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 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.9KNew |
$1.07M - $1.24M
|
19.9K
$479K
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.3KNew |
$550K - $639K
|
10.3K
$247K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 1363.31% |
$542K - $630K
|
10.9K
$262K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
8.38K+ 16.94% |
$448K - $521K
|
57.9K
$1.39M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.45K+ 7.83% |
$398K - $463K
|
103K
$2.47M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6.45K+ 2.42% |
$345K - $401K
|
274K
$6.58M
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
5.25KNew |
$281K - $326K
|
5.25K
$126K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.82KNew |
$258K - $300K
|
4.82K
$116K
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4.58KNew |
$245K - $284K
|
4.58K
$110K
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4.52KNew |
$242K - $281K
|
4.52K
$109K
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.23KNew |
$226K - $262K
|
4.23K
$102K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
4.2KNew |
$225K - $261K
|
4.2K
$101K
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.99KNew |
$214K - $248K
|
3.99K
$96.1K
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
3.49KNew |
$186K - $217K
|
3.49K
$83.9K
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
3.38KNew |
$181K - $210K
|
3.38K
$81.4K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.28KNew |
$175K - $203K
|
3.28K
$78.8K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.18KNew |
$170K - $198K
|
3.18K
$76.5K
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.72K+ 33.88% |
$145K - $169K
|
10.7K
$258K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.99KNew |
$106K - $123K
|
1.99K
$47.8K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.42KNew |
$75.9K - $88.2K
|
1.42K
$34.2K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.31KNew |
$70.1K - $81.5K
|
1.31K
$31.6K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.3KNew |
$69.2K - $80.4K
|
1.3K
$31.2K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.21KNew |
$64.9K - $75.4K
|
1.21K
$29.2K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1KNew |
$53.6K - $62.2K
|
1K
$24.1K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
948New |
$50.7K - $58.9K
|
948
$22.8K
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
570+ 3.53% |
$30.5K - $35.4K
|
16.7K
$402K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
446New |
$23.8K - $27.7K
|
446
$10.7K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
399New |
$21.3K - $24.8K
|
399
$9.6K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
303New |
$16.2K - $18.8K
|
303
$7.29K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
232New |
$12.4K - $14.4K
|
232
$5.58K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
134New |
$7.16K - $8.32K
|
134
$3.22K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
117+ 0.5% |
$6.25K - $7.27K
|
23.6K
$567K
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
116New |
$6.2K - $7.2K
|
116
$2.79K
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
104New |
$5.56K - $6.46K
|
104
$2.5K
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
100+ 5.0% |
$5.35K - $6.21K
|
2.1K
$50.5K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100+ 33.33% |
$5.35K - $6.21K
|
400
$9.62K
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
81New |
$4.33K - $5.03K
|
81
$1.95K
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
50New |
$2.67K - $3.11K
|
50
$1.2K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
33New |
$1.76K - $2.05K
|
33
$794
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16New |
$855 - $994
|
16
$385
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.1% |
$53.5 - $62.1
|
970
$23.3K
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15K+ 64.15% |
$838K - $898K
|
38.4K
$924K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
7.43K+ 8.63% |
$414K - $444K
|
93.5K
$2.25M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.7KNew |
$374K - $400K
|
6.7K
$161K
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.23KNew |
$236K - $253K
|
4.23K
$102K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
1.5KNew |
$83.7K - $89.7K
|
1.5K
$36.1K
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
913+ 1.36% |
$51K - $54.6K
|
68.2K
$1.64M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
431+ 2.95% |
$24.1K - $25.8K
|
15K
$362K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
400New |
$22.3K - $23.9K
|
400
$9.62K
|