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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
315+ 0.75% |
$20.6K - $22.6K
|
42.4K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.69K+ 96511.11% |
$568K - $623K
|
8.7K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.5K+ 66.74% |
$1.27M - $1.4M
|
48.7K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16KNew |
$1.05M - $1.15M
|
16K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.51K- 0.42% |
$229K - $252K
|
833K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-184- 3.48% |
$12K - $13.2K
|
5.1K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-545- 0.86% |
$35.6K - $39.1K
|
63K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
252K+ 12.09% |
$16.4M - $18.1M
|
2.33M
$57.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.26KNew |
$213K - $234K
|
3.26K
$80.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.83K+ 38.12% |
$185K - $203K
|
10.3K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.05KNew |
$265K - $291K
|
4.05K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.76% |
$131 - $144
|
265
$6.55K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 13.99% |
$8.45M - $9.28M
|
1.05M
$26M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
4+ 0.89% |
$261 - $287
|
451
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
91.7K+ 174.76% |
$6M - $6.58M
|
144K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
124+ 0.47% |
$8.1K - $8.9K
|
26.3K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 4.22% |
$1.36M - $1.5M
|
515K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.83K+ 14.19% |
$185K - $203K
|
22.8K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.8K+ 5.56% |
$4.37M - $4.8M
|
1.27M
$31.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.3K+ 105.14% |
$1.13M - $1.24M
|
33.7K
$832K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.25K- 27.21% |
$81.8K - $89.8K
|
3.35K
$82.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.61K- 23.6% |
$628K - $689K
|
31.1K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.7K- 17.07% |
$242K - $266K
|
18K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
21K+ 4.47% |
$1.37M - $1.51M
|
490K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-264- 0.98% |
$17.3K - $18.9K
|
26.7K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
133K+ 21.57% |
$8.69M - $9.54M
|
750K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-390- 5.89% |
$25.5K - $28K
|
6.23K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-187- 0.81% |
$12.2K - $13.4K
|
23K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
402+ 4.57% |
$26.3K - $28.8K
|
9.2K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-62- 0.61% |
$4.05K - $4.45K
|
10.1K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.57K+ 121.31% |
$625K - $686K
|
17.5K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.02KNew |
$393K - $432K
|
6.02K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-118- 1.82% |
$7.71K - $8.47K
|
6.36K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.61K+ 259.71% |
$236K - $259K
|
5K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 3.23% |
$65.4 - $71.8
|
32
$790
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
313K+ 7.24% |
$20.5M - $22.5M
|
4.64M
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-11.3K- 88.32% |
$741K - $814K
|
1.5K
$37K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-288- 85.71% |
$18.8K - $20.7K
|
48
$1.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.58KNew |
$365K - $401K
|
5.58K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.43K+ 200.0% |
$159K - $174K
|
3.64K
$90K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.97K+ 200.0% |
$260K - $285K
|
5.96K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
654+ 10.04% |
$42.7K - $46.9K
|
7.17K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-6.57K- 5.89% |
$429K - $471K
|
105K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
70New |
$4.58K - $5.02K
|
70
$1.73K
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
20.9KNew |
$1.36M - $1.5M
|
20.9K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.88KNew |
$384K - $422K
|
5.88K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.11KNew |
$465K - $510K
|
7.11K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.21K- 5.29% |
$79.2K - $87K
|
21.7K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.89K- 75.73% |
$646K - $710K
|
3.17K
$78.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
34.6K+ 105.19% |
$2.26M - $2.48M
|
67.5K
$1.67M
|