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
Feb 02, 2024 Q4 2023
Bradley & Co. Private Wealth Management, LLC

BUY
 -
399
New
$21.3K - $24.8K
399 $9.76K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
303
New
$16.2K - $18.8K
303 $7.41K
Jan 08, 2024 Q4 2023
Tompkins Financial Corp

BUY
 -
232
New
$12.4K - $14.4K
232 $5.67K
Jan 19, 2024 Q4 2023
Life Planning Partners, Inc

BUY
 -
134
New
$7.16K - $8.32K
134 $3.28K
Apr 09, 2024 Q4 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
117
+ 0.5%
$6.25K - $7.27K
23.6K $576K
Feb 13, 2024 Q4 2023
Belvedere Trading LLC

BUY
 PUT
100
+ 5.0%
$5.35K - $6.21K
2.1K $51.3K
Jan 18, 2024 Q4 2023
Cutler Group LP

BUY
 -
100
+ 33.33%
$5.35K - $6.21K
400 $9.78K
Jan 16, 2024 Q4 2023
Ulland Investment Advisors, LLC

BUY
 -
50
New
$2.67K - $3.11K
50 $1.22K
Feb 13, 2024 Q4 2023
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
33
New
$1.76K - $2.05K
33 $807
Feb 14, 2024 Q4 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
1
+ 0.1%
$53.5 - $62.1
970 $23.7K
Q3 2023
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
15K
+ 64.15%
$838K - $898K
38.4K $939K
Nov 07, 2023 Q3 2023
Madison Wealth Management

Cincinnati, OH
BUY
 -
7.43K
+ 8.63%
$414K - $444K
93.5K $2.29M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
6.7K
New
$374K - $400K
6.7K $164K
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
4.23K
New
$236K - $253K
4.23K $104K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 PUT
1.5K
New
$83.7K - $89.7K
1.5K $36.7K
Nov 07, 2023 Q3 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
913
+ 1.36%
$51K - $54.6K
68.2K $1.67M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
431
+ 2.95%
$24.1K - $25.8K
15K $368K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
400
New
$22.3K - $23.9K
400 $9.78K
Oct 10, 2023 Q3 2023
Consilium Wealth Advisory, LLC

BUY
 -
363
+ 3.0%
$20.3K - $21.7K
12.4K $304K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
202
+ 14.8%
$11.3K - $12.1K
1.57K $38.3K
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
200
New
$11.2K - $12K
200 $4.89K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
127
New
$7.09K - $7.59K
127 $3.11K
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
108
+ 1.74%
$6.03K - $6.46K
6.31K $154K
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
100
New
$5.58K - $5.98K
100 $2.45K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
82
New
$4.58K - $4.9K
82 $2K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
69
New
$3.85K - $4.12K
69 $1.69K
Apr 22, 2024 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
47
New
$2.62K - $2.81K
47 $1.15K
Nov 09, 2023 Q3 2023
Atlantic Private Wealth, LLC

BUY
 -
33
New
$1.84K - $1.97K
33 $807
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
0
New
$0 - $0
0 $0
Q2 2023
Aug 14, 2023 Q2 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
23K
New
$1.24M - $1.32M
23K $562K
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
9.19K
New
$495K - $529K
9.19K $225K
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
9.15K
+ 8.39%
$492K - $527K
118K $2.89M
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
4.99K
New
$269K - $287K
4.99K $122K
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
4.11K
New
$221K - $237K
4.11K $100K
Jul 21, 2023 Q2 2023
Stiles Financial Services Inc

BUY
 -
3.58K
New
$193K - $206K
3.58K $87.5K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
2.41K
New
$129K - $138K
2.41K $58.8K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
1.79K
New
$96.1K - $103K
1.79K $43.6K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
1.55K
New
$83.5K - $89.2K
1.55K $37.9K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
1.45K
+ 322.22%
$78.1K - $83.5K
1.9K $46.5K
Aug 14, 2023 Q2 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
618
New
$33.3K - $35.6K
618 $15.1K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
302
New
$16.3K - $17.4K
302 $7.38K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
243
New
$13.1K - $14K
243 $5.94K
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
95
New
$5.11K - $5.47K
95 $2.32K
Jul 24, 2023 Q2 2023
Sage Mountain Advisors LLC

BUY
 -
80
New
$4.31K - $4.61K
80 $1.96K
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
61
+ 0.37%
$3.28K - $3.51K
16.5K $403K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
57
New
$3.07K - $3.28K
57 $1.39K
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
35
+ 0.44%
$1.88K - $2.02K
8.06K $197K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
33
New
$1.78K - $1.9K
33 $807
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
20
+ 6.85%
$1.08K - $1.15K
312 $7.63K

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