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, 2021 Q1 2021
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
4.4K
New
$197K - $231K
4.4K $109K
May 07, 2021 Q1 2021
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-80
Closed
$3.58K - $4.2K
0 $0
May 04, 2021 Q1 2021
Victory Capital Management Inc

SELL
 -
-154K
Closed
$6.9M - $8.08M
0 $0
Apr 26, 2021 Q1 2021
Kanawha Capital Management LLC

SELL
 -
-4.63K
Closed
$207K - $243K
0 $0
Apr 20, 2021 Q1 2021
Fortem Financial Group, LLC

SELL
 -
-2.35K
Closed
$105K - $123K
0 $0
Q4 2020
Mar 05, 2021 Q4 2020
Jeppson Wealth Management, LLC

SELL
 -
-500
Closed
$19K - $22.7K
0 $0
Mar 05, 2021 Q4 2020
Catalyst Private Wealth, LLC

SELL
 -
-217
Closed
$8.24K - $9.83K
0 $0
Feb 16, 2021 Q4 2020
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
38
New
$1.44K - $1.72K
38 $939
Feb 12, 2021 Q4 2020
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-3.25K
Closed
$123K - $147K
0 $0
Feb 11, 2021 Q4 2020
Trexquant Investment LP

Stamford, CT
SELL
 -
-17.3K
Closed
$658K - $785K
0 $0
Feb 10, 2021 Q4 2020
Merriman Wealth Management, LLC

SELL
 -
-173K
Closed
$6.57M - $7.84M
0 $0
Feb 09, 2021 Q4 2020
Spectrum Management Group, LLC

SELL
 -
-1.39K
Closed
$52.7K - $62.9K
0 $0
Jan 22, 2021 Q4 2020
Relaxing Retirement Coach

SELL
 -
-6.24K
Closed
$237K - $283K
0 $0
Jan 13, 2021 Q4 2020
Parkside Investments, LLC

SELL
 -
-21.8K
Closed
$828K - $988K
0 $0
Q3 2020
Nov 16, 2020 Q3 2020
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
64K
New
$2.33M - $2.65M
64K $1.58M
Nov 10, 2020 Q3 2020
United Services Automobile Association

San Antonio, TX
SELL
 -
-83.2K
Closed
$3.03M - $3.44M
0 $0
Nov 03, 2020 Q3 2020
Novare Capital Management LLC

SELL
 -
-18.1K
Closed
$661K - $751K
0 $0
Oct 27, 2020 Q3 2020
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-610
Closed
$22.2K - $25.3K
0 $0
Oct 27, 2020 Q3 2020
Financial Advantage, Inc.

SELL
 -
-535
Closed
$19.5K - $22.2K
0 $0
Oct 26, 2020 Q3 2020
Sterling Investment Advisors, Ltd.

SELL
 -
-588
Closed
$21.4K - $24.4K
0 $0
Oct 20, 2020 Q3 2020
One Charles Private Wealth Services, LLC

SELL
 -
-5.48K
Closed
$200K - $227K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
292
+ 34.64%
$8.74K - $11.8K
1.14K $28K
Mar 12, 2021 Q2 2020
Crestone Asset Management LLC

SELL
 -
-8.84K
Closed
$265K - $356K
0 $0
Aug 14, 2020 Q2 2020
Advisory Alpha, LLC

SELL
 -
-644
Closed
$19.3K - $25.9K
0 $0
Aug 13, 2020 Q2 2020
Covington Capital Management

SELL
 -
-186K
Closed
$5.55M - $7.47M
0 $0
Aug 11, 2020 Q2 2020
Esl Trust Services, LLC

SELL
 -
-187K
Closed
$5.59M - $7.52M
0 $0
Aug 07, 2020 Q2 2020
Balasa Dinverno & Foltz LLC

Itasca, IL
SELL
 -
-5.49K
- 44.67%
$164K - $221K
6.8K $168K
Aug 04, 2020 Q2 2020
Simon Quick Advisors, LLC

SELL
 -
-800
Closed
$23.9K - $32.2K
0 $0
Jul 27, 2020 Q2 2020
Epiq Capital Group, LLC

San Francisco, CA
SELL
 -
-66.2K
Closed
$1.98M - $2.66M
0 $0
Jul 15, 2020 Q2 2020
Foresight Wealth Management, LLC

SELL
 -
-8.45K
Closed
$253K - $340K
0 $0
Jul 15, 2020 Q2 2020
Forvis Wealth Advisors, LLC

SELL
 -
-26K
Closed
$778K - $1.05M
0 $0
Q1 2020
May 18, 2020 Q1 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-461
Closed
$12.5K - $20.1K
0 $0
May 15, 2020 Q1 2020
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-5.6K
Closed
$152K - $244K
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-442
Closed
$12K - $19.3K
0 $0
May 13, 2020 Q1 2020
Knuff & CO LLC

Foster City, CA
SELL
 -
-301
Closed
$8.17K - $13.1K
0 $0
May 11, 2020 Q1 2020
Wolverine Trading, LLC

Chicago, IL
SELL
 PUT
-6K
Closed
$163K - $262K
0 $0
May 05, 2020 Q1 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-311
Closed
$8.44K - $13.6K
0 $0
Apr 30, 2020 Q1 2020
Abacus Planning Group, Inc.

SELL
 -
-4.87K
Closed
$132K - $212K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-12
Closed
$326 - $523
0 $0
Apr 29, 2020 Q1 2020
Jfs Wealth Advisors, LLC

SELL
 -
-115
Closed
$3.12K - $5.01K
0 $0
Apr 29, 2020 Q1 2020
Financial Consulate, Inc

SELL
 -
-16.1K
Closed
$436K - $701K
0 $0
Apr 29, 2020 Q1 2020
Horan Capital Advisors, Llc.

Cincinnati, OH
SELL
 -
-2.48K
Closed
$67.2K - $108K
0 $0
Apr 24, 2020 Q1 2020
Paragon Wealth Strategies, LLC

SELL
 -
-35.6K
Closed
$966K - $1.55M
0 $0
Apr 23, 2020 Q1 2020
Successful Portfolios LLC

SELL
 -
-13.1K
Closed
$355K - $570K
0 $0
Apr 23, 2020 Q1 2020
Lvw Advisors, LLC

SELL
 -
-4.75K
Closed
$129K - $207K
0 $0
Apr 21, 2020 Q1 2020
West Coast Financial LLC

SELL
 -
-24.8K
Closed
$674K - $1.08M
0 $0
Apr 13, 2020 Q1 2020
Windsor Group LTD

SELL
 -
-4.87K
Closed
$132K - $212K
0 $0
Q4 2019
Feb 14, 2020 Q4 2019
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-179
- 0.52%
$6.83K - $7.66K
34.6K $854K
Feb 13, 2020 Q4 2019
Meeder Asset Management Inc

SELL
 -
-2
Closed
$76.3 - $85.6
0 $0

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