Purchases and Sales Made in Q1 2024 in Schwab Fundamental U S Large C (FNDX)
This table provides information about the institutional ownership of Schwab Fundamental U S Large C (FNDX) during Q1 2024. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL U S LARGE C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.14K+ 6.78% |
$313K - $346K
|
80.9K
$1.98M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
5.08K+ 2.96% |
$309K - $342K
|
177K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.01K+ 6.29% |
$305K - $337K
|
84.6K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.99K+ 66.68% |
$304K - $336K
|
12.5K
$305K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.85K+ 57.93% |
$295K - $327K
|
13.2K
$323K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.84KNew |
$295K - $326K
|
4.84K
$118K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.83KNew |
$294K - $325K
|
4.83K
$118K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.81K+ 5.87% |
$293K - $324K
|
86.6K
$2.12M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.79KNew |
$291K - $322K
|
4.79K
$117K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.51K+ 13.33% |
$275K - $304K
|
38.4K
$938K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.28K+ 108.35% |
$261K - $289K
|
8.23K
$201K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
4.28K+ 2.55% |
$260K - $288K
|
172K
$4.2M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.06KNew |
$247K - $274K
|
4.06K
$99.4K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.04KNew |
$246K - $272K
|
4.04K
$98.7K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.97KNew |
$242K - $268K
|
3.97K
$97.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3.97K+ 4.03% |
$241K - $267K
|
102K
$2.5M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.96KNew |
$241K - $267K
|
3.96K
$96.7K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.95K+ 50.64% |
$240K - $266K
|
11.7K
$287K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.92K+ 20.38% |
$239K - $264K
|
23.2K
$567K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.76KNew |
$229K - $253K
|
3.76K
$91.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.75K+ 16.82% |
$228K - $253K
|
26K
$636K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.55KNew |
$216K - $239K
|
3.55K
$86.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.54KNew |
$215K - $238K
|
3.54K
$86.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.44KNew |
$209K - $232K
|
3.44K
$84K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.43KNew |
$209K - $231K
|
3.43K
$83.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.42KNew |
$208K - $230K
|
3.42K
$83.6K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
3.4KNew |
$207K - $229K
|
3.4K
$83.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.38KNew |
$206K - $228K
|
3.38K
$82.6K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.22KNew |
$196K - $217K
|
3.22K
$78.8K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
3.16K+ 4.19% |
$193K - $213K
|
78.7K
$1.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.16KNew |
$192K - $213K
|
3.16K
$77.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.16K+ 6.55% |
$192K - $213K
|
51.4K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.14K+ 3.82% |
$191K - $211K
|
85.1K
$2.08M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.09K+ 0.43% |
$188K - $208K
|
726K
$17.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3.06K+ 2.34% |
$187K - $206K
|
134K
$3.27M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.04K+ 2.07% |
$185K - $205K
|
150K
$3.66M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
2.93K+ 1.58% |
$178K - $197K
|
188K
$4.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.93K+ 13.01% |
$178K - $197K
|
25.4K
$621K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.71K+ 1.39% |
$165K - $183K
|
198K
$4.84M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.7K+ 58.01% |
$164K - $182K
|
7.35K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.66K+ 49.39% |
$162K - $179K
|
8.03K
$196K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.59K+ 5.92% |
$158K - $175K
|
46.3K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.55K+ 44.59% |
$155K - $172K
|
8.27K
$202K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.52K+ 504.2% |
$154K - $170K
|
3.02K
$73.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.48K+ 44.26% |
$151K - $167K
|
8.07K
$197K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.39K+ 24.95% |
$145K - $161K
|
11.9K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.28K+ 39.93% |
$139K - $154K
|
8K
$196K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.26K+ 2.45% |
$137K - $152K
|
94.6K
$2.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.23K+ 0.65% |
$136K - $150K
|
343K
$8.39M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.21K+ 3.65% |
$135K - $149K
|
62.9K
$1.54M
|