.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
36+ 0.9% |
$2.35K - $2.58K
|
4.06K
$98.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$131 - $144
|
22.9K
$558K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
288+ 0.26% |
$18.8K - $20.7K
|
113K
$2.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
987New |
$64.5K - $70.8K
|
987
$24.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
108+ 1.68% |
$7.06K - $7.75K
|
6.53K
$159K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.14K+ 14.81% |
$74.2K - $81.4K
|
8.8K
$215K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
39+ 0.13% |
$2.55K - $2.8K
|
30.6K
$747K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-381- 0.86% |
$24.9K - $27.3K
|
44.2K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.8K+ 23.07% |
$117K - $129K
|
9.58K
$234K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.12K+ 10.72% |
$73.2K - $80.4K
|
11.6K
$282K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
14.6K+ 79.84% |
$956K - $1.05M
|
33K
$804K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.13K+ 0.62% |
$139K - $153K
|
345K
$8.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-699- 3.12% |
$45.7K - $50.2K
|
21.7K
$530K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
SELL
|
- |
-169- 5.12% |
$11K - $12.1K
|
3.14K
$76.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.87KNew |
$187K - $206K
|
2.87K
$69.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.18K- 23.9% |
$76.9K - $84.5K
|
3.75K
$91.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.5K+ 13.96% |
$164K - $180K
|
20.4K
$499K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-157- 2.77% |
$10.3K - $11.3K
|
5.51K
$134K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.08K+ 1.72% |
$136K - $149K
|
123K
$3M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.69K+ 1.12% |
$176K - $193K
|
243K
$5.94M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.35K+ 2.04% |
$88.3K - $96.9K
|
67.5K
$1.65M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.99K+ 30.75% |
$130K - $143K
|
8.47K
$207K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.76KNew |
$376K - $413K
|
5.76K
$140K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.25K- 11.15% |
$278K - $305K
|
33.8K
$826K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.41K+ 13.27% |
$91.8K - $101K
|
12K
$293K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-421- 3.41% |
$27.5K - $30.2K
|
11.9K
$291K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 1.09% |
$196 - $215
|
279
$6.81K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
1.99KNew |
$130K - $143K
|
1.99K
$48.5K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-75- 0.89% |
$4.9K - $5.38K
|
8.39K
$205K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
153KNew |
$9.74M - $10.3M
|
153K
$3.72M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.73KNew |
$238K - $252K
|
3.73K
$91.1K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
11New |
$703 - $743
|
11
$268
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.8K- 72.04% |
$626K - $662K
|
3.81K
$92.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13KNew |
$832K - $880K
|
13K
$318K
|
|