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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
363+ 3.0% |
$20.3K - $21.7K
|
12.4K
$299K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
202+ 14.8% |
$11.3K - $12.1K
|
1.57K
$37.7K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
200New |
$11.2K - $12K
|
200
$4.81K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
184New |
$10.3K - $11K
|
184
$4.43K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
129New |
$7.2K - $7.71K
|
129
$3.1K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
127New |
$7.09K - $7.59K
|
127
$3.06K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
108+ 1.74% |
$6.03K - $6.46K
|
6.31K
$152K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$5.58K - $5.98K
|
100
$2.41K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
82New |
$4.58K - $4.9K
|
82
$1.97K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
69New |
$3.85K - $4.12K
|
69
$1.66K
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
47New |
$2.62K - $2.81K
|
47
$1.13K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
39New |
$2.18K - $2.33K
|
39
$938
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
33New |
$1.84K - $1.97K
|
33
$794
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
23KNew |
$1.24M - $1.32M
|
23K
$553K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.19KNew |
$495K - $529K
|
9.19K
$221K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
9.15K+ 8.39% |
$492K - $527K
|
118K
$2.84M
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.99KNew |
$269K - $287K
|
4.99K
$120K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
4.11KNew |
$221K - $237K
|
4.11K
$98.8K
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
3.58KNew |
$193K - $206K
|
3.58K
$86.1K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.41KNew |
$129K - $138K
|
2.41K
$57.9K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.79KNew |
$96.1K - $103K
|
1.79K
$42.9K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.55KNew |
$83.5K - $89.2K
|
1.55K
$37.3K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.45K+ 322.22% |
$78.1K - $83.5K
|
1.9K
$45.7K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
618New |
$33.3K - $35.6K
|
618
$14.9K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
302New |
$16.3K - $17.4K
|
302
$7.27K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
243New |
$13.1K - $14K
|
243
$5.85K
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
200New |
$10.8K - $11.5K
|
200
$4.81K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
95New |
$5.11K - $5.47K
|
95
$2.29K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
80New |
$4.31K - $4.61K
|
80
$1.92K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
61+ 0.37% |
$3.28K - $3.51K
|
16.5K
$397K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
57New |
$3.07K - $3.28K
|
57
$1.37K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
35+ 0.44% |
$1.88K - $2.02K
|
8.06K
$194K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
33New |
$1.78K - $1.9K
|
33
$794
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
20+ 6.85% |
$1.08K - $1.15K
|
312
$7.51K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
110KNew |
$5.78M - $6.33M
|
110K
$2.65M
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
9.43KNew |
$495K - $542K
|
9.43K
$227K
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
5.33KNew |
$280K - $307K
|
5.33K
$128K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.54KNew |
$238K - $261K
|
4.54K
$109K
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.11KNew |
$216K - $237K
|
4.11K
$99K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.86KNew |
$203K - $222K
|
3.86K
$92.9K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.89K+ 33.01% |
$152K - $166K
|
11.6K
$280K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.47KNew |
$130K - $142K
|
2.47K
$59.4K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.28KNew |
$120K - $131K
|
2.28K
$54.9K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.46K+ 50.7% |
$76.4K - $83.8K
|
4.33K
$104K
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.33KNew |
$69.5K - $76.2K
|
1.33K
$31.9K
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
748New |
$39.3K - $43K
|
748
$18K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
411+ 109.02% |
$21.6K - $23.6K
|
788
$19K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
181New |
$9.5K - $10.4K
|
181
$4.35K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
63New |
$3.31K - $3.63K
|
63
$1.52K
|