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 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
19.6KNew |
$1.28M - $1.4M
|
19.6K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.5K+ 66.74% |
$1.27M - $1.4M
|
48.7K
$1.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
19.2K+ 2.94% |
$1.26M - $1.38M
|
674K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18.5K+ 14.59% |
$1.21M - $1.33M
|
145K
$3.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
17.9K+ 2.32% |
$1.17M - $1.29M
|
790K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.3K+ 105.14% |
$1.13M - $1.24M
|
33.7K
$827K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.6K+ 3.94% |
$1.09M - $1.19M
|
438K
$10.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
16.3KNew |
$1.07M - $1.17M
|
16.3K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
16.1K+ 17.25% |
$1.05M - $1.16M
|
109K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16KNew |
$1.05M - $1.15M
|
16K
$394K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
15.5K+ 12.15% |
$1.01M - $1.11M
|
143K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15.1K+ 30.29% |
$989K - $1.09M
|
65.1K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
15.1K+ 11.24% |
$984K - $1.08M
|
149K
$3.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
15K+ 347.5% |
$982K - $1.08M
|
19.4K
$475K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.9KNew |
$977K - $1.07M
|
14.9K
$367K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
14.6K+ 79.84% |
$956K - $1.05M
|
33K
$809K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.6KNew |
$951K - $1.04M
|
14.6K
$357K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
14.1K+ 33.41% |
$924K - $1.01M
|
56.4K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.5K+ 3.47% |
$884K - $970K
|
403K
$9.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
13.3K+ 228.74% |
$869K - $954K
|
19.1K
$469K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.2K+ 15.55% |
$794K - $872K
|
90.3K
$2.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
11.8K+ 16.5% |
$770K - $846K
|
83.2K
$2.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
11.2KNew |
$733K - $805K
|
11.2K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 3.2% |
$723K - $794K
|
357K
$8.77M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.8K+ 160.19% |
$703K - $772K
|
17.5K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
10.1K+ 0.68% |
$661K - $726K
|
1.5M
$36.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.95K+ 0.5% |
$650K - $714K
|
1.99M
$48.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
9.6K+ 13.63% |
$628K - $689K
|
80.1K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.57K+ 121.31% |
$625K - $686K
|
17.5K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.44K+ 10.53% |
$617K - $677K
|
99.1K
$2.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.4K+ 63.39% |
$615K - $675K
|
24.2K
$595K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.34K+ 122.3% |
$610K - $670K
|
17K
$417K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9.32K+ 1.16% |
$609K - $669K
|
810K
$19.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
9.16KNew |
$599K - $657K
|
9.16K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.9KNew |
$582K - $639K
|
8.9K
$219K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.88K+ 28.95% |
$580K - $637K
|
39.5K
$971K
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
8.85KNew |
$578K - $635K
|
8.85K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.75KNew |
$572K - $628K
|
8.75K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.69K+ 96511.11% |
$568K - $623K
|
8.7K
$214K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
8.64K+ 120.09% |
$565K - $620K
|
15.8K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
8.11K+ 4.41% |
$530K - $582K
|
192K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
7.92KNew |
$517K - $568K
|
7.92K
$194K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.89K+ 45.71% |
$516K - $566K
|
25.2K
$618K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
7.87K+ 7.23% |
$514K - $564K
|
117K
$2.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.54K+ 1.74% |
$493K - $541K
|
440K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.11KNew |
$465K - $510K
|
7.11K
$175K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6.73KNew |
$440K - $483K
|
6.73K
$165K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6.56K+ 102.48% |
$429K - $471K
|
13K
$318K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.46KNew |
$422K - $464K
|
6.46K
$159K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.41K+ 1.48% |
$419K - $460K
|
438K
$10.8M
|