Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
263M+ 200.98% |
$6.17B - $18.8B
|
393M
$9.61B
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
6.19M+ 212.33% |
$145M - $444M
|
9.11M
$223M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.99M+ 201.09% |
$93.8M - $287M
|
5.98M
$146M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
3.01M+ 200.85% |
$70.8M - $216M
|
4.51M
$110M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.5M+ 205.3% |
$58.8M - $180M
|
3.72M
$91M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.25MNew |
$53M - $162M
|
2.25M
$55.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.81M+ 201.4% |
$42.5M - $130M
|
2.71M
$66.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.68M+ 213.13% |
$39.6M - $121M
|
2.47M
$60.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.66M+ 199.5% |
$39M - $119M
|
2.49M
$61M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.41M+ 209.53% |
$33.2M - $101M
|
2.09M
$51M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.4M+ 204.2% |
$32.9M - $100M
|
2.08M
$51M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.38M+ 199.87% |
$32.5M - $99.3M
|
2.08M
$50.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
1.34M+ 199.5% |
$31.4M - $95.9M
|
2.01M
$49M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.28M+ 267.21% |
$30.1M - $92M
|
1.76M
$43.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02M+ 198.65% |
$24.1M - $73.5M
|
1.54M
$37.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
956K+ 162.55% |
$22.5M - $68.6M
|
1.54M
$37.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
954K+ 217.57% |
$22.4M - $68.5M
|
1.39M
$34M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
936K+ 205.49% |
$22M - $67.2M
|
1.39M
$34M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
929K+ 210.61% |
$21.8M - $66.7M
|
1.37M
$33.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
811K+ 201.13% |
$19M - $58.2M
|
1.21M
$29.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
774K+ 124.09% |
$18.2M - $55.5M
|
1.4M
$34.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
741K+ 191.28% |
$17.4M - $53.2M
|
1.13M
$27.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
707K+ 151.31% |
$16.6M - $50.7M
|
1.17M
$28.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
699K+ 202.59% |
$16.4M - $50.2M
|
1.04M
$25.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
669K+ 201.16% |
$15.7M - $48M
|
1M
$24.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
647K+ 324.71% |
$15.2M - $46.5M
|
847K
$20.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
644K+ 213.77% |
$15.1M - $46.2M
|
945K
$23.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
633K+ 216.01% |
$14.9M - $45.4M
|
926K
$22.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
554KNew |
$13M - $39.8M
|
554K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
514K+ 190.28% |
$12.1M - $36.9M
|
784K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
506K+ 240.76% |
$11.9M - $36.3M
|
716K
$17.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
502K+ 189.82% |
$11.8M - $36M
|
767K
$18.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
485K+ 199.39% |
$11.4M - $34.8M
|
729K
$17.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
481K+ 197.74% |
$11.3M - $34.5M
|
724K
$17.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
481KNew |
$11.3M - $34.5M
|
481K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
465K+ 242.25% |
$10.9M - $33.4M
|
657K
$16.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
428KNew |
$10.1M - $30.7M
|
428K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
427K+ 192.02% |
$10M - $30.6M
|
649K
$15.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
410K+ 201.32% |
$9.63M - $29.4M
|
614K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
409K+ 205.71% |
$9.6M - $29.3M
|
608K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
400K+ 205.65% |
$9.39M - $28.7M
|
594K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
386K+ 203.75% |
$9.06M - $27.7M
|
575K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
374K+ 256.37% |
$8.78M - $26.8M
|
520K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
325K+ 189.35% |
$7.64M - $23.3M
|
497K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
324K+ 199.25% |
$7.61M - $23.3M
|
487K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
298K+ 205.97% |
$6.99M - $21.4M
|
442K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
297K+ 199.54% |
$6.99M - $21.3M
|
446K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
291K+ 203.56% |
$6.84M - $20.9M
|
434K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
288K+ 197.35% |
$6.76M - $20.6M
|
433K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
281K+ 214.55% |
$6.59M - $20.1M
|
411K
$10.1M
|