Purchases and Sales Made in Q2 2024 in Schwab Fundamental U S Large C (FNDX)

FNDX Quotes by TradingView

This table provides information about the institutional ownership of Schwab Fundamental U S Large C (FNDX) during Q2 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
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
13K
New
$832K - $880K
13K $326K
Aug 12, 2024 Q2 2024
Mai Capital Management

BUY
 -
12.8K
+ 13.97%
$818K - $865K
104K $2.61M
Aug 05, 2024 Q2 2024
Ironwood Investment Counsel, LLC

BUY
 -
12.8K
+ 15.83%
$814K - $861K
93.3K $2.33M
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

BUY
 -
12.5K
+ 1.83%
$799K - $845K
695K $17.4M
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
12.2K
+ 2.52%
$776K - $821K
495K $12.4M
Aug 13, 2024 Q2 2024
Cerity Partners LLC

New York, NY
BUY
 -
12.1K
+ 8.14%
$775K - $820K
161K $4.03M
Jul 16, 2024 Q2 2024
Foguth Wealth Management, Llc.

Brighton, MI
BUY
 -
12.1K
+ 22.33%
$771K - $815K
66.1K $1.65M
Jul 11, 2024 Q2 2024
Manning & Napier Advisors LLC

Fairport, NY
BUY
 -
12K
New
$766K - $811K
12K $300K
Jul 31, 2024 Q2 2024
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
11.5K
New
$734K - $776K
11.5K $288K
Aug 15, 2024 Q2 2024
Creative Planning

Overland Park, KS
BUY
 -
11.4K
+ 2.7%
$728K - $770K
433K $10.8M
Aug 13, 2024 Q2 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
10.6K
New
$679K - $718K
10.6K $266K
Jul 30, 2024 Q2 2024
Mezzasalma Advisors, LLC

BUY
 -
10.4K
New
$666K - $705K
10.4K $261K
Aug 19, 2024 Q2 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
10.4K
+ 83.52%
$665K - $704K
22.9K $573K
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
10.1K
+ 12.5%
$646K - $683K
91K $2.28M
Aug 06, 2024 Q2 2024
Glassman Wealth Services

BUY
 -
9.66K
+ 0.65%
$617K - $653K
1.49M $37.3M
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
9.61K
+ 14.03%
$614K - $649K
78.1K $1.96M
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
8.73K
+ 0.95%
$557K - $589K
924K $23.1M
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
8.57K
+ 27.52%
$547K - $579K
39.7K $993K
Aug 13, 2024 Q2 2024
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
8.46K
New
$540K - $571K
8.46K $212K
Jul 12, 2024 Q2 2024
Francis Financial, Inc.

New York, NY
BUY
 -
8.18K
New
$523K - $553K
8.18K $205K
Aug 06, 2024 Q2 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
8.16K
+ 2.2%
$521K - $551K
380K $9.5M
Jul 12, 2024 Q2 2024
Schwab Charitable Fund

BUY
 -
8.06K
New
$515K - $545K
8.06K $202K
Jul 24, 2024 Q2 2024
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
7.98K
+ 1.8%
$510K - $539K
450K $11.3M
Aug 09, 2024 Q2 2024
Jacobi Capital Management LLC

BUY
 -
7.89K
New
$504K - $533K
7.89K $197K
Jul 19, 2024 Q2 2024
Solitude Financial Services

BUY
 -
7.78K
+ 2.67%
$497K - $525K
299K $7.48M
Jul 09, 2024 Q2 2024
Park Avenue Securities LLC

BUY
 -
7.75K
+ 25.54%
$495K - $523K
38.1K $953K
Jul 29, 2024 Q2 2024
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
7.65K
+ 7.79%
$489K - $517K
106K $2.65M
Aug 12, 2024 Q2 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
7.58K
+ 11.55%
$484K - $512K
73.2K $1.83M
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
7.14K
+ 1433.33%
$456K - $482K
7.64K $191K
Aug 14, 2024 Q2 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
6.99K
+ 31.52%
$447K - $472K
29.2K $730K
Aug 05, 2024 Q2 2024
Noesis Capital Mangement Corp

BUY
 -
6.48K
New
$414K - $438K
6.48K $162K
Aug 06, 2024 Q2 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
6.48K
New
$414K - $438K
6.48K $162K
Aug 14, 2024 Q2 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
6.44K
+ 28.25%
$411K - $435K
29.2K $731K
Jul 18, 2024 Q2 2024
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
6.4K
New
$409K - $432K
6.4K $160K
Jul 08, 2024 Q2 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
6.38K
+ 2.73%
$408K - $431K
241K $6.02M
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
6.23K
+ 139.61%
$398K - $421K
10.7K $268K
Jul 29, 2024 Q2 2024
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
6.19K
+ 2.55%
$395K - $418K
249K $6.22M
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
6.18K
+ 20.03%
$395K - $417K
37K $926K
Jul 26, 2024 Q2 2024
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
6.12K
+ 4.58%
$391K - $414K
140K $3.5M
Jul 22, 2024 Q2 2024
Masso Torrence Wealth Management Inc.

BUY
 -
5.63K
+ 4.37%
$360K - $381K
135K $3.37M
Jul 12, 2024 Q2 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
5.6K
+ 1.98%
$358K - $378K
289K $7.23M
Aug 14, 2024 Q2 2024
Rollins Financial Advisors, LLC

Atlanta, GA
BUY
 -
5.59K
+ 6.64%
$357K - $377K
89.7K $2.24M
Jul 12, 2024 Q2 2024
Pennsylvania Capital Management Inc

BUY
 -
5.45K
+ 12.74%
$348K - $368K
48.2K $1.21M
Aug 13, 2024 Q2 2024
Paradigm Financial Partners, LLC

BUY
 -
5.4K
+ 11.47%
$345K - $365K
52.5K $1.31M
Aug 02, 2024 Q2 2024
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
5.27K
New
$337K - $356K
5.27K $132K
Jul 18, 2024 Q2 2024
Prairiewood Capital, LLC

BUY
 -
5.14K
+ 1.26%
$329K - $347K
412K $10.3M
Jul 15, 2024 Q2 2024
Ashford Advisors, LLC

BUY
 -
5.14K
+ 0.77%
$328K - $347K
670K $16.8M
Jul 30, 2024 Q2 2024
Vista Wealth Management Group, LLC

BUY
 -
5.11K
New
$326K - $345K
5.11K $128K
Jul 18, 2024 Q2 2024
Wealth Care Investment Partners, LLC

BUY
 -
5.09K
+ 38.5%
$325K - $344K
18.3K $458K

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