Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-10.5K- 45.02% |
$689K - $756K
|
12.9K
$321K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-10.8K- 1.85% |
$704K - $773K
|
571K
$14.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.9K- 52.89% |
$712K - $781K
|
9.7K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-11.3K- 88.32% |
$741K - $814K
|
1.5K
$37.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-12K- 4.25% |
$783K - $860K
|
270K
$6.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-12.5K- 2.08% |
$818K - $898K
|
588K
$14.6M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-14K- 18.19% |
$914K - $1M
|
62.9K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-16.3K- 4.05% |
$1.07M - $1.17M
|
387K
$9.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 2.82% |
$1.12M - $1.23M
|
589K
$14.7M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.7K- 36.84% |
$1.29M - $1.42M
|
33.9K
$843K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.7K- 36.84% |
$1.29M - $1.42M
|
33.9K
$843K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-26.4K- 1.26% |
$1.73M - $1.9M
|
2.07M
$51.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-58.7K- 15.47% |
$3.84M - $4.22M
|
321K
$7.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-169K- 94.49% |
$11.1M - $12.1M
|
9.87K
$246K
|
|
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-265K- 66.93% |
$17.3M - $19M
|
131K
$3.26M
|