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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
263M+ 200.98% |
$6.17B - $18.8B
|
393M
$9.61B
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
6.19M+ 212.33% |
$145M - $444M
|
9.11M
$223M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.99M+ 201.09% |
$93.8M - $287M
|
5.98M
$146M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
3.01M+ 200.85% |
$70.8M - $216M
|
4.51M
$110M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.5M+ 205.3% |
$58.8M - $180M
|
3.72M
$91M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.25MNew |
$53M - $162M
|
2.25M
$55.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.81M+ 201.4% |
$42.5M - $130M
|
2.71M
$66.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.68M+ 213.13% |
$39.6M - $121M
|
2.47M
$60.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.66M+ 199.5% |
$39M - $119M
|
2.49M
$61M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.41M+ 209.53% |
$33.2M - $101M
|
2.09M
$51M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.4M+ 204.2% |
$32.9M - $100M
|
2.08M
$51M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.38M+ 199.87% |
$32.5M - $99.3M
|
2.08M
$50.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
1.34M+ 199.5% |
$31.4M - $95.9M
|
2.01M
$49M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02M+ 198.65% |
$24.1M - $73.5M
|
1.54M
$37.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
956K+ 162.55% |
$22.5M - $68.6M
|
1.54M
$37.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
954K+ 217.57% |
$22.4M - $68.5M
|
1.39M
$34M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
936K+ 205.49% |
$22M - $67.2M
|
1.39M
$34M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
929K+ 210.61% |
$21.8M - $66.7M
|
1.37M
$33.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
811K+ 201.13% |
$19M - $58.2M
|
1.21M
$29.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
774K+ 124.09% |
$18.2M - $55.5M
|
1.4M
$34.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
699K+ 202.59% |
$16.4M - $50.2M
|
1.04M
$25.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
647K+ 324.71% |
$15.2M - $46.5M
|
847K
$20.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
644K+ 213.77% |
$15.1M - $46.2M
|
945K
$23.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
633K+ 216.01% |
$14.9M - $45.4M
|
926K
$22.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
554KNew |
$13M - $39.8M
|
554K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
514K+ 190.28% |
$12.1M - $36.9M
|
784K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
506K+ 240.76% |
$11.9M - $36.3M
|
716K
$17.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
502K+ 189.82% |
$11.8M - $36M
|
767K
$18.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
485K+ 199.39% |
$11.4M - $34.8M
|
729K
$17.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
481K+ 197.74% |
$11.3M - $34.5M
|
724K
$17.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
481KNew |
$11.3M - $34.5M
|
481K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
465K+ 242.25% |
$10.9M - $33.4M
|
657K
$16.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
428KNew |
$10.1M - $30.7M
|
428K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
427K+ 192.02% |
$10M - $30.6M
|
649K
$15.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
410K+ 201.32% |
$9.63M - $29.4M
|
614K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
409K+ 205.71% |
$9.6M - $29.3M
|
608K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
400K+ 205.65% |
$9.39M - $28.7M
|
594K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
386K+ 203.75% |
$9.06M - $27.7M
|
575K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
374K+ 256.37% |
$8.78M - $26.8M
|
520K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
325K+ 189.35% |
$7.64M - $23.3M
|
497K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
324K+ 199.25% |
$7.61M - $23.3M
|
487K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
298K+ 205.97% |
$6.99M - $21.4M
|
442K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
297K+ 199.54% |
$6.99M - $21.3M
|
446K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
291K+ 203.56% |
$6.84M - $20.9M
|
434K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
288K+ 197.35% |
$6.76M - $20.6M
|
433K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
281K+ 214.55% |
$6.59M - $20.1M
|
411K
$10.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
271K+ 196.31% |
$6.36M - $19.4M
|
408K
$9.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
266KNew |
$6.26M - $19.1M
|
266K
$6.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
262K+ 192.63% |
$6.15M - $18.8M
|
397K
$9.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
257K+ 197.49% |
$6.04M - $18.5M
|
387K
$9.47M
|