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 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
898+ 1.06% |
$48K - $55.8K
|
85.8K
$2.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
863+ 18.3% |
$46.1K - $53.6K
|
5.58K
$140K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
799+ 13.98% |
$42.7K - $49.6K
|
6.52K
$163K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
761+ 1.16% |
$40.7K - $47.3K
|
66.6K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
745+ 0.45% |
$39.8K - $46.3K
|
166K
$4.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
713New |
$38.1K - $44.3K
|
713
$17.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
611+ 31.32% |
$32.7K - $37.9K
|
2.56K
$64.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
602+ 11.77% |
$32.2K - $37.4K
|
5.72K
$143K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
589New |
$31.5K - $36.6K
|
589
$14.7K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
584New |
$31.2K - $36.3K
|
584
$14.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
577+ 221.07% |
$30.8K - $35.8K
|
838
$21K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
570+ 3.53% |
$30.5K - $35.4K
|
16.7K
$418K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
569+ 2.23% |
$30.4K - $35.3K
|
26.1K
$653K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
568+ 9.49% |
$30.4K - $35.3K
|
6.55K
$164K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
567+ 1.26% |
$30.3K - $35.2K
|
45.6K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
561+ 0.22% |
$30K - $34.8K
|
254K
$6.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
554+ 2.13% |
$29.6K - $34.4K
|
26.5K
$663K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
553+ 10.35% |
$29.6K - $34.3K
|
5.89K
$147K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
547+ 7.16% |
$29.2K - $34K
|
8.19K
$205K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
545+ 2.92% |
$29.1K - $33.8K
|
19.2K
$481K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
537+ 8.81% |
$28.7K - $33.4K
|
6.63K
$166K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
513+ 5.98% |
$27.4K - $31.9K
|
9.1K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
501+ 7.06% |
$26.8K - $31.1K
|
7.6K
$190K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
467+ 4.14% |
$25K - $29K
|
11.7K
$294K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
448+ 6.69% |
$24K - $27.8K
|
7.14K
$179K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
446New |
$23.8K - $27.7K
|
446
$11.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
399New |
$21.3K - $24.8K
|
399
$9.98K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
388+ 262.16% |
$20.7K - $24.1K
|
536
$13.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
350+ 6.52% |
$18.7K - $21.7K
|
5.72K
$143K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
345New |
$18.4K - $21.4K
|
345
$8.63K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
303New |
$16.2K - $18.8K
|
303
$7.58K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
293+ 1.35% |
$15.7K - $18.2K
|
22K
$550K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
282+ 3.81% |
$15.1K - $17.5K
|
7.69K
$192K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
271+ 9.33% |
$14.5K - $16.8K
|
3.18K
$79.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
265+ 1.38% |
$14.2K - $16.5K
|
19.5K
$488K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
260+ 1.18% |
$13.9K - $16.1K
|
22.2K
$555K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
245+ 11.38% |
$13.1K - $15.2K
|
2.4K
$60K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
241+ 3.06% |
$12.9K - $15K
|
8.11K
$203K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
232New |
$12.4K - $14.4K
|
232
$5.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
232New |
$12.4K - $14.4K
|
232
$5.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
184+ 0.96% |
$9.84K - $11.4K
|
19.3K
$482K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
176+ 0.59% |
$9.41K - $10.9K
|
29.8K
$745K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
168+ 12.54% |
$8.98K - $10.4K
|
1.51K
$37.7K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
158New |
$8.45K - $9.81K
|
158
$3.95K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
140+ 7.05% |
$7.48K - $8.7K
|
2.13K
$53.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
134New |
$7.16K - $8.32K
|
134
$3.35K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
125New |
$6.68K - $7.76K
|
125
$3.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
125New |
$6.68K - $7.76K
|
125
$3.13K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
117+ 0.5% |
$6.25K - $7.27K
|
23.6K
$590K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
116New |
$6.2K - $7.2K
|
116
$2.9K
|