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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-9.61K- 2.46% |
$585K - $647K
|
380K
$9.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
41.7KNew |
$2.54M - $2.81M
|
41.7K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.84KNew |
$295K - $326K
|
4.84K
$120K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 46.3% |
$3.04K - $3.37K
|
158
$3.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.42KNew |
$208K - $230K
|
3.42K
$84.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.47KNew |
$89.3K - $98.8K
|
1.47K
$36.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
63New |
$3.84K - $4.25K
|
63
$1.56K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-46- 2.53% |
$2.8K - $3.1K
|
1.78K
$43.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
227New |
$13.8K - $15.3K
|
227
$5.61K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.39K+ 24.95% |
$145K - $161K
|
11.9K
$295K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-62- 49.6% |
$3.78K - $4.18K
|
63
$1.56K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
117+ 0.5% |
$6.25K - $7.27K
|
23.6K
$582K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
948New |
$50.7K - $58.9K
|
948
$23.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
446New |
$23.8K - $27.7K
|
446
$11K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.23KNew |
$226K - $262K
|
4.23K
$104K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1KNew |
$53.6K - $62.2K
|
1K
$24.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.72K+ 33.88% |
$145K - $169K
|
10.7K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
4.2KNew |
$225K - $261K
|
4.2K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.1% |
$53.5 - $62.1
|
970
$24K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
33New |
$1.76K - $2.05K
|
33
$815
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
100+ 5.0% |
$5.35K - $6.21K
|
2.1K
$51.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.95K- 55.4% |
$265K - $307K
|
3.99K
$98.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 1363.31% |
$542K - $630K
|
10.9K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-74- 1.81% |
$3.96K - $4.6K
|
4.01K
$99K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.43K- 41.61% |
$290K - $337K
|
7.61K
$188K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16New |
$855 - $994
|
16
$395
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.9KNew |
$1.07M - $1.24M
|
19.9K
$492K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.42KNew |
$75.9K - $88.2K
|
1.42K
$35.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.45K+ 7.83% |
$398K - $463K
|
103K
$2.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-19- 2.34% |
$1.02K - $1.18K
|
794
$19.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.3KNew |
$550K - $639K
|
10.3K
$254K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.18KNew |
$170K - $198K
|
3.18K
$78.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
8.38K+ 16.94% |
$448K - $521K
|
57.9K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.31KNew |
$70.1K - $81.5K
|
1.31K
$32.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-380- 41.58% |
$20.3K - $23.6K
|
534
$13.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.28KNew |
$175K - $203K
|
3.28K
$80.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
399New |
$21.3K - $24.8K
|
399
$9.86K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
78.5KNew |
$4.2M - $4.88M
|
78.5K
$1.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99- 64.29% |
$5.29K - $6.15K
|
55
$1.36K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
5.25KNew |
$281K - $326K
|
5.25K
$130K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4.58KNew |
$245K - $284K
|
4.58K
$113K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.31K- 5.66% |
$177K - $206K
|
55.2K
$1.36M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4.52KNew |
$242K - $281K
|
4.52K
$112K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.3KNew |
$69.2K - $80.4K
|
1.3K
$32K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
134New |
$7.16K - $8.32K
|
134
$3.31K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100+ 33.33% |
$5.35K - $6.21K
|
400
$9.88K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
303New |
$16.2K - $18.8K
|
303
$7.48K
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
3.38KNew |
$181K - $210K
|
3.38K
$83.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|