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
|
Paragon Capital Management LTD
|
BUY
|
- |
9.15K+ 200.0% |
$215K - $657K
|
13.7K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
9.13K+ 281.57% |
$215K - $656K
|
12.4K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.12KNew |
$214K - $654K
|
9.12K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.11K+ 214.86% |
$214K - $654K
|
13.4K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
9.1K+ 209.68% |
$214K - $653K
|
13.4K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.03K+ 269.67% |
$212K - $648K
|
12.4K
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.02K+ 200.0% |
$212K - $648K
|
13.5K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8.96K+ 200.72% |
$211K - $643K
|
13.4K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
8.89K+ 200.75% |
$209K - $638K
|
13.3K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
8.83K+ 201.19% |
$207K - $633K
|
13.2K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
8.81KNew |
$207K - $632K
|
8.81K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
8.8K+ 200.0% |
$207K - $632K
|
13.2K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.8K+ 200.0% |
$207K - $632K
|
13.2K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.7K+ 200.0% |
$204K - $625K
|
13.1K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.66K+ 200.0% |
$203K - $621K
|
13K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
8.59KNew |
$202K - $617K
|
8.59K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
8.41K+ 200.0% |
$198K - $604K
|
12.6K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.41K+ 235.79% |
$197K - $603K
|
12K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8.3KNew |
$195K - $596K
|
8.3K
$197K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8.17K+ 201.43% |
$192K - $586K
|
12.2K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.14K+ 200.12% |
$191K - $584K
|
12.2K
$289K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
8.02K+ 200.02% |
$188K - $575K
|
12K
$285K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.92K+ 100.22% |
$186K - $568K
|
15.8K
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.91K+ 217.21% |
$186K - $568K
|
11.6K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.89K+ 178.52% |
$185K - $566K
|
12.3K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7.7K+ 201.41% |
$181K - $552K
|
11.5K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7.47K+ 200.0% |
$175K - $536K
|
11.2K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.45K+ 200.0% |
$175K - $535K
|
11.2K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
7.45K+ 187.47% |
$175K - $535K
|
11.4K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
7.38K+ 200.0% |
$173K - $530K
|
11.1K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
7.28K+ 193.87% |
$171K - $522K
|
11K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.23K+ 200.0% |
$170K - $519K
|
10.9K
$257K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.19K+ 198.73% |
$169K - $516K
|
10.8K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
7.04K+ 199.72% |
$165K - $505K
|
10.6K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.94K+ 124.23% |
$163K - $498K
|
12.5K
$296K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.91K+ 200.0% |
$162K - $496K
|
10.4K
$245K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6.88K+ 139.12% |
$162K - $494K
|
11.8K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.75K+ 200.0% |
$159K - $485K
|
10.1K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.74K+ 176.33% |
$158K - $484K
|
10.6K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.74K+ 213.49% |
$158K - $484K
|
9.9K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.69K+ 212.78% |
$157K - $480K
|
9.84K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
6.64K+ 200.0% |
$156K - $477K
|
9.96K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6.56K+ 200.0% |
$154K - $471K
|
9.84K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.52K+ 200.0% |
$153K - $468K
|
9.78K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
6.51K+ 200.0% |
$153K - $467K
|
9.76K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
6.44K+ 220.45% |
$151K - $462K
|
9.35K
$222K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.42K+ 269.65% |
$151K - $461K
|
8.81K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.41K+ 200.0% |
$151K - $460K
|
9.61K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.36K+ 200.0% |
$149K - $456K
|
9.54K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
6.27K+ 200.0% |
$147K - $450K
|
9.41K
$223K
|