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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.5K+ 66.74% |
$1.27M - $1.4M
|
48.7K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
19.2K+ 2.94% |
$1.26M - $1.38M
|
674K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18.5K+ 14.59% |
$1.21M - $1.33M
|
145K
$3.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
17.9K+ 2.32% |
$1.17M - $1.29M
|
790K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.3K+ 105.14% |
$1.13M - $1.24M
|
33.7K
$837K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
16.6KNew |
$1.09M - $1.19M
|
16.6K
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.6K+ 3.94% |
$1.09M - $1.19M
|
438K
$10.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
16.3KNew |
$1.07M - $1.17M
|
16.3K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
16.1K+ 17.25% |
$1.05M - $1.16M
|
109K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16KNew |
$1.05M - $1.15M
|
16K
$398K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
15.5K+ 12.15% |
$1.01M - $1.11M
|
143K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15.1K+ 30.29% |
$989K - $1.09M
|
65.1K
$1.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
15.1K+ 11.24% |
$984K - $1.08M
|
149K
$3.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
15K+ 347.5% |
$982K - $1.08M
|
19.4K
$480K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.9KNew |
$977K - $1.07M
|
14.9K
$371K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
14.6K+ 79.84% |
$956K - $1.05M
|
33K
$818K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.6KNew |
$951K - $1.04M
|
14.6K
$361K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
14.1K+ 33.41% |
$924K - $1.01M
|
56.4K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.5K+ 3.47% |
$884K - $970K
|
403K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
13.3K+ 228.74% |
$869K - $954K
|
19.1K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
12.8KNew |
$839K - $921K
|
12.8K
$319K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.2K+ 15.55% |
$794K - $872K
|
90.3K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
11.8K+ 16.5% |
$770K - $846K
|
83.2K
$2.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
11.2KNew |
$733K - $805K
|
11.2K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 3.2% |
$723K - $794K
|
357K
$8.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.8K+ 160.19% |
$703K - $772K
|
17.5K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
10.1K+ 0.68% |
$661K - $726K
|
1.5M
$37.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.95K+ 0.5% |
$650K - $714K
|
1.99M
$49.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
9.6K+ 13.63% |
$628K - $689K
|
80.1K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.57K+ 121.31% |
$625K - $686K
|
17.5K
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.44K+ 10.53% |
$617K - $677K
|
99.1K
$2.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.4K+ 63.39% |
$615K - $675K
|
24.2K
$602K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.34K+ 122.3% |
$610K - $670K
|
17K
$421K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9.32K+ 1.16% |
$609K - $669K
|
810K
$20.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
9.16KNew |
$599K - $657K
|
9.16K
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.9KNew |
$582K - $639K
|
8.9K
$221K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.88K+ 28.95% |
$580K - $637K
|
39.5K
$982K
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
8.85KNew |
$578K - $635K
|
8.85K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.75KNew |
$572K - $628K
|
8.75K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.69K+ 96511.11% |
$568K - $623K
|
8.7K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
8.64K+ 120.09% |
$565K - $620K
|
15.8K
$393K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
8.11K+ 4.41% |
$530K - $582K
|
192K
$4.77M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
7.92KNew |
$517K - $568K
|
7.92K
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.89K+ 45.71% |
$516K - $566K
|
25.2K
$625K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
7.87K+ 7.23% |
$514K - $564K
|
117K
$2.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.54K+ 1.74% |
$493K - $541K
|
440K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.11KNew |
$465K - $510K
|
7.11K
$176K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6.73KNew |
$440K - $483K
|
6.73K
$167K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6.56K+ 102.48% |
$429K - $471K
|
13K
$322K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.46KNew |
$422K - $464K
|
6.46K
$160K
|