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 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
20.6K+ 6.47% |
$483K - $1.48M
|
338K
$8.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
20.3K+ 419.42% |
$477K - $1.46M
|
25.1K
$595K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.2K+ 173.25% |
$476K - $1.45M
|
31.9K
$756K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
20K+ 201.42% |
$471K - $1.44M
|
30K
$710K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.9K+ 64.11% |
$468K - $1.43M
|
51K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
19.7KNew |
$462K - $1.41M
|
19.7K
$466K
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
19.6KNew |
$461K - $1.41M
|
19.6K
$464K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
19.4K+ 311.9% |
$457K - $1.4M
|
25.7K
$608K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
19.4K+ 280.54% |
$456K - $1.39M
|
26.3K
$623K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19.1K+ 253.07% |
$450K - $1.37M
|
26.7K
$632K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
19.1K+ 201.17% |
$449K - $1.37M
|
28.6K
$677K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
18.9K+ 205.81% |
$445K - $1.36M
|
28.1K
$667K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.9K+ 257.12% |
$443K - $1.35M
|
26.2K
$621K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
18.7K+ 265.05% |
$439K - $1.34M
|
25.8K
$610K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
18.4KNew |
$432K - $1.32M
|
18.4K
$436K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
18.4K+ 200.0% |
$432K - $1.32M
|
27.6K
$654K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
18.1K+ 214.23% |
$426K - $1.3M
|
26.6K
$630K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.1KNew |
$425K - $1.3M
|
18.1K
$429K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
18K+ 221.76% |
$424K - $1.29M
|
26.2K
$620K
|
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
18KNew |
$423K - $1.29M
|
18K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
17.8KNew |
$418K - $1.28M
|
17.8K
$421K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
17.6K+ 199.97% |
$414K - $1.27M
|
26.4K
$626K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17.6K+ 211.71% |
$413K - $1.26M
|
25.9K
$613K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
17.5KNew |
$412K - $1.26M
|
17.5K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
17.5K+ 179.52% |
$410K - $1.25M
|
27.2K
$644K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.5KNew |
$410K - $1.25M
|
17.5K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
17.3K+ 240.78% |
$405K - $1.24M
|
24.4K
$578K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
17.1K+ 263.12% |
$401K - $1.23M
|
23.6K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
17K+ 217.58% |
$400K - $1.22M
|
24.9K
$589K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
16.9K+ 198.39% |
$397K - $1.21M
|
25.4K
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
16.9K+ 199.99% |
$397K - $1.21M
|
25.4K
$601K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16.8K+ 276.67% |
$396K - $1.21M
|
22.9K
$543K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16.7K+ 198.31% |
$393K - $1.2M
|
25.2K
$597K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.5K+ 183.6% |
$387K - $1.18M
|
25.4K
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.4K+ 201.4% |
$385K - $1.18M
|
24.5K
$581K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
16.4K+ 201.41% |
$385K - $1.18M
|
24.5K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
16.4KNew |
$384K - $1.17M
|
16.4K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
16.2KNew |
$381K - $1.17M
|
16.2K
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.2K+ 202.73% |
$380K - $1.16M
|
24.2K
$572K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16KNew |
$376K - $1.15M
|
16K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.9K+ 223.93% |
$374K - $1.14M
|
23K
$545K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
15.6K+ 271.6% |
$367K - $1.12M
|
21.4K
$507K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.5K+ 352.48% |
$364K - $1.11M
|
19.9K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15.4K+ 210.88% |
$362K - $1.1M
|
22.7K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.3KNew |
$360K - $1.1M
|
15.3K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.3KNew |
$359K - $1.1M
|
15.3K
$362K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.2K+ 369.15% |
$358K - $1.09M
|
19.4K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.2K+ 205.16% |
$357K - $1.09M
|
22.6K
$535K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
15.1K+ 210.66% |
$355K - $1.08M
|
22.3K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.7K+ 245.86% |
$346K - $1.06M
|
20.7K
$490K
|