Latest Institutional Purchases of Schwab Fundamental U S Large C (FNDX)

FNDX Quotes by TradingView

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
May 11, 2023 Q1 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.33K
New
$69.5K - $76.2K
1.33K $32.5K
May 02, 2023 Q1 2023
Morling Financial Advisors, LLC

BUY
 -
748
New
$39.3K - $43K
748 $18.4K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
411
+ 109.02%
$21.6K - $23.6K
788 $19.4K
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
181
New
$9.5K - $10.4K
181 $4.45K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
63
New
$3.31K - $3.63K
63 $1.55K
Q4 2022
Jan 19, 2023 Q4 2022
Bms Financial Advisors, LLC

BUY
 -
92K
New
$4.46M - $5.21M
92K $2.26M
Jan 23, 2023 Q4 2022
Liberty Capital Management, Inc.

BUY
 -
8.52K
New
$412K - $482K
8.52K $209K
Jan 20, 2023 Q4 2022
Miracle Mile Advisors, LLC

BUY
 -
4.24K
New
$205K - $240K
4.24K $104K
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
4.21K
New
$204K - $238K
4.21K $103K
Jan 11, 2023 Q4 2022
New England Guild Wealth Advisors, Inc.

BUY
 -
4.04K
New
$196K - $229K
4.04K $99.3K
Jan 18, 2023 Q4 2022
Hanson & Doremus Investment Management

BUY
 -
536
New
$26K - $30.3K
536 $13.2K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
466
+ 57.46%
$22.6K - $26.4K
1.28K $31.4K
Jan 25, 2023 Q4 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
299
+ 249.17%
$14.5K - $16.9K
419 $10.3K
Jan 10, 2023 Q4 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
261
New
$12.6K - $14.8K
261 $6.41K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
172
New
$8.33K - $9.74K
172 $4.22K
Jan 31, 2023 Q4 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
118
New
$5.71K - $6.68K
118 $2.9K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
95
New
$4.6K - $5.38K
95 $2.33K
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
93
New
$4.5K - $5.26K
93 $2.28K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
90
New
$4.36K - $5.09K
90 $2.21K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
68
New
$3.29K - $3.85K
68 $1.67K
Feb 13, 2023 Q4 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
38
New
$1.84K - $2.15K
38 $933
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
28
+ 0.43%
$1.36K - $1.58K
6.56K $161K
Jan 30, 2023 Q4 2022
Prairie View Partners, LLC

BUY
 -
10
New
$484 - $566
10 $246
Feb 13, 2023 Q4 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
1
New
$48.4 - $56.6
1 $24.6
Q3 2022
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.36M
New
$64.9M - $77.1M
1.36M $33.4M
Nov 14, 2022 Q3 2022
Two Sigma Securities, LLC

New York, NY
BUY
 -
5.07K
New
$242K - $288K
5.07K $125K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
2.76K
+ 2.91%
$132K - $157K
97.7K $2.4M
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
2.75K
+ 26.17%
$131K - $156K
13.2K $325K
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
2.05K
+ 49.82%
$98.1K - $117K
6.17K $152K
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
2.04K
+ 22.27%
$97.5K - $116K
11.2K $275K
Nov 14, 2022 Q3 2022
Maryland Capital Management

Towson, MD
BUY
 -
776
+ 14.63%
$37.1K - $44.1K
6.08K $149K
Nov 08, 2022 Q3 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
741
New
$35.4K - $42.1K
741 $18.2K
Nov 07, 2022 Q3 2022
Stockman Wealth Management, Inc.

BUY
 -
600
+ 11.15%
$28.7K - $34.1K
5.98K $147K
Nov 09, 2022 Q3 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
529
New
$25.3K - $30K
529 $13K
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
464
+ 109.18%
$22.2K - $26.4K
889 $21.8K
Nov 02, 2022 Q3 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
413
New
$19.7K - $23.5K
413 $10.1K
Nov 14, 2022 Q3 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
16
New
$764 - $909
16 $393
Oct 19, 2022 Q3 2022
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
1
New
$47.8 - $56.8
1 $24.6
Oct 17, 2022 Q3 2022
Burleson & Company, LLC

BUY
 -
1
+ 1.82%
$47.8 - $56.8
56 $1.38K
Q2 2022
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
29.9K
New
$1.49M - $1.77M
29.9K $733K
Aug 08, 2022 Q2 2022
Strategic Wealth Investment Group, LLC

BUY
 -
7.93K
New
$396K - $470K
7.93K $195K
Jul 08, 2022 Q2 2022
Worth Asset Management, LLC

BUY
 -
1.69K
New
$84.5K - $100K
1.69K $41.6K
Jul 14, 2022 Q2 2022
Ford Financial Group, LLC

BUY
 -
1.39K
+ 2.02%
$69.2K - $82.2K
70K $1.72M
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
203
New
$10.1K - $12K
203 $4.99K
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

BUY
 -
134
New
$6.69K - $7.94K
134 $3.29K
Jul 22, 2022 Q2 2022
Altium Wealth Management LLC

BUY
 -
88
+ 0.9%
$4.39K - $5.22K
9.82K $241K
Aug 10, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
36
New
$1.8K - $2.13K
36 $884
Aug 04, 2022 Q2 2022
Nvwm, LLC

BUY
 -
18
New
$899 - $1.07K
18 $442
Jul 19, 2022 Q2 2022
Tci Wealth Advisors, Inc.

BUY
 -
16
+ 76.19%
$799 - $949
37 $909

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