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 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
20.6K+ 200.03% |
$485K - $1.48M
|
30.9K
$757K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.6K+ 204.14% |
$483K - $1.48M
|
30.6K
$749K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
20.6K+ 6.47% |
$483K - $1.48M
|
338K
$8.27M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
20.3K+ 419.42% |
$477K - $1.46M
|
25.1K
$615K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
19.7KNew |
$462K - $1.41M
|
19.7K
$481K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
19.4K+ 311.9% |
$457K - $1.4M
|
25.7K
$628K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
19.4K+ 280.54% |
$456K - $1.39M
|
26.3K
$643K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
19.1K+ 201.17% |
$449K - $1.37M
|
28.6K
$699K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
18.9K+ 205.81% |
$445K - $1.36M
|
28.1K
$688K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.9K+ 257.12% |
$443K - $1.35M
|
26.2K
$641K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
18.7K+ 265.05% |
$439K - $1.34M
|
25.8K
$630K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
18.4K+ 200.0% |
$432K - $1.32M
|
27.6K
$675K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.1KNew |
$425K - $1.3M
|
18.1K
$442K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
18K+ 221.76% |
$424K - $1.29M
|
26.2K
$640K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
17.8KNew |
$418K - $1.28M
|
17.8K
$435K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
17.6K+ 199.97% |
$414K - $1.27M
|
26.4K
$647K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17.6K+ 211.71% |
$413K - $1.26M
|
25.9K
$633K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
17.5K+ 179.52% |
$410K - $1.25M
|
27.2K
$665K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.5KNew |
$410K - $1.25M
|
17.5K
$427K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
16.9K+ 198.39% |
$397K - $1.21M
|
25.4K
$622K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16.8K+ 276.67% |
$396K - $1.21M
|
22.9K
$561K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16.7K+ 198.31% |
$393K - $1.2M
|
25.2K
$616K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.5K+ 183.6% |
$387K - $1.18M
|
25.4K
$622K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
16.4K+ 201.41% |
$385K - $1.18M
|
24.5K
$599K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.2K+ 202.73% |
$380K - $1.16M
|
24.2K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16KNew |
$376K - $1.15M
|
16K
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
15.6K+ 271.6% |
$367K - $1.12M
|
21.4K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15.4K+ 210.88% |
$362K - $1.1M
|
22.7K
$555K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.2K+ 369.15% |
$358K - $1.09M
|
19.4K
$474K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
14.6KNew |
$343K - $1.05M
|
14.6K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
14.3K+ 180.26% |
$335K - $1.02M
|
22.2K
$542K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14K+ 190.13% |
$329K - $1M
|
21.3K
$522K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
13.9K+ 195.05% |
$327K - $999K
|
21.1K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
13.8K+ 314.7% |
$324K - $989K
|
18.2K
$444K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
13.2KNew |
$309K - $944K
|
13.2K
$322K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.1K+ 202.69% |
$308K - $940K
|
19.6K
$478K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
13KNew |
$306K - $936K
|
13K
$319K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13KNew |
$306K - $935K
|
13K
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
13K+ 200.0% |
$306K - $935K
|
19.5K
$478K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.9K+ 197.46% |
$303K - $925K
|
19.4K
$475K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
12.7K+ 200.0% |
$299K - $913K
|
19.1K
$467K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
12.7K+ 200.0% |
$298K - $909K
|
19K
$465K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.2K+ 193.52% |
$288K - $879K
|
18.6K
$454K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11.7K+ 193.61% |
$276K - $842K
|
17.8K
$435K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
11.6K+ 185.85% |
$272K - $830K
|
17.8K
$435K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
11.4K+ 198.78% |
$268K - $820K
|
17.2K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
11.2K+ 200.0% |
$263K - $805K
|
16.8K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11.1K+ 239.61% |
$260K - $795K
|
15.7K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11K+ 200.0% |
$259K - $791K
|
16.5K
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.6KNew |
$248K - $759K
|
10.6K
$259K
|