Purchases and Sales Made in Q4 2023 in Schwab Fundamental U S Large C (FNDX)

FNDX Quotes by TradingView

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 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
104
+ 15.14%
$5.56K - $6.46K
791 $19.8K
Feb 12, 2024 Q4 2023
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
104
New
$5.56K - $6.46K
104 $2.6K
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
104
+ 69.33%
$5.56K - $6.46K
254 $6.36K
Jan 31, 2024 Q4 2023
Litman Gregory Wealth Management LLC

BUY
 -
100
+ 2.37%
$5.35K - $6.21K
4.32K $108K
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
100
+ 25.0%
$5.35K - $6.21K
500 $12.5K
Jan 18, 2024 Q4 2023
Cutler Group LP

BUY
 -
100
+ 33.33%
$5.35K - $6.21K
400 $10K
Jan 24, 2024 Q4 2023
Arvest Investments, Inc.

Rogers, AR
BUY
 -
81
New
$4.33K - $5.03K
81 $2.03K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
77
+ 285.19%
$4.12K - $4.78K
104 $2.6K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
64
+ 1.03%
$3.42K - $3.98K
6.29K $157K
Jan 18, 2024 Q4 2023
Future Financial Wealth Managment LLC

BUY
 -
64
+ 0.26%
$3.42K - $3.98K
25K $626K
Jan 16, 2024 Q4 2023
Ulland Investment Advisors, LLC

BUY
 -
50
New
$2.67K - $3.11K
50 $1.25K
Feb 13, 2024 Q4 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
43
+ 0.54%
$2.3K - $2.67K
8.04K $201K
Feb 05, 2024 Q4 2023
Pillar Wealth Advisors, LLC

BUY
 -
41
+ 0.24%
$2.19K - $2.55K
17.3K $433K
Jan 31, 2024 Q4 2023
Lafayette Investments, Inc.

BUY
 -
39
+ 0.68%
$2.08K - $2.42K
5.76K $144K
Feb 14, 2024 Q4 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
34
New
$1.82K - $2.11K
34 $851
Feb 13, 2024 Q4 2023
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
33
New
$1.76K - $2.05K
33 $826
Feb 14, 2024 Q4 2023
Aufman Associates Inc

Sewickley, PA
BUY
 -
21
+ 0.55%
$1.12K - $1.3K
3.86K $96.5K
Jan 10, 2024 Q4 2023
Sugarloaf Wealth Management, LLC

BUY
 -
21
+ 0.53%
$1.12K - $1.3K
4K $100K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
20
+ 500.0%
$1.07K - $1.24K
24 $600
Jan 25, 2024 Q4 2023
Wespac Advisors, LLC

BUY
 -
17
+ 0.2%
$909 - $1.06K
8.68K $217K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
16
New
$855 - $994
16 $400
Jan 19, 2024 Q4 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
16
+ 13.56%
$855 - $994
134 $3.35K
Feb 06, 2024 Q4 2023
Connecticut Wealth Management, LLC

BUY
 -
15
+ 0.37%
$802 - $932
4.1K $103K
Jan 30, 2024 Q4 2023
Marino, Stram & Associates LLC

BUY
 -
11
+ 0.25%
$588 - $683
4.44K $111K
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
9
+ 0.54%
$481 - $559
1.69K $42.3K
Jan 25, 2024 Q4 2023
Schrum Private Wealth Management LLC

BUY
 -
8
+ 0.03%
$428 - $497
24.2K $606K
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
5
+ 0.58%
$267 - $311
874 $21.9K
Feb 14, 2024 Q4 2023
Index Fund Advisors, Inc.

BUY
 -
3
+ 0.07%
$160 - $186
4.06K $102K
Jan 12, 2024 Q4 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
3
+ 0.03%
$160 - $186
9.56K $239K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
2
+ 0.03%
$107 - $124
7.11K $178K
Jan 02, 2024 Q4 2023
M&R Capital Management Inc

BUY
 -
1
+ 0.35%
$53.5 - $62.1
283 $7.08K
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1
+ 0.35%
$53.5 - $62.1
284 $7.11K
Feb 09, 2024 Q4 2023
Citigroup Inc

BUY
 -
1
+ 0.07%
$53.5 - $62.1
1.34K $33.5K
Jan 16, 2024 Q4 2023
Lbmc Investment Advisors, LLC

BUY
 -
1
+ 0.0%
$53.5 - $62.1
22.9K $572K
Feb 14, 2024 Q4 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
1
+ 0.1%
$53.5 - $62.1
970 $24.3K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1
+ 0.2%
$53.5 - $62.1
497 $12.4K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 14, 2024 Q4 2023
Silicon Valley Capital Partners

BUY
 -
0
New
$0 - $0
0 $0
Jan 16, 2024 Q4 2023
Apcm Wealth Management For Individuals

BUY
 -
0
New
$0 - $0
0 $0
Jan 30, 2024 Q4 2023
Financial Strategies Group, Inc.

SELL
 -
-2
- -0.0%
$107 - $124
305K $7.63M
Jan 12, 2024 Q4 2023
Financial Management Professionals, Inc.

SELL
 -
-3
- 5.26%
$160 - $186
54 $1.35K
Jan 29, 2024 Q4 2023
Morris Financial Concepts, Inc.

SELL
 -
-9
- 0.15%
$481 - $559
6.01K $150K
Jan 12, 2024 Q4 2023
Empirical Asset Management, LLC

SELL
 -
-13
- 0.27%
$695 - $807
4.75K $119K
Jan 30, 2024 Q4 2023
Flputnam Investment Management CO

Portland, ME
SELL
 -
-19
- 0.32%
$1.02K - $1.18K
5.85K $146K
Feb 07, 2024 Q4 2023
Jnba Financial Advisors

SELL
 -
-19
- 2.34%
$1.02K - $1.18K
794 $19.9K
Feb 14, 2024 Q4 2023
Vital Stone Financial, LLC

Shavano Park, TX
SELL
 -
-25
- 0.2%
$1.34K - $1.55K
12.7K $317K
Jan 18, 2024 Q4 2023
Evanson Asset Management, LLC

SELL
 -
-37
- 0.42%
$1.98K - $2.3K
8.82K $221K
Jan 30, 2024 Q4 2023
Investors Research Corp

SELL
 -
-41
- 7.51%
$2.19K - $2.55K
505 $12.6K
Feb 05, 2024 Q4 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-52
- 0.98%
$2.78K - $3.23K
5.27K $132K

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