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 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
32.9K+ 93.57% |
$2.15M - $2.36M
|
68.1K
$1.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
106+ 30.2% |
$6.93K - $7.61K
|
457
$11.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.9K- 52.89% |
$712K - $781K
|
9.7K
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-307- 0.23% |
$20.1K - $22K
|
136K
$3.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.56K- 3.76% |
$167K - $184K
|
65.6K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
5.75KNew |
$376K - $412K
|
5.75K
$142K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.94% |
$65.4 - $71.8
|
107
$2.64K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
221+ 2.85% |
$14.4K - $15.9K
|
7.98K
$197K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
15.5K+ 12.15% |
$1.01M - $1.11M
|
143K
$3.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
564K+ 202.22% |
$36.9M - $40.5M
|
843K
$20.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
281+ 0.14% |
$18.4K - $20.2K
|
199K
$4.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-4.92K- 2.36% |
$321K - $353K
|
204K
$5.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-7.34K- 4.89% |
$480K - $527K
|
143K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 0.91% |
$78.2K - $85.8K
|
130K
$3.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-201- 0.31% |
$13.1K - $14.4K
|
65.5K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3.2KNew |
$209K - $230K
|
3.2K
$79.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
2.33K+ 0.78% |
$152K - $167K
|
301K
$7.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-300- 5.46% |
$19.6K - $21.5K
|
5.19K
$128K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
4.2KNew |
$275K - $301K
|
4.2K
$104K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 1.37% |
$523 - $574
|
592
$14.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.79K+ 100.93% |
$313K - $344K
|
9.54K
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.49K+ 5.53% |
$359K - $394K
|
105K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
159+ 0.24% |
$10.4K - $11.4K
|
66.9K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-98- 0.98% |
$6.41K - $7.03K
|
9.95K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
20New |
$1.31K - $1.44K
|
20
$494
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.53K- 0.93% |
$100K - $110K
|
163K
$4.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-24- 6.09% |
$1.57K - $1.72K
|
370
$9.14K
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
313KNew |
$20.4M - $22.4M
|
313K
$7.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
389+ 5.77% |
$25.4K - $27.9K
|
7.14K
$176K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-10.5K- 45.02% |
$689K - $756K
|
12.9K
$318K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.6K+ 60.14% |
$170K - $186K
|
6.92K
$171K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 2.82% |
$1.12M - $1.23M
|
589K
$14.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
660+ 0.9% |
$43.1K - $47.4K
|
74K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.29K+ 15.26% |
$84.2K - $92.4K
|
9.73K
$240K
|
|
|
Oct 28, 2024
Q3 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-215- 0.03% |
$14.1K - $15.4K
|
670K
$16.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.75KNew |
$310K - $341K
|
4.75K
$117K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
65+ 0.9% |
$4.25K - $4.66K
|
7.3K
$180K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.58K- 49.8% |
$169K - $185K
|
2.6K
$64.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.9K+ 192.9% |
$2.02M - $2.22M
|
46.9K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
411+ 0.96% |
$26.9K - $29.5K
|
43.2K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5.83K+ 7.23% |
$381K - $419K
|
86.5K
$2.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.2K+ 15.55% |
$794K - $872K
|
90.3K
$2.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
143+ 7.55% |
$9.35K - $10.3K
|
2.04K
$50.3K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.08KNew |
$202K - $221K
|
3.08K
$76.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.32KNew |
$152K - $166K
|
2.32K
$57.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.41K+ 2.68% |
$223K - $245K
|
131K
$3.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
398+ 1.06% |
$26K - $28.6K
|
37.9K
$935K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-5.33K- 3.19% |
$349K - $383K
|
162K
$4M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.83% |
$131 - $144
|
244
$6.03K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-5.27K- 2.12% |
$344K - $378K
|
243K
$6.01M
|