Purchases and Sales Made in Q2 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 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 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-468- 10.46% |
$29.9K - $31.6K
|
4.01K
$100K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-493- 2.97% |
$31.5K - $33.3K
|
16.1K
$403K
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-494- 0.7% |
$31.6K - $33.4K
|
70.5K
$1.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 46.86% |
$31.9K - $33.8K
|
567
$14.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-539- 51.78% |
$34.4K - $36.4K
|
502
$12.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-590- 2.94% |
$37.7K - $39.9K
|
19.5K
$488K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-648- 8.8% |
$41.4K - $43.8K
|
6.71K
$168K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-649- 4.54% |
$41.5K - $43.8K
|
13.6K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-650- 1.56% |
$41.5K - $43.9K
|
41K
$1.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-650- 7.73% |
$41.5K - $43.9K
|
7.76K
$194K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-693- 5.45% |
$44.3K - $46.8K
|
12K
$301K
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-694- 1.12% |
$44.3K - $46.9K
|
61K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-711- 42.32% |
$45.4K - $48K
|
969
$24.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-750- 1.74% |
$47.9K - $50.7K
|
42.3K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-765- 2.39% |
$48.9K - $51.7K
|
31.3K
$782K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-778- 2.81% |
$49.7K - $52.6K
|
26.9K
$674K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-812- 92.48% |
$51.9K - $54.9K
|
66
$1.65K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-823- 2.78% |
$52.6K - $55.6K
|
28.8K
$721K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-832- 16.51% |
$53.1K - $56.2K
|
4.21K
$105K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-881- 2.86% |
$56.3K - $59.5K
|
29.9K
$749K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-895- 15.9% |
$57.2K - $60.5K
|
4.73K
$118K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-930- 7.73% |
$59.4K - $62.8K
|
11.1K
$278K
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-953- 17.78% |
$60.9K - $64.4K
|
4.41K
$110K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.02K- 10.78% |
$65.1K - $68.9K
|
8.44K
$211K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.09K- 2.38% |
$69.4K - $73.4K
|
44.5K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.19K- 8.38% |
$76.3K - $80.7K
|
13.1K
$327K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.24K- 16.57% |
$79.3K - $83.8K
|
6.25K
$156K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.33K- 16.57% |
$85K - $89.9K
|
6.7K
$168K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.36K- 1.45% |
$86.7K - $91.7K
|
92.4K
$2.31M
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.44K- 2.29% |
$91.9K - $97.2K
|
61.3K
$1.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.46K- 1.02% |
$92.9K - $98.3K
|
141K
$3.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.55K- 18.06% |
$98.7K - $104K
|
7.02K
$176K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.6K- 13.62% |
$102K - $108K
|
10.1K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.62K- 5.31% |
$104K - $110K
|
29K
$725K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.02K- 0.72% |
$129K - $137K
|
279K
$6.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.24K- 27.16% |
$143K - $151K
|
6K
$150K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.42K- 13.02% |
$155K - $163K
|
16.2K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.42K- 80.14% |
$155K - $164K
|
600
$15K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.45K- 31.67% |
$157K - $166K
|
5.29K
$132K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2.5K- 2.17% |
$159K - $169K
|
113K
$2.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.66K- 4.49% |
$170K - $180K
|
56.7K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.5K- 50.91% |
$224K - $236K
|
3.38K
$84.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.58K- 2.33% |
$228K - $242K
|
150K
$3.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.76K- 5.23% |
$240K - $254K
|
68.2K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-3.8K- 5.63% |
$242K - $256K
|
63.6K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-3.99K- 16.43% |
$255K - $269K
|
20.3K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.2K- 3.63% |
$268K - $284K
|
112K
$2.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-4.21K- 3.1% |
$269K - $284K
|
131K
$3.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.28K- 48.35% |
$274K - $289K
|
4.58K
$114K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.9K- 24.81% |
$313K - $331K
|
14.8K
$371K
|