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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
101K+ 20.59% |
$6.17M - $6.83M
|
594K
$14.3M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
41.7KNew |
$2.54M - $2.81M
|
41.7K
$1M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.4K+ 534.78% |
$1.49M - $1.65M
|
29K
$697K
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
19.8KNew |
$1.21M - $1.33M
|
19.8K
$476K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17KNew |
$1.03M - $1.15M
|
17K
$409K
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.27KNew |
$382K - $423K
|
6.27K
$151K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.16K+ 67.77% |
$375K - $415K
|
15.3K
$367K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.84KNew |
$295K - $326K
|
4.84K
$117K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.79KNew |
$291K - $322K
|
4.79K
$115K
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.97KNew |
$242K - $268K
|
3.97K
$95.6K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.96KNew |
$241K - $267K
|
3.96K
$95.2K
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.76KNew |
$229K - $253K
|
3.76K
$90.3K
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.44KNew |
$209K - $232K
|
3.44K
$82.7K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.42KNew |
$208K - $230K
|
3.42K
$82.3K
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.22KNew |
$196K - $217K
|
3.22K
$77.5K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.39K+ 24.95% |
$145K - $161K
|
11.9K
$287K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.8KNew |
$109K - $121K
|
1.8K
$43.2K
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.61K+ 24.59% |
$98K - $108K
|
8.16K
$196K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.56K+ 13.08% |
$94.9K - $105K
|
13.5K
$324K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.47KNew |
$89.3K - $98.8K
|
1.47K
$35.3K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.46KNew |
$88.7K - $98.2K
|
1.46K
$35.1K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.44K+ 5.5% |
$87.4K - $96.8K
|
27.5K
$662K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.38K+ 91.71% |
$84.2K - $93.2K
|
2.89K
$69.6K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.18KNew |
$72K - $79.7K
|
1.18K
$28.4K
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.11K+ 14.4% |
$67.5K - $74.7K
|
8.8K
$212K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
854New |
$52K - $57.6K
|
854
$20.5K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
607New |
$37K - $40.9K
|
607
$14.6K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
450New |
$27.4K - $30.3K
|
450
$10.8K
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
447New |
$27.2K - $30.1K
|
447
$10.8K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
446New |
$27.2K - $30.1K
|
446
$10.7K
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
409+ 3.57% |
$24.9K - $27.6K
|
11.9K
$285K
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
357+ 6.36% |
$21.7K - $24.1K
|
5.97K
$144K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
227New |
$13.8K - $15.3K
|
227
$5.46K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
106New |
$6.45K - $7.14K
|
106
$2.55K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
99+ 33.56% |
$6.03K - $6.67K
|
394
$9.48K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
78New |
$4.75K - $5.26K
|
78
$1.88K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
63New |
$3.84K - $4.25K
|
63
$1.52K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 46.3% |
$3.04K - $3.37K
|
158
$3.8K
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
50+ 0.43% |
$3.04K - $3.37K
|
11.6K
$279K
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
43+ 0.43% |
$2.62K - $2.9K
|
10K
$242K
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.42% |
$2.07K - $2.29K
|
8.07K
$194K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31New |
$1.89K - $2.09K
|
31
$746
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
20+ 0.43% |
$1.22K - $1.35K
|
4.68K
$113K
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15+ 0.43% |
$913 - $1.01K
|
3.53K
$85K
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
13+ 0.39% |
$792 - $876
|
3.34K
$80.4K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
11+ 0.27% |
$670 - $741
|
4.11K
$98.8K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.34% |
$122 - $135
|
591
$14.2K
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.0% |
$60.9 - $67.4
|
24.2K
$583K
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
78.5KNew |
$4.2M - $4.88M
|
78.5K
$1.89M
|