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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.52KNew |
$188K - $219K
|
3.52K
$88.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.52KNew |
$188K - $219K
|
3.52K
$88.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
3.49KNew |
$186K - $217K
|
3.49K
$87.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
3.48KNew |
$186K - $216K
|
3.48K
$87.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
3.43KNew |
$184K - $213K
|
3.43K
$86.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.39KNew |
$181K - $210K
|
3.39K
$85K
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
3.38KNew |
$181K - $210K
|
3.38K
$85K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.33KNew |
$178K - $207K
|
3.33K
$83.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.29K+ 39.19% |
$176K - $204K
|
11.7K
$293K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.28KNew |
$175K - $203K
|
3.28K
$82.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.26KNew |
$174K - $202K
|
3.26K
$81.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.18KNew |
$170K - $198K
|
3.18K
$79.8K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.13K+ 200.58% |
$167K - $194K
|
4.69K
$118K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.87K+ 52.2% |
$153K - $178K
|
8.37K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.72K+ 33.88% |
$145K - $169K
|
10.7K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.68KNew |
$143K - $167K
|
2.68K
$67.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.63K+ 15.82% |
$141K - $163K
|
19.3K
$483K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.53K+ 18.75% |
$135K - $157K
|
16K
$402K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.42K+ 3.05% |
$129K - $150K
|
81.8K
$2.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
2.27K+ 5.34% |
$121K - $141K
|
44.7K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.23K+ 7.49% |
$119K - $139K
|
32K
$804K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.21KNew |
$118K - $137K
|
2.21K
$55.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.1K+ 47.72% |
$112K - $130K
|
6.5K
$163K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2K+ 12.68% |
$107K - $124K
|
17.8K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.99KNew |
$106K - $123K
|
1.99K
$49.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.94K+ 2.64% |
$104K - $120K
|
75.5K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.88K+ 1.37% |
$100K - $117K
|
139K
$3.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.82K+ 33.11% |
$97K - $113K
|
7.3K
$183K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.76K+ 24.12% |
$94.1K - $109K
|
9.06K
$228K
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
1.59K+ 1.21% |
$84.9K - $98.6K
|
133K
$3.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 0.44% |
$81.7K - $94.9K
|
352K
$8.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.45K+ 2.44% |
$77.4K - $89.9K
|
60.7K
$1.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.43K+ 2.0% |
$76.4K - $88.8K
|
73K
$1.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.42KNew |
$75.9K - $88.2K
|
1.42K
$35.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.35K+ 11.94% |
$72.4K - $84.1K
|
12.7K
$319K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
1.32K+ 0.63% |
$70.5K - $81.9K
|
212K
$5.33M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.31KNew |
$70.1K - $81.5K
|
1.31K
$32.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.3KNew |
$69.2K - $80.4K
|
1.3K
$32.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.28K+ 0.31% |
$68.5K - $79.6K
|
421K
$10.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.23K+ 23.43% |
$65.6K - $76.3K
|
6.47K
$162K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.21KNew |
$64.9K - $75.4K
|
1.21K
$30.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.18K+ 3.02% |
$62.8K - $73K
|
40.1K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 7.94% |
$59.9K - $69.6K
|
15.2K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.11K+ 10.25% |
$59.2K - $68.8K
|
11.9K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.07K+ 2.97% |
$57.1K - $66.3K
|
37K
$929K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1K+ 11.0% |
$53.7K - $62.4K
|
10.1K
$254K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1KNew |
$53.6K - $62.2K
|
1K
$25.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
963+ 24.89% |
$51.5K - $59.8K
|
4.83K
$121K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
948New |
$50.7K - $58.9K
|
948
$23.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
905+ 90500.0% |
$48.4K - $56.2K
|
906
$22.7K
|