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 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
7.04K+ 199.72% |
$165K - $505K
|
10.6K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
243K+ 197.95% |
$5.72M - $17.5M
|
366K
$9.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
109K+ 200.1% |
$2.55M - $7.8M
|
163K
$4.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
23K+ 231.8% |
$541K - $1.65M
|
33K
$814K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.91K+ 200.0% |
$162K - $496K
|
10.4K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.9K+ 197.46% |
$303K - $925K
|
19.4K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16.8K+ 276.67% |
$396K - $1.21M
|
22.9K
$566K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
554KNew |
$13M - $39.8M
|
554K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
23.7K+ 200.01% |
$557K - $1.7M
|
35.6K
$879K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
41.6K+ 203.32% |
$977K - $2.98M
|
62K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11.1K+ 239.61% |
$260K - $795K
|
15.7K
$388K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.43K+ 200.0% |
$33.5K - $102K
|
2.14K
$52.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.07K+ 0.51% |
$48.6K - $149K
|
411K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
97.9KNew |
$2.3M - $7.03M
|
97.9K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
104K+ 195.86% |
$2.44M - $7.45M
|
157K
$3.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
118+ 200.0% |
$2.77K - $8.47K
|
177
$4.37K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
15.6K+ 271.6% |
$367K - $1.12M
|
21.4K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
206K+ 236.36% |
$4.83M - $14.8M
|
293K
$7.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
674+ 200.0% |
$15.8K - $48.4K
|
1.01K
$25K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
168+ 0.1% |
$3.95K - $12.1K
|
170K
$4.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
149K+ 375.03% |
$3.51M - $10.7M
|
189K
$4.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8.17K+ 201.43% |
$192K - $586K
|
12.2K
$302K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
232K+ 205.67% |
$5.45M - $16.7M
|
345K
$8.52M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
572+ 200.7% |
$13.4K - $41.1K
|
857
$21.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
155K+ 230.18% |
$3.65M - $11.1M
|
223K
$5.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
131K+ 194.26% |
$3.07M - $9.38M
|
198K
$4.89M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
502K+ 189.82% |
$11.8M - $36M
|
767K
$18.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
271K+ 196.31% |
$6.36M - $19.4M
|
408K
$10.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
20.3K+ 419.42% |
$477K - $1.46M
|
25.1K
$621K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
56.8K+ 198.71% |
$1.33M - $4.08M
|
85.4K
$2.11M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
42New |
$987 - $3.01K
|
42
$1.04K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.16K+ 201.04% |
$27.2K - $83K
|
1.73K
$42.8K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.35K- 11.43% |
$153K - $168K
|
18.2K
$449K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.7K- 36.84% |
$1.29M - $1.42M
|
33.9K
$836K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-187- 4.91% |
$12.2K - $13.4K
|
3.62K
$89.4K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-14K- 18.19% |
$914K - $1M
|
62.9K
$1.55M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-10.5K- 6.88% |
$686K - $754K
|
142K
$3.51M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.49K+ 2.79% |
$163K - $179K
|
91.8K
$2.27M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
38.1KNew |
$2.49M - $2.74M
|
38.1K
$941K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
2.92KNew |
$191K - $209K
|
2.92K
$72.1K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100KNew |
$6.56M - $7.2M
|
100K
$2.48M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 0.46% |
$458 - $502
|
1.53K
$37.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
52.8K+ 458.96% |
$3.45M - $3.79M
|
64.3K
$1.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.53K+ 4.97% |
$296K - $325K
|
95.5K
$2.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.6KNew |
$951K - $1.04M
|
14.6K
$359K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
973+ 49.04% |
$63.6K - $69.8K
|
2.96K
$73K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.8K+ 160.19% |
$703K - $772K
|
17.5K
$431K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.11K+ 31.45% |
$268K - $295K
|
17.2K
$424K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
240New |
$15.7K - $17.2K
|
240
$5.93K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
65.8K+ 78.67% |
$4.3M - $4.72M
|
150K
$3.69M
|
|