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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
50+ 0.43% |
$3.04K - $3.37K
|
11.6K
$284K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 46.3% |
$3.04K - $3.37K
|
158
$3.86K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
50+ 0.4% |
$3.04K - $3.37K
|
12.7K
$311K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
49+ 0.4% |
$2.98K - $3.3K
|
12.3K
$301K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
43+ 0.82% |
$2.62K - $2.9K
|
5.31K
$130K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
43+ 0.43% |
$2.62K - $2.9K
|
10K
$246K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
41+ 0.12% |
$2.5K - $2.76K
|
33.3K
$814K
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
BUY
|
- |
35+ 0.44% |
$2.13K - $2.36K
|
8.06K
$197K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.42% |
$2.07K - $2.29K
|
8.07K
$197K
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.2% |
$2.07K - $2.29K
|
17.3K
$424K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31New |
$1.89K - $2.09K
|
31
$758
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
30+ 0.26% |
$1.83K - $2.02K
|
11.6K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
25+ 0.12% |
$1.52K - $1.68K
|
20.1K
$493K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
22+ 1.85% |
$1.34K - $1.48K
|
1.21K
$29.6K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
20+ 0.43% |
$1.22K - $1.35K
|
4.68K
$114K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18+ 13.43% |
$1.1K - $1.21K
|
152
$3.72K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
17+ 0.42% |
$1.04K - $1.15K
|
4.02K
$98.3K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16New |
$974 - $1.08K
|
16
$391
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15+ 0.43% |
$913 - $1.01K
|
3.53K
$86.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
14+ 0.04% |
$852 - $943
|
35.8K
$875K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14+ 0.21% |
$852 - $943
|
6.57K
$161K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
13+ 0.39% |
$792 - $876
|
3.34K
$81.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
13+ 0.28% |
$792 - $876
|
4.7K
$115K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
11+ 0.27% |
$670 - $741
|
4.11K
$100K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10+ 1.1% |
$609 - $674
|
916
$22.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
10+ 0.18% |
$609 - $674
|
5.57K
$136K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10+ 0.03% |
$609 - $674
|
36.7K
$896K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
9+ 0.2% |
$548 - $607
|
4.45K
$109K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8+ 0.23% |
$487 - $539
|
3.53K
$86.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 0.13% |
$365 - $404
|
4.69K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4+ 0.05% |
$244 - $270
|
8.11K
$198K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 0.08% |
$244 - $270
|
4.84K
$118K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$122 - $135
|
4.06K
$99.3K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.34% |
$122 - $135
|
591
$14.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$122 - $135
|
22.9K
$559K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.2% |
$60.9 - $67.4
|
498
$12.2K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.0% |
$60.9 - $67.4
|
24.2K
$592K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.26% |
$60.9 - $67.4
|
384
$9.39K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$60.9 - $67.4
|
7.11K
$174K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.35% |
$60.9 - $67.4
|
285
$6.97K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1+ 0.01% |
$60.9 - $67.4
|
12.7K
$310K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-7- 2.47% |
$426 - $472
|
276
$6.75K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-9- 1.54% |
$548 - $607
|
575
$14.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-12- 0.38% |
$731 - $809
|
3.16K
$77.4K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-24Closed |
$1.46K - $1.62K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-32- 1.67% |
$1.95K - $2.16K
|
1.89K
$46.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-43- 1.12% |
$2.62K - $2.9K
|
3.81K
$93.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-45- 5.94% |
$2.74K - $3.03K
|
713
$17.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-46- 2.53% |
$2.8K - $3.1K
|
1.78K
$43.4K
|