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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
76+ 200.0% |
$1.79K - $5.45K
|
114
$3.03K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
10.2KNew |
$241K - $735K
|
10.2K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.37KNew |
$32.1K - $98K
|
1.37K
$36.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
10+ 200.0% |
$235 - $718
|
15
$399
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
13.2KNew |
$309K - $944K
|
13.2K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.95KNew |
$92.7K - $283K
|
3.95K
$105K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
8.89K+ 200.75% |
$209K - $638K
|
13.3K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9.27KNew |
$218K - $665K
|
9.27K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
250+ 200.0% |
$5.87K - $17.9K
|
375
$9.96K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
20K+ 201.42% |
$471K - $1.44M
|
30K
$797K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
312New |
$7.33K - $22.4K
|
312
$8.29K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
62.9KNew |
$1.48M - $4.51M
|
62.9K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
39.6K+ 200.0% |
$930K - $2.84M
|
59.4K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.75K+ 200.0% |
$159K - $485K
|
10.1K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
18New |
$423 - $1.29K
|
18
$478
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
969New |
$22.8K - $69.5K
|
969
$25.7K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
156New |
$3.66K - $11.2K
|
156
$4.14K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.86KNew |
$114K - $349K
|
4.86K
$129K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7.47K+ 200.0% |
$175K - $536K
|
11.2K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
194+ 200.0% |
$4.56K - $13.9K
|
291
$7.73K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
108+ 200.0% |
$2.54K - $7.75K
|
162
$4.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
190+ 200.0% |
$4.46K - $13.6K
|
285
$7.57K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
228+ 200.0% |
$5.36K - $16.4K
|
342
$9.09K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
8.59KNew |
$202K - $617K
|
8.59K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.21K+ 149.6% |
$122K - $374K
|
8.69K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.36K+ 200.0% |
$149K - $456K
|
9.54K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.55K+ 200.0% |
$83.4K - $255K
|
5.33K
$141K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.67K+ 201.33% |
$39.3K - $120K
|
2.5K
$66.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
530+ 200.0% |
$12.4K - $38K
|
795
$21.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.89KNew |
$44.3K - $135K
|
1.89K
$50.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
13KNew |
$306K - $936K
|
13K
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
126+ 200.0% |
$2.96K - $9.04K
|
189
$5.02K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
430+ 200.0% |
$10.1K - $30.9K
|
645
$17.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.06K+ 200.0% |
$119K - $363K
|
7.58K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
6.2K+ 200.0% |
$146K - $445K
|
9.3K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
7.38K+ 200.0% |
$173K - $530K
|
11.1K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
40K+ 196.65% |
$940K - $2.87M
|
60.4K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2K+ 200.0% |
$47.1K - $144K
|
3.01K
$79.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
258+ 200.0% |
$6.06K - $18.5K
|
387
$10.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
648New |
$15.2K - $46.5K
|
648
$17.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.06K+ 200.0% |
$71.9K - $220K
|
4.59K
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
8+ 200.0% |
$188 - $574
|
12
$319
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
6.51K+ 200.0% |
$153K - $467K
|
9.76K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.12K+ 822.06% |
$26.3K - $80.2K
|
1.25K
$33.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
326+ 200.0% |
$7.66K - $23.4K
|
489
$13K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.16KNew |
$97.7K - $298K
|
4.16K
$111K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
8.02K+ 200.02% |
$188K - $575K
|
12K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
42New |
$987 - $3.01K
|
42
$1.12K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.59K+ 200.0% |
$60.8K - $186K
|
3.89K
$103K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
466+ 200.0% |
$10.9K - $33.4K
|
699
$18.6K
|
|