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 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6.73KNew |
$440K - $483K
|
6.73K
$166K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.95K+ 0.5% |
$650K - $714K
|
1.99M
$49.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-26.4K- 1.26% |
$1.73M - $1.9M
|
2.07M
$51.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
337+ 8.26% |
$22K - $24.2K
|
4.42K
$109K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
8.64K+ 120.09% |
$565K - $620K
|
15.8K
$391K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
16.3KNew |
$1.07M - $1.17M
|
16.3K
$404K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.51K+ 65.93% |
$164K - $180K
|
6.33K
$156K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.05K+ 1.0% |
$68.4K - $75.1K
|
106K
$2.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.92K+ 9.33% |
$191K - $209K
|
34.2K
$844K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5+ 0.85% |
$327 - $359
|
596
$14.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.1K+ 22.57% |
$71.6K - $78.6K
|
5.95K
$147K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.75K+ 122.7% |
$114K - $125K
|
3.17K
$78.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.86K- 2.0% |
$253K - $277K
|
190K
$4.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
405+ 2.42% |
$26.5K - $29.1K
|
17.1K
$423K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
2.24K+ 1443.87% |
$146K - $161K
|
2.39K
$59.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
502K+ 18.62% |
$32.8M - $36M
|
3.2M
$79M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-45- 0.88% |
$2.94K - $3.23K
|
5.06K
$125K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
185K+ 14.29% |
$12.1M - $13.3M
|
1.48M
$36.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
414+ 5.96% |
$27.1K - $29.7K
|
7.36K
$182K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
38+ 0.74% |
$2.48K - $2.73K
|
5.17K
$128K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.05K+ 7.0% |
$134K - $147K
|
31.3K
$773K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-172- 2.07% |
$11.2K - $12.3K
|
8.13K
$201K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
24.2K+ 100.01% |
$1.58M - $1.74M
|
48.4K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30.9K+ 96.69% |
$2.02M - $2.22M
|
62.9K
$1.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
989+ 18.51% |
$64.6K - $71K
|
6.33K
$156K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.31MNew |
$85.6M - $94M
|
1.31M
$32.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
3.69KNew |
$241K - $265K
|
3.69K
$91.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.31K- 17.57% |
$85.8K - $94.2K
|
6.16K
$152K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.68K+ 0.96% |
$175K - $192K
|
282K
$6.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-376- 22.17% |
$24.6K - $27K
|
1.32K
$32.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
15K+ 347.5% |
$982K - $1.08M
|
19.4K
$478K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
675+ 17.78% |
$44.1K - $48.4K
|
4.47K
$110K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
34+ 0.36% |
$2.22K - $2.44K
|
9.5K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.96K+ 2.31% |
$128K - $141K
|
86.8K
$2.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.6K+ 4.91% |
$104K - $114K
|
34.1K
$842K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.82KNew |
$250K - $274K
|
3.82K
$94.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-501- 2.57% |
$32.7K - $36K
|
19K
$469K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
3.54KNew |
$232K - $254K
|
3.54K
$87.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4+ 0.91% |
$261 - $287
|
445
$11K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22New |
$1.44K - $1.58K
|
22
$543
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
668+ 4.13% |
$43.7K - $47.9K
|
16.8K
$416K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.31K+ 28.21% |
$281K - $309K
|
19.6K
$483K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-1.42K- 0.73% |
$93.1K - $102K
|
194K
$4.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-76- 93.83% |
$4.97K - $5.45K
|
5
$124
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-10.8K- 1.85% |
$704K - $773K
|
571K
$14.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-210- 2.46% |
$13.7K - $15.1K
|
8.31K
$205K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
54New |
$3.53K - $3.88K
|
54
$1.33K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.35K+ 7.3% |
$415K - $456K
|
93.3K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-12K- 4.25% |
$783K - $860K
|
270K
$6.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.39K- 28.47% |
$90.5K - $99.4K
|
3.48K
$86K
|