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 |
---|---|---|---|---|---|---|---|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.02K+ 7.43% |
$193K - $204K
|
43.7K
$1.05M
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3KNew |
$191K - $203K
|
3K
$72.1K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
3K+ 0.94% |
$191K - $202K
|
322K
$7.75M
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.8K+ 2.96% |
$179K - $189K
|
97.4K
$2.34M
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
2.79K+ 63.21% |
$178K - $188K
|
7.2K
$173K
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.78K+ 57.64% |
$178K - $188K
|
7.61K
$183K
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.75K+ 6.99% |
$176K - $186K
|
42.1K
$1.01M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.53KNew |
$161K - $171K
|
2.53K
$60.8K
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2.51K+ 0.42% |
$161K - $170K
|
601K
$14.5M
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.45KNew |
$157K - $166K
|
2.45K
$59K
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
2.32K+ 5.24% |
$148K - $157K
|
46.6K
$1.12M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.19K+ 9.12% |
$140K - $148K
|
26.2K
$630K
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.99K+ 2.53% |
$127K - $134K
|
80.7K
$1.94M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.93K+ 34.96% |
$123K - $130K
|
7.44K
$179K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.92K+ 56.01% |
$123K - $130K
|
5.35K
$129K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.84K+ 5.99% |
$117K - $124K
|
32.5K
$782K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.75K+ 61.3% |
$112K - $118K
|
4.6K
$111K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 8.1% |
$111K - $117K
|
23.2K
$558K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.66KNew |
$106K - $112K
|
1.66K
$40K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.66K+ 4.64% |
$106K - $112K
|
37.5K
$901K
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.61K+ 45.44% |
$103K - $109K
|
5.16K
$124K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.53KNew |
$97.8K - $103K
|
1.53K
$36.8K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.53K+ 6.56% |
$97.7K - $103K
|
24.9K
$598K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.5K+ 7.79% |
$95.7K - $101K
|
20.7K
$498K
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.49K+ 0.32% |
$95.2K - $101K
|
469K
$11.3M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.48K+ 4.7% |
$94.7K - $100K
|
33.1K
$796K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.45KNew |
$92.9K - $98.2K
|
1.45K
$35K
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.34K+ 3.17% |
$85.5K - $90.4K
|
43.5K
$1.05M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.28K+ 6.62% |
$81.6K - $86.3K
|
20.6K
$495K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.22K+ 39.52% |
$78.1K - $82.6K
|
4.32K
$104K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 229.96% |
$75.5K - $79.8K
|
1.7K
$40.8K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.04K+ 15.79% |
$66.2K - $70K
|
7.6K
$183K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.04K+ 0.82% |
$66.1K - $69.9K
|
127K
$3.05M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.02K+ 7.13% |
$65.3K - $69.1K
|
15.4K
$370K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
963New |
$61.5K - $65.1K
|
963
$23.2K
|
|
Jul 19, 2024
Q2 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
955+ 0.56% |
$61K - $64.5K
|
173K
$4.16M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
953+ 4.11% |
$60.9K - $64.4K
|
24.1K
$581K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
938+ 6.22% |
$59.9K - $63.4K
|
16K
$385K
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
918+ 7.46% |
$58.6K - $62K
|
13.2K
$318K
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
905+ 7.95% |
$57.8K - $61.1K
|
12.3K
$296K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
806+ 112.41% |
$51.5K - $54.4K
|
1.52K
$36.6K
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
780+ 4.17% |
$49.8K - $52.7K
|
19.5K
$469K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
739+ 5.98% |
$47.2K - $49.9K
|
13.1K
$315K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
709New |
$45.3K - $47.9K
|
709
$17.1K
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
682+ 7.77% |
$43.6K - $46.1K
|
9.47K
$228K
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
645+ 8.06% |
$41.2K - $43.6K
|
8.65K
$208K
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
630+ 7.26% |
$40.2K - $42.6K
|
9.31K
$224K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
622+ 1.13% |
$39.7K - $42K
|
55.6K
$1.34M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
613New |
$39.2K - $41.4K
|
613
$14.7K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
590+ 73.75% |
$37.7K - $39.9K
|
1.39K
$33.4K
|