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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-187- 0.81% |
$12.2K - $13.4K
|
23K
$572K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-192- 3.07% |
$12.5K - $13.8K
|
6.06K
$150K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-201- 0.31% |
$13.1K - $14.4K
|
65.5K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-210- 2.46% |
$13.7K - $15.1K
|
8.31K
$206K
|
|
|
Oct 28, 2024
Q3 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-215- 0.03% |
$14.1K - $15.4K
|
670K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-220- 13.59% |
$14.4K - $15.8K
|
1.4K
$34.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-220- 0.55% |
$14.4K - $15.8K
|
40K
$992K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-223- 4.71% |
$14.6K - $16K
|
4.51K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-253- 3.13% |
$16.5K - $18.2K
|
7.83K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-264- 0.98% |
$17.3K - $18.9K
|
26.7K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-288- 85.71% |
$18.8K - $20.7K
|
48
$1.19K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-300- 5.46% |
$19.6K - $21.5K
|
5.19K
$129K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-307- 0.23% |
$20.1K - $22K
|
136K
$3.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-376- 22.17% |
$24.6K - $27K
|
1.32K
$32.8K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-381- 0.86% |
$24.9K - $27.3K
|
44.2K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-390- 5.89% |
$25.5K - $28K
|
6.23K
$155K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-421- 3.41% |
$27.5K - $30.2K
|
11.9K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-440- 0.07% |
$28.8K - $31.6K
|
623K
$15.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-442- 34.45% |
$28.9K - $31.7K
|
841
$20.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-455- 1.97% |
$29.7K - $32.7K
|
22.6K
$562K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-474- 4.43% |
$31K - $34K
|
10.2K
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-501- 2.57% |
$32.7K - $36K
|
19K
$471K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-506- 14.63% |
$33.1K - $36.3K
|
2.95K
$73.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-511- 6.5% |
$33.4K - $36.7K
|
7.35K
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-519- 15.22% |
$33.9K - $37.2K
|
2.89K
$71.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-532- 2.71% |
$34.8K - $38.2K
|
19.1K
$474K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-541- 1.86% |
$35.4K - $38.8K
|
28.6K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-545- 0.86% |
$35.6K - $39.1K
|
63K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-551- 16.59% |
$36K - $39.5K
|
2.77K
$68.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-569- 1.69% |
$37.2K - $40.8K
|
33.2K
$823K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-699- 3.12% |
$45.7K - $50.2K
|
21.7K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-805- 94.26% |
$52.6K - $57.8K
|
49
$1.22K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-809- 3.72% |
$52.9K - $58.1K
|
21K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-957- 65.86% |
$62.5K - $68.7K
|
496
$12.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.08K- 1.58% |
$70.8K - $77.7K
|
67.3K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.1K- 0.81% |
$71.7K - $78.7K
|
134K
$3.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.1K- 0.64% |
$72K - $79.1K
|
172K
$4.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.18K- 23.9% |
$76.9K - $84.5K
|
3.75K
$93.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 0.91% |
$78.2K - $85.8K
|
130K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.21K- 5.29% |
$79.2K - $87K
|
21.7K
$538K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.21K- 6.38% |
$79.2K - $87K
|
17.8K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.25K- 27.21% |
$81.8K - $89.8K
|
3.35K
$83.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.31K- 17.57% |
$85.8K - $94.2K
|
6.16K
$153K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.38K- 2.26% |
$90.5K - $99.3K
|
59.9K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.39K- 28.47% |
$90.5K - $99.4K
|
3.48K
$86.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-1.42K- 0.73% |
$93.1K - $102K
|
194K
$4.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.45K- 3.25% |
$94.4K - $104K
|
43K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 19.41% |
$95.8K - $105K
|
6.09K
$151K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 8.34% |
$97.3K - $107K
|
16.3K
$406K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.53K- 0.93% |
$100K - $110K
|
163K
$4.04M
|