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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
213K+ 214.97% |
$5M - $15.3M
|
312K
$7.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
211K+ 245.11% |
$4.96M - $15.2M
|
298K
$7.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
206K+ 236.36% |
$4.83M - $14.8M
|
293K
$7.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
205K+ 223.7% |
$4.82M - $14.7M
|
297K
$7.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200K+ 221.99% |
$4.71M - $14.4M
|
291K
$7.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
198K+ 196.88% |
$4.64M - $14.2M
|
298K
$7.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
192K+ 190.79% |
$4.52M - $13.8M
|
293K
$7.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
190K+ 202.29% |
$4.46M - $13.6M
|
284K
$6.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
188K+ 170.33% |
$4.42M - $13.5M
|
299K
$7.36M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
188K+ 414.94% |
$4.42M - $13.5M
|
233K
$5.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
184K+ 197.21% |
$4.32M - $13.2M
|
277K
$6.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
177K+ 271.78% |
$4.16M - $12.7M
|
242K
$5.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
177K+ 204.47% |
$4.15M - $12.7M
|
263K
$6.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
174K+ 182.62% |
$4.1M - $12.5M
|
270K
$6.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
174K+ 200.0% |
$4.08M - $12.5M
|
260K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
173K+ 1156.87% |
$4.06M - $12.4M
|
188K
$4.63M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
170K+ 119.75% |
$4M - $12.2M
|
312K
$7.69M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
170KNew |
$3.98M - $12.2M
|
170K
$4.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
167K+ 240.97% |
$3.93M - $12M
|
237K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
164KNew |
$3.86M - $11.8M
|
164K
$4.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
158K+ 571.11% |
$3.72M - $11.4M
|
186K
$4.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
157K+ 196.27% |
$3.69M - $11.3M
|
237K
$5.84M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
155K+ 230.18% |
$3.65M - $11.1M
|
223K
$5.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
149K+ 375.03% |
$3.51M - $10.7M
|
189K
$4.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
147K+ 215.0% |
$3.44M - $10.5M
|
215K
$5.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
147K+ 2442.13% |
$3.44M - $10.5M
|
153K
$3.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
143K+ 193.73% |
$3.37M - $10.3M
|
217K
$5.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
138K+ 206.82% |
$3.25M - $9.93M
|
205K
$5.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
133K+ 250.61% |
$3.13M - $9.55M
|
186K
$4.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
131K+ 200.58% |
$3.08M - $9.42M
|
197K
$4.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
131K+ 209.21% |
$3.07M - $9.39M
|
193K
$4.76M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
131K+ 194.26% |
$3.07M - $9.38M
|
198K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
128K+ 3154.62% |
$3M - $9.17M
|
132K
$3.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
127K+ 193.36% |
$2.98M - $9.1M
|
192K
$4.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
125K+ 216.13% |
$2.94M - $8.99M
|
183K
$4.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
124K+ 254.56% |
$2.91M - $8.89M
|
173K
$4.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
118K+ 187.14% |
$2.77M - $8.46M
|
181K
$4.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
118K+ 172.87% |
$2.77M - $8.45M
|
186K
$4.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
118K+ 616.23% |
$2.76M - $8.45M
|
137K
$3.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
111KNew |
$2.61M - $7.96M
|
111K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
110K+ 194.99% |
$2.59M - $7.9M
|
167K
$4.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
109K+ 200.1% |
$2.55M - $7.8M
|
163K
$4.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
104K+ 195.86% |
$2.44M - $7.45M
|
157K
$3.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
103K+ 304.86% |
$2.42M - $7.41M
|
137K
$3.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
103K+ 220.59% |
$2.42M - $7.39M
|
150K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
101K+ 628.79% |
$2.37M - $7.24M
|
117K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
101K+ 203.73% |
$2.36M - $7.22M
|
150K
$3.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
100KNew |
$2.36M - $7.2M
|
100K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
99.5KNew |
$2.34M - $7.14M
|
99.5K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
99.4K+ 264.07% |
$2.34M - $7.14M
|
137K
$3.38M
|