Latest Institutional Transactions on Schwab Fundamental U S Large C (FNDX)

FNDX Quotes by TradingView

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 12, 2022 Q1 2022
Bison Wealth, LLC

SELL
 -
-68
Closed
$3.77K - $4.07K
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-122
Closed
$6.76K - $7.31K
0 $0
May 11, 2022 Q1 2022
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-4.51K
Closed
$250K - $270K
0 $0
May 11, 2022 Q1 2022
Andrew Hill Investment Advisors, Inc.

Naples, FL
SELL
 -
-40
Closed
$2.22K - $2.4K
0 $0
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-954
Closed
$52.9K - $57.1K
0 $0
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

SELL
 -
-122
Closed
$6.76K - $7.31K
0 $0
May 09, 2022 Q1 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
130
New
$7.2K - $7.79K
130 $3.2K
May 06, 2022 Q1 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-100
- 8.98%
$5.54K - $5.99K
1.01K $25K
May 05, 2022 Q1 2022
Professional Financial Advisors, LLC

BUY
 -
542
New
$30K - $32.5K
542 $13.3K
May 05, 2022 Q1 2022
Ifg Advisors, LLC

BUY
 -
11.9K
New
$661K - $715K
11.9K $294K
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-1.24K
Closed
$68.4K - $74K
0 $0
Apr 21, 2022 Q1 2022
Cordasco Financial Network

SELL
 -
-20
Closed
$1.11K - $1.2K
0 $0
Apr 19, 2022 Q1 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
725
New
$40.2K - $43.4K
725 $17.9K
Apr 18, 2022 Q1 2022
Tilia Fiduciary Partners, Inc.

BUY
 -
28
New
$1.55K - $1.68K
28 $690
Apr 12, 2022 Q1 2022
Calton & Associates, Inc.

SELL
 -
-4.22K
Closed
$234K - $253K
0 $0
Apr 08, 2022 Q1 2022
Lowe Wealth Advisors, LLC

BUY
 -
195
New
$10.8K - $11.7K
195 $4.8K
Apr 07, 2022 Q1 2022
Soa Wealth Advisors, Llc.

BUY
 -
72
New
$3.99K - $4.31K
72 $1.77K
Q4 2021
Sep 21, 2023 Q4 2021
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
101
New
$5.5K - $5.93K
101 $2.49K
Apr 27, 2022 Q4 2021
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
2.61K
New
$142K - $153K
2.61K $64.3K
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
0
Closed
$0 - $0
0 $0
Feb 14, 2022 Q4 2021
Kensington Investment Counsel, LLC

SELL
 -
-4.65K
Closed
$253K - $273K
0 $0
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-412
Closed
$22.4K - $24.2K
0 $0
Feb 14, 2022 Q4 2021
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-342
Closed
$18.6K - $20.1K
0 $0
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-482
Closed
$26.2K - $28.3K
0 $0
Feb 10, 2022 Q4 2021
Tortoise Investment Management, LLC

BUY
 -
71
New
$3.87K - $4.17K
71 $1.75K
Feb 10, 2022 Q4 2021
Inscription Capital, LLC

Houston, TX
SELL
 -
-3.78K
Closed
$206K - $222K
0 $0
Feb 09, 2022 Q4 2021
Evoke Wealth, LLC

BUY
 -
9.22K
New
$502K - $541K
9.22K $227K
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
217
New
$11.8K - $12.7K
217 $5.34K
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-849
Closed
$46.2K - $49.9K
0 $0
Feb 07, 2022 Q4 2021
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-151
Closed
$8.22K - $8.87K
0 $0
Jan 31, 2022 Q4 2021
Steel Peak Wealth Management LLC

SELL
 -
-4.05K
Closed
$220K - $238K
0 $0
Jan 27, 2022 Q4 2021
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
4.07K
New
$221K - $239K
4.07K $100K
Jan 24, 2022 Q4 2021
National Bank Of Canada

BUY
 -
391
New
$21.3K - $23K
391 $9.63K
Jan 19, 2022 Q4 2021
Time Scale Financial, Inc.

SELL
 -
-33
- 15.71%
$1.8K - $1.94K
177 $4.36K
Jan 19, 2022 Q4 2021
Hudock, Inc.

SELL
 -
-92
Closed
$5.01K - $5.4K
0 $0
Jan 14, 2022 Q4 2021
John W. Brooker & Co., Cp As

SELL
 -
-230
- 21.62%
$12.5K - $13.5K
834 $20.5K
Q3 2021
Feb 05, 2024 Q3 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
10.5K
New
$556K - $593K
10.5K $259K
Dec 19, 2023 Q3 2021
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-887
Closed
$46.9K - $49.9K
0 $0
Nov 07, 2023 Q3 2021
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
0
Closed
$0 - $0
0 $0
Nov 15, 2021 Q3 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
73
New
$3.86K - $4.11K
73 $1.8K
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-3.69K
Closed
$195K - $208K
0 $0
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-93
Closed
$4.91K - $5.24K
0 $0
Nov 08, 2021 Q3 2021
Arjuna Capital

SELL
 -
-1.86K
Closed
$98.4K - $105K
0 $0
Nov 04, 2021 Q3 2021
Choate Investment Advisors

Boston, MA
SELL
 -
-259
- 34.63%
$13.7K - $14.6K
489 $12K
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
7.76K
New
$410K - $437K
7.76K $191K
Oct 12, 2021 Q3 2021
Rosenberg Matthew Hamilton

BUY
 -
447
New
$23.6K - $25.2K
447 $11K
Oct 12, 2021 Q3 2021
Focused Wealth Management, Inc

SELL
 -
-36
- 49.32%
$1.9K - $2.03K
37 $911
Oct 12, 2021 Q3 2021
Bedel Financial Consulting, Inc.

SELL
 -
-95
Closed
$5.02K - $5.35K
0 $0
Oct 05, 2021 Q3 2021
Beacon Wealthcare LLC

Raleigh, NC
SELL
 -
-4.04K
Closed
$213K - $227K
0 $0

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