Latest Institutional Purchases of Schwab Fundamental U S Large C (FNDX)
This list provides information on the latest institutional transactions involving Schwab Fundamental U S Large C (FNDX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.31MNew |
$85.6M - $94M
|
1.31M
$32.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
564K+ 202.22% |
$36.9M - $40.5M
|
843K
$21.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
502K+ 18.62% |
$32.8M - $36M
|
3.2M
$80.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
318K+ 0.24% |
$20.8M - $22.8M
|
131M
$3.28B
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
313K+ 7.24% |
$20.5M - $22.5M
|
4.64M
$117M
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
313KNew |
$20.4M - $22.4M
|
313K
$7.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
268K+ 189.4% |
$17.5M - $19.2M
|
409K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
252K+ 12.09% |
$16.4M - $18.1M
|
2.33M
$58.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
216K+ 211.59% |
$14.1M - $15.5M
|
318K
$7.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
185K+ 14.29% |
$12.1M - $13.3M
|
1.48M
$37.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
166K+ 6.03% |
$10.8M - $11.9M
|
2.92M
$73.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
133K+ 21.57% |
$8.69M - $9.54M
|
750K
$18.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
132K+ 1103.68% |
$8.66M - $9.5M
|
144K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
131K+ 178.73% |
$8.55M - $9.39M
|
204K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 13.99% |
$8.45M - $9.28M
|
1.05M
$26.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
120K+ 196.46% |
$7.84M - $8.6M
|
181K
$4.54M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100KNew |
$6.56M - $7.2M
|
100K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
91.7K+ 174.76% |
$6M - $6.58M
|
144K
$3.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
88.8K+ 129.8% |
$5.81M - $6.38M
|
157K
$3.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
87KNew |
$5.69M - $6.25M
|
87K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.9K+ 10.82% |
$5.29M - $5.81M
|
829K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.8K+ 5.56% |
$4.37M - $4.8M
|
1.27M
$31.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
65.8K+ 78.67% |
$4.3M - $4.72M
|
150K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
57.1K+ 92.64% |
$3.73M - $4.09M
|
119K
$2.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.8K+ 13.17% |
$3.65M - $4.01M
|
480K
$12M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
52.8K+ 458.96% |
$3.45M - $3.79M
|
64.3K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49K+ 11.73% |
$3.2M - $3.52M
|
467K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
48.2K+ 25.19% |
$3.15M - $3.46M
|
240K
$6.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
47.6K+ 5.6% |
$3.11M - $3.42M
|
899K
$22.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
42.4KNew |
$2.77M - $3.04M
|
42.4K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.4K+ 8.55% |
$2.64M - $2.9M
|
512K
$12.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
39.3KNew |
$2.57M - $2.82M
|
39.3K
$986K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
38.1KNew |
$2.49M - $2.74M
|
38.1K
$957K
|
|
|
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
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
33.5K+ 18.93% |
$2.19M - $2.4M
|
210K
$5.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
32.9K+ 93.57% |
$2.15M - $2.36M
|
68.1K
$1.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30.9K+ 96.69% |
$2.02M - $2.22M
|
62.9K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.9K+ 192.9% |
$2.02M - $2.22M
|
46.9K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
29.1K+ 32.9% |
$1.9M - $2.09M
|
118K
$2.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
28.9K+ 7.0% |
$1.89M - $2.07M
|
441K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
28.7KNew |
$1.87M - $2.06M
|
28.7K
$720K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
24.2K+ 100.01% |
$1.58M - $1.74M
|
48.4K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.4K+ 418.3% |
$1.46M - $1.61M
|
27.7K
$696K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
22.3K+ 96.69% |
$1.46M - $1.6M
|
45.3K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.8K+ 17.61% |
$1.43M - $1.57M
|
146K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
21K+ 4.47% |
$1.37M - $1.51M
|
490K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 4.22% |
$1.36M - $1.5M
|
515K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
20.9KNew |
$1.36M - $1.5M
|
20.9K
$524K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
20.1K+ 30.43% |
$1.31M - $1.44M
|
86.2K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.9K+ 10.97% |
$1.3M - $1.43M
|
201K
$5.05M
|