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 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.68K- 2.25% |
$517K - $601K
|
421K
$10.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-9.74K- 5.37% |
$521K - $605K
|
172K
$4.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-9.75K- 21.71% |
$521K - $606K
|
35.2K
$880K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.6K- 76.34% |
$620K - $721K
|
3.6K
$90K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-12.4K- 2.04% |
$662K - $769K
|
596K
$14.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.4K- 62.92% |
$665K - $772K
|
7.33K
$183K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-14.3K- 80.88% |
$763K - $886K
|
3.37K
$84.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-20.8K- 6.55% |
$1.11M - $1.29M
|
297K
$7.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.6K- 10.78% |
$1.31M - $1.53M
|
203K
$5.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-33K- 31.58% |
$1.76M - $2.05M
|
71.5K
$1.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-39.8K- 50.03% |
$2.13M - $2.47M
|
39.8K
$995K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.3K- 7.35% |
$2.64M - $3.06M
|
622K
$15.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-92.3K- 25.3% |
$4.94M - $5.73M
|
273K
$6.82M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-212K- 17.62% |
$11.3M - $13.2M
|
991K
$24.8M
|