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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
216K+ 211.59% |
$14.1M - $15.5M
|
318K
$7.64M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
166K+ 6.03% |
$10.8M - $11.9M
|
2.92M
$70.2M
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
132K+ 1103.68% |
$8.66M - $9.5M
|
144K
$3.48M
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
120K+ 196.46% |
$7.84M - $8.6M
|
181K
$4.35M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
87KNew |
$5.69M - $6.25M
|
87K
$2.09M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.8K+ 13.17% |
$3.65M - $4.01M
|
480K
$11.5M
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
47.6K+ 5.6% |
$3.11M - $3.42M
|
899K
$21.6M
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
39.3KNew |
$2.57M - $2.82M
|
39.3K
$945K
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
28.9K+ 7.0% |
$1.89M - $2.07M
|
441K
$10.6M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.8K+ 17.61% |
$1.43M - $1.57M
|
146K
$3.51M
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
20.1K+ 30.43% |
$1.31M - $1.44M
|
86.2K
$2.07M
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
19.6KNew |
$1.28M - $1.4M
|
19.6K
$471K
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
15.1K+ 11.24% |
$984K - $1.08M
|
149K
$3.59M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
14.6K+ 79.84% |
$956K - $1.05M
|
33K
$793K
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
14.1K+ 33.41% |
$924K - $1.01M
|
56.4K
$1.36M
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.5K+ 3.47% |
$884K - $970K
|
403K
$9.7M
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
11.8K+ 16.5% |
$770K - $846K
|
83.2K
$2M
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
9.6K+ 13.63% |
$628K - $689K
|
80.1K
$1.93M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.88K+ 28.95% |
$580K - $637K
|
39.5K
$951K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.89K+ 45.71% |
$516K - $566K
|
25.2K
$605K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.54K+ 1.74% |
$493K - $541K
|
440K
$10.6M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.46KNew |
$422K - $464K
|
6.46K
$155K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.76KNew |
$376K - $413K
|
5.76K
$139K
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
5.1K+ 1.13% |
$334K - $366K
|
455K
$11M
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.89K+ 10.13% |
$319K - $351K
|
53.1K
$1.28M
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.59K+ 16.79% |
$300K - $329K
|
31.9K
$768K
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.35K+ 11.6% |
$284K - $312K
|
41.8K
$1.01M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.17K+ 1.44% |
$273K - $299K
|
293K
$7.05M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.69K+ 40.44% |
$241K - $265K
|
12.8K
$309K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.31KNew |
$216K - $237K
|
3.31K
$79.6K
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.99KNew |
$196K - $215K
|
2.99K
$72K
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.87KNew |
$187K - $206K
|
2.87K
$69K
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.79KNew |
$183K - $200K
|
2.79K
$67.2K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.69K+ 1.12% |
$176K - $193K
|
243K
$5.85M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.58K+ 6.5% |
$169K - $185K
|
42.3K
$1.02M
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.5K+ 13.96% |
$164K - $180K
|
20.4K
$492K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.45K+ 40.81% |
$160K - $176K
|
8.45K
$203K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.28K+ 7.9% |
$149K - $163K
|
31.1K
$748K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.13K+ 0.62% |
$139K - $153K
|
345K
$8.3M
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.08K+ 1.72% |
$136K - $149K
|
123K
$2.96M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.99K+ 30.75% |
$130K - $143K
|
8.47K
$204K
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
1.99KNew |
$130K - $143K
|
1.99K
$47.8K
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.8K+ 17.26% |
$118K - $129K
|
12.2K
$294K
|
|
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
$230K
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.76K+ 12.8% |
$115K - $126K
|
15.5K
$372K
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.5K+ 1.62% |
$97.9K - $107K
|
93.9K
$2.26M
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.41K+ 13.27% |
$91.8K - $101K
|
12K
$289K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.35K+ 2.04% |
$88.3K - $96.9K
|
67.5K
$1.62M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.14K+ 14.81% |
$74.2K - $81.4K
|
8.8K
$212K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.12K+ 10.72% |
$73.2K - $80.4K
|
11.6K
$278K
|