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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
87.7KNew |
$4.86M - $5.25M
|
87.7K
$2.19M
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
11.9KNew |
$661K - $715K
|
11.9K
$298K
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
1.92KNew |
$106K - $115K
|
1.92K
$47.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
725New |
$40.2K - $43.4K
|
725
$18.1K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
542New |
$30K - $32.5K
|
542
$13.5K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
195New |
$10.8K - $11.7K
|
195
$4.87K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
130New |
$7.2K - $7.79K
|
130
$3.24K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
72New |
$3.99K - $4.31K
|
72
$1.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
28New |
$1.55K - $1.68K
|
28
$699
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
9.22KNew |
$502K - $541K
|
9.22K
$230K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.07KNew |
$221K - $239K
|
4.07K
$102K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.61KNew |
$142K - $153K
|
2.61K
$65.1K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
391New |
$21.3K - $23K
|
391
$9.76K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
217New |
$11.8K - $12.7K
|
217
$5.42K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
101New |
$5.5K - $5.93K
|
101
$2.52K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
71New |
$3.87K - $4.17K
|
71
$1.77K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.5KNew |
$556K - $593K
|
10.5K
$263K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.76KNew |
$410K - $437K
|
7.76K
$194K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
447New |
$23.6K - $25.2K
|
447
$11.2K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
73New |
$3.86K - $4.11K
|
73
$1.82K
|
|
| Q2 2021 | |||||||
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.24KNew |
$64.3K - $69.3K
|
1.24K
$30.8K
|
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
120+ 12.0% |
$6.25K - $6.73K
|
1.12K
$28K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.4KNew |
$197K - $231K
|
4.4K
$110K
|
|
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
BUY
|
- |
385New |
$17.2K - $20.2K
|
385
$9.61K
|
|
|
May 13, 2021
Q1 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
190New |
$8.5K - $9.97K
|
190
$4.74K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
38New |
$1.44K - $1.72K
|
38
$948
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
64KNew |
$2.33M - $2.65M
|
64K
$1.6M
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
292+ 34.64% |
$8.74K - $11.8K
|
1.14K
$28.3K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
822KNew |
N/A
|
822K
$20.5M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
9.24KNew |
N/A
|
9.24K
$231K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
360New |
N/A
|
360
$8.99K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$25
|
|