Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
7.85K+ 32.52% |
$420K - $488K
|
32K
$804K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.74KNew |
$414K - $481K
|
7.74K
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
7.69KNew |
$411K - $478K
|
7.69K
$193K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7.52K+ 147.05% |
$402K - $467K
|
12.6K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.51K+ 11.01% |
$402K - $467K
|
75.8K
$1.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.45K+ 7.83% |
$398K - $463K
|
103K
$2.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
7.36KNew |
$393K - $457K
|
7.36K
$185K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.35KNew |
$393K - $457K
|
7.35K
$185K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.01KNew |
$375K - $436K
|
7.01K
$176K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.97K+ 28.29% |
$372K - $433K
|
31.6K
$793K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
6.76K+ 2.02% |
$361K - $420K
|
341K
$8.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.55KNew |
$350K - $407K
|
6.55K
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.45K+ 2.42% |
$345K - $401K
|
274K
$6.87M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6.45K+ 2.42% |
$345K - $401K
|
274K
$6.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.45K+ 3.39% |
$345K - $400K
|
197K
$4.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.35K+ 9.74% |
$340K - $394K
|
71.6K
$1.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.29K+ 18.49% |
$336K - $391K
|
40.3K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.09K+ 11.62% |
$326K - $378K
|
58.5K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.93K+ 58.84% |
$317K - $368K
|
16K
$402K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.69K+ 1.58% |
$304K - $353K
|
365K
$9.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5.56KNew |
$297K - $345K
|
5.56K
$140K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5.51K+ 8.04% |
$294K - $342K
|
74.1K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
5.25KNew |
$281K - $326K
|
5.25K
$132K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.25K+ 100.38% |
$281K - $326K
|
10.5K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.94KNew |
$264K - $307K
|
4.94K
$124K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.82KNew |
$258K - $300K
|
4.82K
$121K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.69KNew |
$251K - $291K
|
4.69K
$118K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.67K+ 49.34% |
$249K - $290K
|
14.1K
$355K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
4.66KNew |
$249K - $289K
|
4.66K
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.65KNew |
$249K - $289K
|
4.65K
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.64K+ 25.99% |
$248K - $288K
|
22.5K
$565K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4.58KNew |
$245K - $284K
|
4.58K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.57KNew |
$244K - $284K
|
4.57K
$115K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4.52KNew |
$242K - $281K
|
4.52K
$113K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.48KNew |
$240K - $278K
|
4.48K
$113K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.41K+ 11.4% |
$236K - $274K
|
43.1K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.32K+ 4.91% |
$231K - $268K
|
92.3K
$2.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.29K+ 9.76% |
$229K - $266K
|
48.2K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.23K+ 12.48% |
$226K - $263K
|
38.1K
$957K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.23KNew |
$226K - $262K
|
4.23K
$106K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.22K+ 2.89% |
$226K - $262K
|
151K
$3.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.18KNew |
$223K - $259K
|
4.18K
$105K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.08KNew |
$218K - $253K
|
4.08K
$102K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.04K+ 1257.32% |
$216K - $251K
|
4.36K
$109K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4KNew |
$214K - $248K
|
4K
$100K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.99KNew |
$214K - $248K
|
3.99K
$100K
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
3.98K+ 2.19% |
$213K - $247K
|
185K
$4.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
3.71K+ 2.32% |
$198K - $230K
|
163K
$4.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.6KNew |
$193K - $224K
|
3.6K
$90.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.59K+ 7644.68% |
$192K - $223K
|
3.64K
$91.4K
|