Latest Institutional Purchases of Schwab Fundamental U S Large C (FNDX)
This list provides information on the latest institutional transactions involving Schwab Fundamental U S Large C (FNDX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
263M+ 200.98% |
$6.17B - $18.8B
|
393M
$9.19B
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.3M+ 221.92% |
$242M - $739M
|
14.9M
$349M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.19M+ 225.01% |
$169M - $516M
|
10.4M
$243M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
6.19M+ 212.33% |
$145M - $444M
|
9.11M
$213M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.99M+ 201.09% |
$93.8M - $287M
|
5.98M
$140M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
3.84M+ 185.24% |
$90.2M - $276M
|
5.91M
$138M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.55M+ 152.31% |
$83.5M - $255M
|
5.89M
$138M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
3.01M+ 200.85% |
$70.8M - $216M
|
4.51M
$106M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.82M+ 221.97% |
$66.2M - $202M
|
4.09M
$95.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.5M+ 205.3% |
$58.8M - $180M
|
3.72M
$87M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.28M+ 153.83% |
$53.5M - $164M
|
3.76M
$87.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.25MNew |
$53M - $162M
|
2.25M
$52.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.97M+ 385.24% |
$46.4M - $142M
|
2.49M
$58.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.84M+ 222.39% |
$43.3M - $132M
|
2.67M
$62.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.81M+ 201.4% |
$42.5M - $130M
|
2.71M
$63.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.77M+ 168.22% |
$41.6M - $127M
|
2.83M
$66.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.68M+ 213.13% |
$39.6M - $121M
|
2.47M
$57.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.66M+ 199.5% |
$39M - $119M
|
2.49M
$58.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.49M+ 199.23% |
$35.1M - $107M
|
2.24M
$52.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.48M+ 182.7% |
$34.8M - $106M
|
2.29M
$53.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.41M+ 209.53% |
$33.2M - $101M
|
2.09M
$48.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.4M+ 204.2% |
$32.9M - $100M
|
2.08M
$48.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.38M+ 199.87% |
$32.5M - $99.3M
|
2.08M
$48.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
1.34M+ 199.5% |
$31.4M - $95.9M
|
2.01M
$46.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.28M+ 267.21% |
$30.1M - $92M
|
1.76M
$41.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.23M+ 208.15% |
$28.8M - $88M
|
1.82M
$42.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.19M+ 208.92% |
$28M - $85.6M
|
1.76M
$41.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.03M+ 209.64% |
$24.1M - $73.7M
|
1.52M
$35.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02M+ 198.65% |
$24.1M - $73.5M
|
1.54M
$36M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
956K+ 162.55% |
$22.5M - $68.6M
|
1.54M
$36.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
954K+ 217.57% |
$22.4M - $68.5M
|
1.39M
$32.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
936K+ 205.49% |
$22M - $67.2M
|
1.39M
$32.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
929K+ 210.61% |
$21.8M - $66.7M
|
1.37M
$32M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
904K+ 206.29% |
$21.2M - $64.8M
|
1.34M
$31.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
900K+ 185.9% |
$21.2M - $64.6M
|
1.38M
$32.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
889K+ 201.93% |
$20.9M - $63.8M
|
1.33M
$31.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
811K+ 201.13% |
$19M - $58.2M
|
1.21M
$28.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
774K+ 124.09% |
$18.2M - $55.5M
|
1.4M
$32.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
741K+ 191.28% |
$17.4M - $53.2M
|
1.13M
$26.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
707K+ 151.31% |
$16.6M - $50.7M
|
1.17M
$27.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
699K+ 202.59% |
$16.4M - $50.2M
|
1.04M
$24.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
669K+ 201.16% |
$15.7M - $48M
|
1M
$23.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
655K+ 204.0% |
$15.4M - $47M
|
976K
$22.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
648K+ 181.41% |
$15.2M - $46.5M
|
1.01M
$23.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
647K+ 324.71% |
$15.2M - $46.5M
|
847K
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
644K+ 213.77% |
$15.1M - $46.2M
|
945K
$22.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
633K+ 216.01% |
$14.9M - $45.4M
|
926K
$21.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
633K+ 202.29% |
$14.9M - $45.4M
|
945K
$22.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
614K+ 256.12% |
$14.4M - $44M
|
853K
$20M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
604KNew |
$14.2M - $43.4M
|
604K
$14.1M
|