Latest Institutional Transactions on Schwab Fundamental U S Large C (FNDX)
This table provides information on the latest institutional transactions involving Schwab Fundamental U S Large C (FNDX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.74K+ 176.33% |
$158K - $484K
|
10.6K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.91K+ 217.21% |
$186K - $568K
|
11.6K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6K+ 200.0% |
$141K - $430K
|
8.99K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
41.1K+ 864.9% |
$964K - $2.95M
|
45.8K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
38.2K+ 230.16% |
$898K - $2.74M
|
54.9K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
157K+ 196.27% |
$3.69M - $11.3M
|
237K
$5.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
4.82K+ 201.38% |
$113K - $346K
|
7.21K
$169K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
74.8K+ 197.58% |
$1.76M - $5.37M
|
113K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
969New |
$22.8K - $69.5K
|
969
$22.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
32.4K+ 385.93% |
$760K - $2.32M
|
40.8K
$953K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
19.1K+ 201.17% |
$449K - $1.37M
|
28.6K
$669K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
174K+ 200.0% |
$4.08M - $12.5M
|
260K
$6.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.41K+ 235.79% |
$197K - $603K
|
12K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
192K+ 190.79% |
$4.52M - $13.8M
|
293K
$6.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
34.6K+ 282.9% |
$813K - $2.48M
|
46.8K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
177K+ 204.47% |
$4.15M - $12.7M
|
263K
$6.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
126+ 200.0% |
$2.96K - $9.04K
|
189
$4.42K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
198K+ 196.88% |
$4.64M - $14.2M
|
298K
$6.97M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.19K+ 201.35% |
$28K - $85.5K
|
1.78K
$41.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
7.28K+ 193.87% |
$171K - $522K
|
11K
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
94.2KNew |
$2.21M - $6.76M
|
94.2K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.1KNew |
$49.3K - $151K
|
2.1K
$49.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50.4K+ 243.44% |
$1.18M - $3.62M
|
71.1K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
74.6K+ 218.8% |
$1.75M - $5.35M
|
109K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
557+ 277.11% |
$13.1K - $40K
|
758
$17.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
111KNew |
$2.61M - $7.96M
|
111K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
26.3K+ 202.71% |
$617K - $1.89M
|
39.2K
$917K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
60.9KNew |
$1.43M - $4.37M
|
60.9K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.2K+ 193.52% |
$288K - $879K
|
18.6K
$434K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.6KNew |
$248K - $759K
|
10.6K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
211K+ 245.11% |
$4.96M - $15.2M
|
298K
$6.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.84K+ 200.0% |
$66.7K - $204K
|
4.26K
$99.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
230K+ 211.21% |
$5.4M - $16.5M
|
339K
$7.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
10K+ 198.18% |
$236K - $720K
|
15.1K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
92+ 200.0% |
$2.16K - $6.6K
|
138
$3.23K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.4K+ 203.25% |
$245K - $749K
|
15.6K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
30.4K+ 201.95% |
$715K - $2.18M
|
45.5K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.42K+ 200.0% |
$33.3K - $102K
|
2.13K
$49.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
97.5KNew |
$2.29M - $7M
|
97.5K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
36.1K+ 176.54% |
$847K - $2.59M
|
56.5K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
86.7K+ 207.29% |
$2.04M - $6.23M
|
129K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
47.5K+ 198.49% |
$1.11M - $3.41M
|
71.4K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.93K+ 200.0% |
$45.2K - $138K
|
2.89K
$67.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
47K+ 207.73% |
$1.1M - $3.37M
|
69.6K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
26.8KNew |
$630K - $1.93M
|
26.8K
$627K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
35.4K+ 174.44% |
$833K - $2.54M
|
55.8K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
374K+ 256.37% |
$8.78M - $26.8M
|
520K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
36K+ 189.08% |
$845K - $2.58M
|
55K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
234+ 200.0% |
$5.5K - $16.8K
|
351
$8.21K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-641- 59.74% |
$15.1K - $46K
|
432
$10.1K
|