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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
271K+ 196.31% |
$6.36M - $19.4M
|
408K
$9.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
266KNew |
$6.26M - $19.1M
|
266K
$6.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
262K+ 192.63% |
$6.15M - $18.8M
|
397K
$9.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
257K+ 197.49% |
$6.04M - $18.5M
|
387K
$9.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
253K+ 177.15% |
$5.95M - $18.2M
|
396K
$9.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
251K+ 129.42% |
$5.91M - $18M
|
446K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
250K+ 187.06% |
$5.87M - $17.9M
|
383K
$9.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
247K+ 211.35% |
$5.79M - $17.7M
|
363K
$8.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
243K+ 197.95% |
$5.72M - $17.5M
|
366K
$8.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
240K+ 228.59% |
$5.64M - $17.2M
|
345K
$8.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
238K+ 217.76% |
$5.6M - $17.1M
|
348K
$8.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
232K+ 205.67% |
$5.45M - $16.7M
|
345K
$8.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
230K+ 276.86% |
$5.41M - $16.5M
|
314K
$7.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
230K+ 211.21% |
$5.4M - $16.5M
|
339K
$8.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
211K+ 245.11% |
$4.96M - $15.2M
|
298K
$7.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
206K+ 236.36% |
$4.83M - $14.8M
|
293K
$7.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200K+ 221.99% |
$4.71M - $14.4M
|
291K
$7.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
198K+ 196.88% |
$4.64M - $14.2M
|
298K
$7.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
192K+ 190.79% |
$4.52M - $13.8M
|
293K
$7.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
190K+ 202.29% |
$4.46M - $13.6M
|
284K
$6.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
188K+ 170.33% |
$4.42M - $13.5M
|
299K
$7.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
184K+ 197.21% |
$4.32M - $13.2M
|
277K
$6.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
177K+ 204.47% |
$4.15M - $12.7M
|
263K
$6.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
174K+ 182.62% |
$4.1M - $12.5M
|
270K
$6.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
174K+ 200.0% |
$4.08M - $12.5M
|
260K
$6.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
167K+ 240.97% |
$3.93M - $12M
|
237K
$5.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
158K+ 571.11% |
$3.72M - $11.4M
|
186K
$4.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
157K+ 196.27% |
$3.69M - $11.3M
|
237K
$5.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
155K+ 230.18% |
$3.65M - $11.1M
|
223K
$5.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
149K+ 375.03% |
$3.51M - $10.7M
|
189K
$4.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
143K+ 193.73% |
$3.37M - $10.3M
|
217K
$5.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
138K+ 206.82% |
$3.25M - $9.93M
|
205K
$5.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
133K+ 250.61% |
$3.13M - $9.55M
|
186K
$4.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
131K+ 200.58% |
$3.08M - $9.42M
|
197K
$4.81M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
131K+ 194.26% |
$3.07M - $9.38M
|
198K
$4.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
127K+ 193.36% |
$2.98M - $9.1M
|
192K
$4.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
125K+ 216.13% |
$2.94M - $8.99M
|
183K
$4.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
118K+ 172.87% |
$2.77M - $8.45M
|
186K
$4.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
111KNew |
$2.61M - $7.96M
|
111K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
109K+ 200.1% |
$2.55M - $7.8M
|
163K
$3.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
104K+ 195.86% |
$2.44M - $7.45M
|
157K
$3.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
103K+ 220.59% |
$2.42M - $7.39M
|
150K
$3.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
99.5KNew |
$2.34M - $7.14M
|
99.5K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
97.9KNew |
$2.3M - $7.03M
|
97.9K
$2.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
97.5KNew |
$2.29M - $7M
|
97.5K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
97.1K+ 229.71% |
$2.28M - $6.97M
|
139K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
95.2KNew |
$2.24M - $6.83M
|
95.2K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
94.2KNew |
$2.21M - $6.76M
|
94.2K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
93.1K+ 237.17% |
$2.19M - $6.68M
|
132K
$3.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
90K+ 2488.83% |
$2.11M - $6.46M
|
93.6K
$2.29M
|