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 02, 2025 Q4 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
1.16K
+ 201.04%
$27.2K - $83K
1.73K $42.3K
Jan 30, 2025 Q4 2024
Washington Trust CO

BUY
 -
1.12K
+ 822.06%
$26.3K - $80.2K
1.25K $30.7K
Jan 14, 2025 Q4 2024
Pinnacle Bancorp, Inc.

BUY
 -
1.09K
+ 700.64%
$25.7K - $78.4K
1.25K $30.5K
Feb 10, 2025 Q4 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
993
+ 200.2%
$23.3K - $71.3K
1.49K $36.4K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
969
New
$22.8K - $69.5K
969 $23.7K
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
969
New
$22.8K - $69.5K
969 $23.7K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
942
+ 2190.7%
$22.1K - $67.6K
985 $24.1K
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
902
+ 200.0%
$21.2K - $64.7K
1.35K $33.1K
Feb 04, 2025 Q4 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
895
+ 201.12%
$21K - $64.2K
1.34K $32.8K
Jan 17, 2025 Q4 2024
Adirondack Trust CO

BUY
 -
770
+ 200.0%
$18.1K - $55.3K
1.16K $28.2K
Feb 07, 2025 Q4 2024
Investors Research Corp

BUY
 -
678
+ 200.0%
$15.9K - $48.7K
1.02K $24.9K
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
674
+ 200.0%
$15.8K - $48.4K
1.01K $24.7K
Jan 31, 2025 Q4 2024
Human Investing LLC

BUY
 -
648
New
$15.2K - $46.5K
648 $15.8K
Jan 08, 2025 Q4 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
572
+ 200.7%
$13.4K - $41.1K
857 $21K
Jan 30, 2025 Q4 2024
Salomon & Ludwin, LLC

BUY
 -
563
+ 305.98%
$13.2K - $40.4K
747 $18.3K
Jan 28, 2025 Q4 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
557
+ 277.11%
$13.1K - $40K
758 $18.5K
Jan 24, 2025 Q4 2024
Kathleen S. Wright Associates Inc.

BUY
 -
548
+ 200.0%
$12.9K - $39.3K
822 $20.1K
Feb 05, 2025 Q4 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
530
+ 200.0%
$12.4K - $38K
795 $19.4K
Jan 29, 2025 Q4 2024
Bristlecone Advisors, LLC

BUY
 -
526
+ 201.53%
$12.4K - $37.8K
787 $19.2K
Jan 31, 2025 Q4 2024
Key F Inancial Inc

BUY
 -
500
+ 200.0%
$11.7K - $35.9K
750 $18.3K
Jan 29, 2025 Q4 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
466
+ 200.0%
$10.9K - $33.4K
699 $17.1K
Feb 04, 2025 Q4 2024
Capital Advisors, Ltd. LLC

BUY
 -
430
+ 200.0%
$10.1K - $30.9K
645 $15.8K
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
414
+ 200.0%
$9.72K - $29.7K
621 $15.2K
Feb 05, 2025 Q4 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
413
New
$9.7K - $29.6K
413 $10.1K
Jan 21, 2025 Q4 2024
Pflug Koory, LLC

BUY
 -
400
+ 200.0%
$9.4K - $28.7K
600 $14.7K
Jan 23, 2025 Q4 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
358
+ 200.0%
$8.41K - $25.7K
537 $13.1K
Jan 30, 2025 Q4 2024
Beacon Capital Management, LLC

BUY
 -
326
+ 200.0%
$7.66K - $23.4K
489 $12K
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
316
+ 200.0%
$7.42K - $22.7K
474 $11.6K
Jan 30, 2025 Q4 2024
Csenge Advisory Group

BUY
 -
307
+ 3.51%
$7.21K - $22K
9.06K $221K
Feb 03, 2025 Q4 2024
Element Wealth, LLC

BUY
 -
258
+ 200.0%
$6.06K - $18.5K
387 $9.46K
Jan 24, 2025 Q4 2024
Central Trust CO

Jefferson City, MO
BUY
 -
234
+ 200.0%
$5.5K - $16.8K
351 $8.58K
Jan 23, 2025 Q4 2024
Hamilton Point Investment Advisors, LLC

BUY
 -
232
+ 200.0%
$5.45K - $16.7K
348 $8.51K
Feb 07, 2025 Q4 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
228
+ 200.0%
$5.36K - $16.4K
342 $8.36K
Feb 05, 2025 Q4 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
211
+ 200.95%
$4.96K - $15.1K
316 $7.73K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
200
+ 200.0%
$4.7K - $14.4K
300 $7.34K
Feb 07, 2025 Q4 2024
Hexagon Capital Partners LLC

BUY
 -
194
+ 200.0%
$4.56K - $13.9K
291 $7.11K
Feb 07, 2025 Q4 2024
Hollencrest Capital Management

BUY
 -
190
+ 200.0%
$4.46K - $13.6K
285 $6.97K
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
168
New
$3.95K - $12.1K
168 $4.11K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
168
+ 0.1%
$3.95K - $12.1K
170K $4.15M
Feb 07, 2025 Q4 2024
United Community Bank

Greenville, SC
BUY
 -
156
New
$3.66K - $11.2K
156 $3.81K
Jan 28, 2025 Q4 2024
Farmers & Merchants Investments Inc

BUY
 -
126
+ 200.0%
$2.96K - $9.04K
189 $4.62K
Feb 04, 2025 Q4 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
126
+ 200.0%
$2.96K - $9.04K
189 $4.62K
Jan 13, 2025 Q4 2024
Psi Advisors, LLC

BUY
 -
118
+ 200.0%
$2.77K - $8.47K
177 $4.33K
Feb 07, 2025 Q4 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
108
+ 200.0%
$2.54K - $7.75K
162 $3.96K
Jan 27, 2025 Q4 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
92
+ 200.0%
$2.16K - $6.6K
138 $3.37K
Jan 15, 2025 Q4 2024
Financial Management Professionals, Inc.

BUY
 -
88
+ 162.96%
$2.07K - $6.32K
142 $3.47K
Jan 29, 2025 Q4 2024
Avion Wealth

The Woodlands, TX
BUY
 -
78
+ 200.0%
$1.83K - $5.6K
117 $2.86K
Jan 29, 2025 Q4 2024
Keener Financial Planning LLC

Keller, TX
BUY
 -
72
New
$1.69K - $5.17K
72 $1.76K
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
64
+ 206.45%
$1.5K - $4.59K
95 $2.32K

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