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 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
2.17K+ 0.85% |
$132K - $146K
|
256K
$6.27M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.16K+ 9.91% |
$132K - $146K
|
24K
$586K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.16K+ 1.1% |
$132K - $146K
|
199K
$4.86M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.05K+ 39.74% |
$125K - $138K
|
7.22K
$176K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.91K+ 4.8% |
$116K - $128K
|
41.6K
$1.02M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.81K+ 37.71% |
$110K - $122K
|
6.62K
$162K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.8KNew |
$109K - $121K
|
1.8K
$43.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.78K+ 2.67% |
$108K - $120K
|
68.4K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.74K+ 26.69% |
$106K - $117K
|
8.25K
$202K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.63K+ 5.6% |
$99.5K - $110K
|
30.8K
$753K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.61K+ 24.59% |
$98K - $108K
|
8.16K
$199K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.57K+ 25.41% |
$95.5K - $106K
|
7.74K
$189K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.56K+ 22.23% |
$94.9K - $105K
|
8.57K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.56K+ 13.08% |
$94.9K - $105K
|
13.5K
$329K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.47KNew |
$89.3K - $98.8K
|
1.47K
$35.8K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.46K+ 5.02% |
$89K - $98.5K
|
30.6K
$748K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.46KNew |
$88.7K - $98.2K
|
1.46K
$35.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.44K+ 5.5% |
$87.4K - $96.8K
|
27.5K
$673K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.44K+ 3.76% |
$87.4K - $96.7K
|
39.6K
$967K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.43K+ 19.42% |
$87K - $96.2K
|
8.78K
$215K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.42K+ 11.65% |
$86.5K - $95.7K
|
13.6K
$333K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.38K+ 3.43% |
$84.3K - $93.3K
|
41.7K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.38K+ 91.71% |
$84.2K - $93.2K
|
2.89K
$70.7K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.31K+ 29.27% |
$79.9K - $88.4K
|
5.79K
$142K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.28K+ 28.78% |
$78.1K - $86.4K
|
5.74K
$140K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.18KNew |
$72K - $79.7K
|
1.18K
$28.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.14K+ 6.74% |
$69.2K - $76.6K
|
18K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.12K+ 21.82% |
$67.9K - $75.1K
|
6.23K
$152K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.11K+ 14.4% |
$67.5K - $74.7K
|
8.8K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.09K+ 6.81% |
$66.4K - $73.5K
|
17.1K
$418K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 3.46% |
$65.2K - $72.2K
|
32K
$783K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.07KNew |
$65K - $71.9K
|
1.07K
$26.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.05K+ 4.76% |
$63.8K - $70.6K
|
23K
$563K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.04KNew |
$63.4K - $70.2K
|
1.04K
$25.5K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
976+ 28.43% |
$59.4K - $65.8K
|
4.41K
$108K
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
942+ 24.42% |
$57.4K - $63.5K
|
4.8K
$117K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
883+ 4.67% |
$53.8K - $59.5K
|
19.8K
$483K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
878New |
$53.5K - $59.2K
|
878
$21.5K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
869+ 24.11% |
$52.9K - $58.6K
|
4.47K
$109K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
854New |
$52K - $57.6K
|
854
$20.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
850+ 4.42% |
$51.8K - $57.3K
|
20.1K
$491K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
845+ 5.96% |
$51.5K - $56.9K
|
15K
$367K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
823+ 16.65% |
$50.1K - $55.5K
|
5.77K
$141K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
796+ 16.47% |
$48.5K - $53.6K
|
5.63K
$138K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
788+ 4.43% |
$48K - $53.1K
|
18.6K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
751+ 3.9% |
$45.7K - $50.6K
|
20K
$489K
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
723+ 0.54% |
$44K - $48.7K
|
134K
$3.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
711+ 73.37% |
$43.3K - $47.9K
|
1.68K
$41.1K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
705+ 11.21% |
$42.9K - $47.5K
|
7K
$171K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
705+ 2.82% |
$42.9K - $47.5K
|
25.7K
$629K
|