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 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.92K+ 9.33% |
$191K - $209K
|
34.2K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.89KNew |
$189K - $207K
|
2.89K
$71.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.87KNew |
$187K - $206K
|
2.87K
$71.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.83K+ 14.19% |
$185K - $203K
|
22.8K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.83K+ 38.12% |
$185K - $203K
|
10.3K
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.8KNew |
$183K - $201K
|
2.8K
$69.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.79KNew |
$183K - $200K
|
2.79K
$69.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
2.78K+ 5.97% |
$182K - $199K
|
49.4K
$1.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.69K+ 1.12% |
$176K - $193K
|
243K
$6.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.68K+ 0.96% |
$175K - $192K
|
282K
$7.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.6K+ 60.14% |
$170K - $186K
|
6.92K
$172K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.58K+ 6.5% |
$169K - $185K
|
42.3K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.51K+ 65.93% |
$164K - $180K
|
6.33K
$157K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.5K+ 13.96% |
$164K - $180K
|
20.4K
$507K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.45K+ 40.81% |
$160K - $176K
|
8.45K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.44K+ 7.38% |
$159K - $175K
|
35.5K
$882K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.43K+ 200.0% |
$159K - $174K
|
3.64K
$90.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
2.33K+ 0.78% |
$152K - $167K
|
301K
$7.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.32KNew |
$152K - $166K
|
2.32K
$57.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.28K+ 7.9% |
$149K - $163K
|
31.1K
$772K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.24K+ 3.72% |
$147K - $161K
|
62.5K
$1.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
2.24K+ 1443.87% |
$146K - $161K
|
2.39K
$59.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.13K+ 0.62% |
$139K - $153K
|
345K
$8.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.08K+ 1.72% |
$136K - $149K
|
123K
$3.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.05K+ 7.0% |
$134K - $147K
|
31.3K
$777K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.99K+ 30.75% |
$130K - $143K
|
8.47K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.99K+ 37.23% |
$130K - $143K
|
7.34K
$182K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
1.99KNew |
$130K - $143K
|
1.99K
$49.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.98K+ 49.44% |
$129K - $142K
|
5.99K
$149K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.96K+ 2.31% |
$128K - $141K
|
86.8K
$2.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.91K+ 4.26% |
$125K - $137K
|
46.7K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
1.85K+ 0.96% |
$121K - $132K
|
194K
$4.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.8K+ 17.26% |
$118K - $129K
|
12.2K
$304K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.8K+ 23.07% |
$117K - $129K
|
9.58K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.77KNew |
$115K - $127K
|
1.77K
$43.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.76K+ 12.8% |
$115K - $126K
|
15.5K
$384K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.75K+ 122.7% |
$114K - $125K
|
3.17K
$78.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.69K+ 5.83% |
$110K - $121K
|
30.6K
$761K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.6K+ 4.91% |
$104K - $114K
|
34.1K
$846K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.5K+ 1.62% |
$97.9K - $107K
|
93.9K
$2.33M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.41K+ 13.27% |
$91.8K - $101K
|
12K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.39K+ 824.26% |
$91K - $100K
|
1.56K
$38.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.35K+ 2.04% |
$88.3K - $96.9K
|
67.5K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.3K+ 5.23% |
$85K - $93.3K
|
26.2K
$649K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.29K+ 15.26% |
$84.2K - $92.4K
|
9.73K
$242K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.27K+ 53.91% |
$82.8K - $90.9K
|
3.62K
$89.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.21K+ 23.44% |
$79.1K - $86.8K
|
6.37K
$158K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.21K+ 37.82% |
$79K - $86.7K
|
4.4K
$109K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.14K+ 14.81% |
$74.2K - $81.4K
|
8.8K
$219K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.12K+ 10.72% |
$73.2K - $80.4K
|
11.6K
$287K
|