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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
32.8K+ 92.5% |
$772K - $2.36M
|
68.4K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
32.4K+ 385.93% |
$760K - $2.32M
|
40.8K
$969K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
31.6K+ 174.06% |
$743K - $2.27M
|
49.8K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
31.5K+ 192.51% |
$739K - $2.26M
|
47.8K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
30.9K+ 160.73% |
$726K - $2.22M
|
50.1K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30.6K+ 2319.55% |
$719K - $2.2M
|
31.9K
$759K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
30.4K+ 201.95% |
$715K - $2.18M
|
45.5K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
30.4KNew |
$713K - $2.18M
|
30.4K
$722K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
30K+ 50.12% |
$705K - $2.15M
|
89.9K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.7K+ 228.59% |
$697K - $2.13M
|
42.6K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
29K+ 219.46% |
$681K - $2.08M
|
42.2K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28.7K+ 179.66% |
$674K - $2.06M
|
44.6K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
27.8K+ 315.55% |
$652K - $1.99M
|
36.6K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.4K+ 13.43% |
$644K - $1.97M
|
232K
$5.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
27.1K+ 226.25% |
$638K - $1.95M
|
39.1K
$931K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
26.8KNew |
$630K - $1.93M
|
26.8K
$638K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
26.4KNew |
$619K - $1.89M
|
26.4K
$627K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
26.3K+ 153.5% |
$617K - $1.89M
|
43.4K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
26.3K+ 202.71% |
$617K - $1.89M
|
39.2K
$933K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
26K+ 900.0% |
$611K - $1.87M
|
28.9K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.8K+ 200.98% |
$605K - $1.85M
|
38.6K
$918K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
25.7K+ 249.49% |
$603K - $1.84M
|
36K
$856K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
25.6KNew |
$601K - $1.84M
|
25.6K
$609K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
25.6K+ 52.78% |
$601K - $1.84M
|
74K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
25.4K+ 293.79% |
$597K - $1.82M
|
34K
$810K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
24.7KNew |
$581K - $1.78M
|
24.7K
$588K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
24.3K+ 197.54% |
$572K - $1.75M
|
36.7K
$872K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
24.3K+ 274.38% |
$570K - $1.74M
|
33.1K
$788K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
23.9K+ 200.32% |
$561K - $1.72M
|
35.8K
$852K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
23.9KNew |
$561K - $1.71M
|
23.9K
$567K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
23.8K+ 205.81% |
$559K - $1.71M
|
35.4K
$841K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
23.8KNew |
$559K - $1.71M
|
23.8K
$566K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
23.7K+ 200.01% |
$557K - $1.7M
|
35.6K
$846K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
23.6K+ 201.42% |
$554K - $1.69M
|
35.3K
$840K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
23.5K+ 152.2% |
$553K - $1.69M
|
39K
$928K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
23.5K+ 197.32% |
$552K - $1.69M
|
35.4K
$843K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.5K+ 241.88% |
$551K - $1.68M
|
33.1K
$788K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
23.4K+ 197.66% |
$549K - $1.68M
|
35.2K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
23.1K+ 136.01% |
$542K - $1.66M
|
40.1K
$953K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
23K+ 231.8% |
$541K - $1.65M
|
33K
$784K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
22.4K+ 200.0% |
$527K - $1.61M
|
33.6K
$800K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
21.6K+ 230.06% |
$508K - $1.55M
|
31K
$737K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.3KNew |
$501K - $1.53M
|
21.3K
$507K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
21.2K+ 193.17% |
$499K - $1.52M
|
32.2K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
21.2K+ 200.0% |
$499K - $1.52M
|
31.8K
$757K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
20.6K+ 200.03% |
$485K - $1.48M
|
30.9K
$736K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.6K+ 204.14% |
$483K - $1.48M
|
30.6K
$729K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
20.6K+ 6.47% |
$483K - $1.48M
|
338K
$8.04M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
20.3K+ 419.42% |
$477K - $1.46M
|
25.1K
$598K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.2K+ 173.25% |
$476K - $1.45M
|
31.9K
$759K
|