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 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37.9KNew |
$890K - $2.72M
|
37.9K
$927K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
37.8K+ 200.0% |
$887K - $2.71M
|
56.7K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
37.3K+ 209.69% |
$875K - $2.67M
|
55K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
37.1K+ 255.62% |
$871K - $2.66M
|
51.6K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
37K+ 233.35% |
$868K - $2.65M
|
52.8K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
36.4K+ 220.2% |
$855K - $2.61M
|
52.9K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
36.1K+ 176.54% |
$847K - $2.59M
|
56.5K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
36K+ 189.08% |
$845K - $2.58M
|
55K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35.8K+ 183.18% |
$842K - $2.57M
|
55.4K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
35.4K+ 174.44% |
$833K - $2.54M
|
55.8K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
35.1K+ 201.41% |
$826K - $2.52M
|
52.6K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
34.6K+ 282.9% |
$813K - $2.48M
|
46.8K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
34.2K+ 200.0% |
$803K - $2.45M
|
51.3K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
33K+ 195.94% |
$775K - $2.37M
|
49.8K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
33KNew |
$774K - $2.37M
|
33K
$806K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
32.8K+ 92.5% |
$772K - $2.36M
|
68.4K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
32.4K+ 385.93% |
$760K - $2.32M
|
40.8K
$996K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
31.6K+ 174.06% |
$743K - $2.27M
|
49.8K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
31.5K+ 192.51% |
$739K - $2.26M
|
47.8K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
30.4K+ 201.95% |
$715K - $2.18M
|
45.5K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
30.4KNew |
$713K - $2.18M
|
30.4K
$742K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
30K+ 50.12% |
$705K - $2.15M
|
89.9K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
29K+ 219.46% |
$681K - $2.08M
|
42.2K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28.7K+ 179.66% |
$674K - $2.06M
|
44.6K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
27.8K+ 315.55% |
$652K - $1.99M
|
36.6K
$894K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
27.1K+ 226.25% |
$638K - $1.95M
|
39.1K
$957K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
26.8KNew |
$630K - $1.93M
|
26.8K
$656K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
26.4KNew |
$619K - $1.89M
|
26.4K
$645K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
26.3K+ 202.71% |
$617K - $1.89M
|
39.2K
$959K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.8K+ 200.98% |
$605K - $1.85M
|
38.6K
$944K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
25.6KNew |
$601K - $1.84M
|
25.6K
$626K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
25.6K+ 52.78% |
$601K - $1.84M
|
74K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
25.4K+ 293.79% |
$597K - $1.82M
|
34K
$832K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
24.3K+ 197.54% |
$572K - $1.75M
|
36.7K
$897K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
24.3K+ 274.38% |
$570K - $1.74M
|
33.1K
$810K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
23.9K+ 200.32% |
$561K - $1.72M
|
35.8K
$876K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
23.9KNew |
$561K - $1.71M
|
23.9K
$583K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
23.8K+ 205.81% |
$559K - $1.71M
|
35.4K
$865K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
23.7K+ 200.01% |
$557K - $1.7M
|
35.6K
$870K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
23.6K+ 201.42% |
$554K - $1.69M
|
35.3K
$863K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
23.5K+ 152.2% |
$553K - $1.69M
|
39K
$954K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
23.5K+ 197.32% |
$552K - $1.69M
|
35.4K
$866K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.5K+ 241.88% |
$551K - $1.68M
|
33.1K
$810K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
23.4K+ 197.66% |
$549K - $1.68M
|
35.2K
$860K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
23K+ 231.8% |
$541K - $1.65M
|
33K
$806K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
22.4K+ 200.0% |
$527K - $1.61M
|
33.6K
$823K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
22.2K+ 160.71% |
$521K - $1.59M
|
36K
$880K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.3KNew |
$501K - $1.53M
|
21.3K
$521K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
21.2K+ 193.17% |
$499K - $1.52M
|
32.2K
$788K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
20.6K+ 200.03% |
$485K - $1.48M
|
30.9K
$757K
|