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 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.89KNew |
$189K - $207K
|
2.89K
$71.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.73K+ 2.66% |
$309K - $339K
|
182K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
627+ 1.69% |
$41K - $45K
|
37.7K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
16.1K+ 17.25% |
$1.05M - $1.16M
|
109K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-7.11K- 2.73% |
$465K - $510K
|
253K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.16K- 2.78% |
$272K - $299K
|
146K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18New |
$1.18K - $1.29K
|
18
$445
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
57.1K+ 92.64% |
$3.73M - $4.09M
|
119K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$65.4 - $71.8
|
5.76K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-532- 2.71% |
$34.8K - $38.2K
|
19.1K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
29.1K+ 32.9% |
$1.9M - $2.09M
|
118K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15.1K+ 30.29% |
$989K - $1.09M
|
65.1K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-511- 6.5% |
$33.4K - $36.7K
|
7.35K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.9K+ 10.97% |
$1.3M - $1.43M
|
201K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
28.7KNew |
$1.87M - $2.06M
|
28.7K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-805- 94.26% |
$52.6K - $57.8K
|
49
$1.21K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
799+ 2.3% |
$52.2K - $57.3K
|
35.5K
$877K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-113- 2.51% |
$7.39K - $8.11K
|
4.39K
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.44K+ 10.53% |
$617K - $677K
|
99.1K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.71K+ 66.27% |
$308K - $338K
|
11.8K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-957- 65.86% |
$62.5K - $68.7K
|
496
$12.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.08K+ 0.54% |
$70.3K - $77.1K
|
199K
$4.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49K+ 11.73% |
$3.2M - $3.52M
|
467K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
442+ 2.88% |
$28.9K - $31.7K
|
15.8K
$391K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
73+ 0.9% |
$4.77K - $5.24K
|
8.14K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.15KNew |
$206K - $226K
|
3.15K
$77.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.96% |
$65.4 - $71.8
|
105
$2.59K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-121- 0.92% |
$7.91K - $8.68K
|
13K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
22+ 0.5% |
$1.44K - $1.58K
|
4.43K
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.44K+ 7.38% |
$159K - $175K
|
35.5K
$877K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
24+ 7.55% |
$1.57K - $1.72K
|
342
$8.45K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
114New |
$7.45K - $8.18K
|
114
$2.82K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.75KNew |
$572K - $628K
|
8.75K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.69K+ 5.83% |
$110K - $121K
|
30.6K
$757K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18.5K+ 14.59% |
$1.21M - $1.33M
|
145K
$3.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
131K+ 178.73% |
$8.55M - $9.39M
|
204K
$5.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
162+ 1.19% |
$10.6K - $11.6K
|
13.8K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-64- 0.87% |
$4.18K - $4.59K
|
7.28K
$180K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.34K+ 122.3% |
$610K - $670K
|
17K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.9K+ 10.82% |
$5.29M - $5.81M
|
829K
$20.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8.28K- 1.19% |
$541K - $594K
|
685K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.98K+ 49.44% |
$129K - $142K
|
5.99K
$148K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
303+ 7.92% |
$19.8K - $21.7K
|
4.13K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
2.78K+ 5.97% |
$182K - $199K
|
49.4K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.4K+ 8.31% |
$222K - $244K
|
44.4K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.39K+ 824.26% |
$91K - $100K
|
1.56K
$38.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-440- 0.07% |
$28.8K - $31.6K
|
623K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 3.2% |
$723K - $794K
|
357K
$8.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
13+ 0.32% |
$850 - $933
|
4.12K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8K+ 43.61% |
$379K - $416K
|
19.1K
$472K
|