Purchases and Sales Made in Q4 2024 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 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
Jan 31, 2025 Q4 2024
Key F Inancial Inc

BUY
 -
500
+ 200.0%
$11.7K - $35.9K
750 $17.8K
Feb 13, 2025 Q4 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
482
+ 4.49%
$11.3K - $34.6K
11.2K $266K
Feb 13, 2025 Q4 2024
Main Management LLC

San Francisco, CA
BUY
 -
480
+ 200.0%
$11.3K - $34.4K
720 $17K
Jan 29, 2025 Q4 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
466
+ 200.0%
$10.9K - $33.4K
699 $16.6K
Feb 13, 2025 Q4 2024
Bridge Generations Wealth Management LLC

South Miami, FL
BUY
 -
431
New
$10.1K - $30.9K
431 $10.2K
Feb 04, 2025 Q4 2024
Capital Advisors, Ltd. LLC

BUY
 -
430
+ 200.0%
$10.1K - $30.9K
645 $15.3K
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
414
+ 200.0%
$9.72K - $29.7K
621 $14.7K
Feb 05, 2025 Q4 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
413
New
$9.7K - $29.6K
413 $9.78K
Jan 21, 2025 Q4 2024
Pflug Koory, LLC

BUY
 -
400
+ 200.0%
$9.4K - $28.7K
600 $14.2K
Jan 23, 2025 Q4 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
358
+ 200.0%
$8.41K - $25.7K
537 $12.7K
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
316
+ 200.0%
$7.42K - $22.7K
474 $11.2K
Feb 11, 2025 Q4 2024
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
312
New
$7.33K - $22.4K
312 $7.39K
Jan 30, 2025 Q4 2024
Csenge Advisory Group

BUY
 -
307
+ 3.51%
$7.21K - $22K
9.06K $214K
Feb 14, 2025 Q4 2024
Accredited Wealth Management, LLC

Louisville, KY
BUY
 -
300
New
$7.05K - $21.5K
300 $7.1K
Feb 03, 2025 Q4 2024
Element Wealth, LLC

BUY
 -
258
+ 200.0%
$6.06K - $18.5K
387 $9.16K
Feb 11, 2025 Q4 2024
Heritage Wealth Advisors

BUY
 -
250
+ 200.0%
$5.87K - $17.9K
375 $8.88K
Jan 24, 2025 Q4 2024
Central Trust CO

Jefferson City, MO
BUY
 -
234
+ 200.0%
$5.5K - $16.8K
351 $8.31K
Jan 23, 2025 Q4 2024
Hamilton Point Investment Advisors, LLC

BUY
 -
232
+ 200.0%
$5.45K - $16.7K
348 $8.24K
Feb 07, 2025 Q4 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
228
+ 200.0%
$5.36K - $16.4K
342 $8.1K
Feb 05, 2025 Q4 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
211
+ 200.95%
$4.96K - $15.1K
316 $7.48K
Feb 13, 2025 Q4 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
204
+ 200.0%
$4.79K - $14.6K
306 $7.25K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
200
+ 200.0%
$4.7K - $14.4K
300 $7.1K
Feb 07, 2025 Q4 2024
Hexagon Capital Partners LLC

BUY
 -
194
+ 200.0%
$4.56K - $13.9K
291 $6.89K
Feb 07, 2025 Q4 2024
Hollencrest Capital Management

BUY
 -
190
+ 200.0%
$4.46K - $13.6K
285 $6.75K
Feb 12, 2025 Q4 2024
Delta Asset Management LLC

Memphis, TN
BUY
 -
180
+ 200.0%
$4.23K - $12.9K
270 $6.39K
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
168
New
$3.95K - $12.1K
168 $3.98K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
168
+ 0.1%
$3.95K - $12.1K
170K $4.02M
Feb 14, 2025 Q4 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
168
+ 200.0%
$3.95K - $12.1K
252 $5.97K
Feb 07, 2025 Q4 2024
United Community Bank

Greenville, SC
BUY
 -
156
New
$3.66K - $11.2K
156 $3.69K
Feb 14, 2025 Q4 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
140
+ 200.0%
$3.29K - $10K
210 $4.97K
Feb 04, 2025 Q4 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
126
+ 200.0%
$2.96K - $9.04K
189 $4.48K
Jan 28, 2025 Q4 2024
Farmers & Merchants Investments Inc

BUY
 -
126
+ 200.0%
$2.96K - $9.04K
189 $4.48K
Feb 11, 2025 Q4 2024
Graney & King, LLC

Latham, NY
BUY
 -
119
New
$2.8K - $8.54K
119 $2.82K
Jan 13, 2025 Q4 2024
Psi Advisors, LLC

BUY
 -
118
+ 200.0%
$2.77K - $8.47K
177 $4.19K
Feb 14, 2025 Q4 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
108
+ 200.0%
$2.54K - $7.75K
162 $3.84K
Feb 07, 2025 Q4 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
108
+ 200.0%
$2.54K - $7.75K
162 $3.84K
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
96
+ 200.0%
$2.26K - $6.89K
144 $3.41K
Jan 27, 2025 Q4 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
92
+ 200.0%
$2.16K - $6.6K
138 $3.27K
Jan 15, 2025 Q4 2024
Financial Management Professionals, Inc.

BUY
 -
88
+ 162.96%
$2.07K - $6.32K
142 $3.36K
Feb 12, 2025 Q4 2024
Nbz Investment Advisors LLC

Knoxville, TN
BUY
 -
87
New
$2.04K - $6.24K
87 $2.06K
Feb 13, 2025 Q4 2024
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
86
New
$2.02K - $6.17K
86 $2.04K
Jan 29, 2025 Q4 2024
Avion Wealth

The Woodlands, TX
BUY
 -
78
+ 200.0%
$1.83K - $5.6K
117 $2.77K
Feb 12, 2025 Q4 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
76
+ 200.0%
$1.79K - $5.45K
114 $2.7K
Mar 06, 2025 Q4 2024
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
75
New
$1.76K - $5.38K
75 $1.78K
Jan 29, 2025 Q4 2024
Keener Financial Planning LLC

Keller, TX
BUY
 -
72
New
$1.69K - $5.17K
72 $1.7K
Feb 14, 2025 Q4 2024
Fsa Wealth Management LLC

Needham, MA
BUY
 -
67
+ 136.73%
$1.57K - $4.81K
116 $2.75K
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
64
+ 206.45%
$1.5K - $4.59K
95 $2.25K
Feb 14, 2025 Q4 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
62
+ 193.75%
$1.46K - $4.45K
94 $2.23K
Feb 05, 2025 Q4 2024
Parkside Financial Bank & Trust

BUY
 -
51
New
$1.2K - $3.66K
51 $1.21K

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