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
Jul 22, 2024 Q2 2024
Iron Horse Wealth Management, LLC

BUY
 -
709
New
$45.3K - $47.9K
709 $17.7K
Aug 12, 2024 Q2 2024
Archvest Wealth Advisors, Inc.

BUY
 -
682
+ 7.77%
$43.6K - $46.1K
9.47K $237K
Nov 22, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
645
+ 8.06%
$41.2K - $43.6K
8.65K $216K
Aug 13, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
645
+ 8.06%
$41.2K - $43.6K
8.65K $216K
Jul 25, 2024 Q2 2024
Hrc Wealth Management, LLC

Moscow, ID
BUY
 -
630
+ 7.26%
$40.2K - $42.6K
9.31K $233K
Jul 25, 2024 Q2 2024
Janiczek Wealth Management, LLC

BUY
 -
622
+ 1.13%
$39.7K - $42K
55.6K $1.39M
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
613
New
$39.2K - $41.4K
613 $15.3K
Jul 25, 2024 Q2 2024
Tempus Wealth Planning, LLC

BUY
 -
607
+ 1.53%
$38.8K - $41K
40.2K $1.01M
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
590
+ 73.75%
$37.7K - $39.9K
1.39K $34.8K
Aug 13, 2024 Q2 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
538
+ 2.82%
$34.4K - $36.3K
19.6K $491K
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
486
+ 1.11%
$31K - $32.8K
44.4K $1.11M
Jul 17, 2024 Q2 2024
Sws Partners

BUY
 -
486
New
$31K - $32.8K
486 $12.2K
Jul 12, 2024 Q2 2024
Capital Investment Advisors, LLC

BUY
 -
483
+ 6.83%
$30.8K - $32.6K
7.55K $189K
Jul 31, 2024 Q2 2024
Lafayette Investments, Inc.

BUY
 -
468
+ 8.04%
$29.9K - $31.6K
6.29K $157K
Aug 08, 2024 Q2 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
457
+ 5.67%
$29.2K - $30.9K
8.52K $213K
Jul 17, 2024 Q2 2024
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
438
+ 1.32%
$28K - $29.6K
33.7K $844K
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
423
+ 2.84%
$27K - $28.6K
15.3K $383K
Aug 13, 2024 Q2 2024
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
387
+ 8.23%
$24.7K - $26.1K
5.09K $127K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
355
+ 6.68%
$22.7K - $24K
5.67K $142K
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
337
New
$21.5K - $22.8K
337 $8.43K
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
336
New
$21.5K - $22.7K
336 $8.41K
Jul 25, 2024 Q2 2024
Systelligence, LLC

BUY
 -
334
+ 0.17%
$21.3K - $22.6K
196K $4.9M
Jul 17, 2024 Q2 2024
Leavell Investment Management, Inc.

BUY
 -
334
+ 0.39%
$21.3K - $22.6K
87K $2.18M
Aug 08, 2024 Q2 2024
Russell Investments Group, Ltd.

BUY
 -
318
New
$20.3K - $21.5K
318 $7.96K
Aug 05, 2024 Q2 2024
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
310
+ 3.1%
$19.8K - $20.9K
10.3K $258K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
306
New
$19.5K - $20.7K
306 $7.66K
Jul 15, 2024 Q2 2024
Sequoia Financial Advisors, LLC

BUY
 -
299
+ 0.98%
$19.1K - $20.2K
30.7K $767K
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
287
+ 1.26%
$18.3K - $19.4K
23K $577K
Jul 25, 2024 Q2 2024
Alpha Omega Wealth Management LLC

BUY
 -
284
+ 2.76%
$18.1K - $19.2K
10.6K $265K
Aug 01, 2024 Q2 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
276
New
$17.6K - $18.6K
276 $6.91K
Jul 30, 2024 Q2 2024
Morton Brown Family Wealth, LLC

BUY
 -
265
New
$16.9K - $17.9K
265 $6.63K
Aug 09, 2024 Q2 2024
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
250
+ 3.92%
$16K - $16.9K
6.62K $166K
Aug 06, 2024 Q2 2024
Creative Financial Designs Inc

BUY
 -
238
+ 3.4%
$15.2K - $16.1K
7.23K $181K
Aug 12, 2024 Q2 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
230
+ 13.11%
$14.7K - $15.5K
1.98K $49.6K
Jul 18, 2024 Q2 2024
Brookstone Capital Management

BUY
 -
216
+ 3.48%
$13.8K - $14.6K
6.42K $161K
Aug 14, 2024 Q2 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
202
+ 1.02%
$12.9K - $13.6K
20K $500K
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
199
+ 130.92%
$12.7K - $13.4K
351 $8.78K
Aug 05, 2024 Q2 2024
Mcf Advisors LLC

Covington, KY
BUY
 -
177
+ 4.75%
$11.3K - $12K
3.9K $97.7K
Jul 17, 2024 Q2 2024
Northland Capital Management LLC

BUY
 -
172
+ 0.13%
$11K - $11.6K
134K $3.35M
Jul 15, 2024 Q2 2024
Pinnacle Bancorp, Inc.

BUY
 -
166
New
$10.6K - $11.2K
166 $4.15K
Jul 24, 2024 Q2 2024
Beacon Capital Management, LLC

BUY
 -
163
New
$10.4K - $11K
163 $4.08K
Jul 25, 2024 Q2 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
158
New
$10.1K - $10.7K
158 $3.95K
Aug 08, 2024 Q2 2024
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
143
+ 3.86%
$9.13K - $9.66K
3.85K $96.3K
Oct 22, 2024 Q2 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
142
+ 0.01%
$9.07K - $9.59K
1.21M $30.4M
Aug 05, 2024 Q2 2024
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
130
+ 3.73%
$8.3K - $8.78K
3.62K $90.5K
Aug 06, 2024 Q2 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
128
+ 4.77%
$8.18K - $8.65K
2.81K $70.4K
Aug 05, 2024 Q2 2024
Central Trust CO

Jefferson City, MO
BUY
 -
117
New
$7.47K - $7.9K
117 $2.93K
Aug 02, 2024 Q2 2024
Consolidated Planning Corp

Atlanta, GA
BUY
 -
110
+ 0.06%
$7.03K - $7.43K
199K $4.98M
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
106
+ 7.87%
$6.77K - $7.16K
1.45K $36.4K

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