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
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.1K+ 22.57% |
$71.6K - $78.6K
|
5.95K
$148K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.08K+ 0.54% |
$70.3K - $77.1K
|
199K
$4.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.05K+ 1.0% |
$68.4K - $75.1K
|
106K
$2.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.04K+ 9.77% |
$68K - $74.6K
|
11.7K
$290K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.03K+ 526.53% |
$67.5K - $74.1K
|
1.23K
$30.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
993+ 12.45% |
$64.9K - $71.3K
|
8.97K
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
989+ 18.51% |
$64.6K - $71K
|
6.33K
$157K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
987New |
$64.5K - $70.8K
|
987
$24.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
973+ 49.04% |
$63.6K - $69.8K
|
2.96K
$73.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
949+ 4.87% |
$62K - $68.1K
|
20.5K
$508K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
922+ 21.87% |
$60.3K - $66.2K
|
5.14K
$128K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
830New |
$54.2K - $59.6K
|
830
$20.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
799+ 2.3% |
$52.2K - $57.3K
|
35.5K
$881K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
798New |
$52.2K - $57.3K
|
798
$19.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
785+ 0.47% |
$51.3K - $56.3K
|
169K
$4.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
742+ 3.71% |
$48.5K - $53.2K
|
20.7K
$514K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
710+ 20.11% |
$46.4K - $50.9K
|
4.24K
$105K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
697New |
$45.6K - $50K
|
697
$17.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
675+ 17.78% |
$44.1K - $48.4K
|
4.47K
$111K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
668+ 4.13% |
$43.7K - $47.9K
|
16.8K
$418K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
660+ 0.9% |
$43.1K - $47.4K
|
74K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
654+ 10.04% |
$42.7K - $46.9K
|
7.17K
$178K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
649+ 11.65% |
$42.4K - $46.6K
|
6.22K
$154K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
648+ 4.23% |
$42.4K - $46.5K
|
16K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
627+ 1.69% |
$41K - $45K
|
37.7K
$935K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
566+ 1.08% |
$37K - $40.6K
|
53K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
526+ 5.59% |
$34.4K - $37.7K
|
9.94K
$247K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
516+ 1.72% |
$33.7K - $37K
|
30.4K
$756K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
512+ 28.59% |
$33.5K - $36.7K
|
2.3K
$57.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
473+ 1.09% |
$30.9K - $33.9K
|
44K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
468+ 6.99% |
$30.6K - $33.6K
|
7.17K
$178K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
451New |
$29.5K - $32.4K
|
451
$11.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
443+ 0.98% |
$29K - $31.8K
|
45.9K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
442+ 2.88% |
$28.9K - $31.7K
|
15.8K
$393K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
414+ 5.96% |
$27.1K - $29.7K
|
7.36K
$183K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
411+ 0.96% |
$26.9K - $29.5K
|
43.2K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
405+ 2.42% |
$26.5K - $29.1K
|
17.1K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
402+ 4.57% |
$26.3K - $28.8K
|
9.2K
$229K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
398+ 1.06% |
$26K - $28.6K
|
37.9K
$940K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
389+ 5.77% |
$25.4K - $27.9K
|
7.14K
$177K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
337+ 8.26% |
$22K - $24.2K
|
4.42K
$110K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
315+ 0.75% |
$20.6K - $22.6K
|
42.4K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
303+ 7.92% |
$19.8K - $21.7K
|
4.13K
$103K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
293+ 1.98% |
$19.2K - $21K
|
15.1K
$374K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
288+ 0.26% |
$18.8K - $20.7K
|
113K
$2.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
281+ 0.14% |
$18.4K - $20.2K
|
199K
$4.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
274New |
$17.9K - $19.7K
|
274
$6.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
261New |
$17.1K - $18.7K
|
261
$6.48K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
255+ 8.82% |
$16.7K - $18.3K
|
3.15K
$78.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
240New |
$15.7K - $17.2K
|
240
$5.96K
|