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 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.44K+ 208.95% |
$128K - $390K
|
8.04K
$197K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.21K+ 149.6% |
$122K - $374K
|
8.69K
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5.12K+ 200.0% |
$120K - $368K
|
7.69K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.06K+ 200.0% |
$119K - $363K
|
7.58K
$186K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.86KNew |
$114K - $349K
|
4.86K
$119K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.86K+ 10.35% |
$114K - $348K
|
51.8K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
4.82K+ 201.38% |
$113K - $346K
|
7.21K
$177K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.72K+ 1296.15% |
$111K - $339K
|
5.08K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.69KNew |
$110K - $337K
|
4.69K
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.34K+ 440.3% |
$102K - $311K
|
5.32K
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.16KNew |
$97.7K - $298K
|
4.16K
$102K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
3.97K+ 200.0% |
$93.3K - $285K
|
5.96K
$146K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.95KNew |
$92.7K - $283K
|
3.95K
$96.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.95K+ 52.42% |
$92.7K - $283K
|
11.5K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.78K+ 200.0% |
$88.7K - $271K
|
5.67K
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.77K+ 2.61% |
$88.4K - $270K
|
148K
$3.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.64K+ 178.93% |
$85.6K - $261K
|
5.68K
$139K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
3.62K+ 18.69% |
$85K - $260K
|
23K
$564K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.59K+ 200.0% |
$84.4K - $258K
|
5.39K
$132K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.55K+ 200.0% |
$83.4K - $255K
|
5.33K
$131K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3.31K+ 724.51% |
$77.8K - $238K
|
3.77K
$92.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.23KNew |
$76K - $232K
|
3.23K
$79.4K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
3.13K+ 201.29% |
$73.6K - $225K
|
4.69K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.11K+ 207.2% |
$73K - $223K
|
4.61K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.07K+ 200.65% |
$72.1K - $220K
|
4.6K
$113K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.07K+ 133.3% |
$72.1K - $220K
|
5.37K
$132K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.06K+ 200.0% |
$71.9K - $220K
|
4.59K
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.98K+ 50.13% |
$70K - $214K
|
8.93K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.91K+ 200.0% |
$68.3K - $209K
|
4.36K
$107K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.84K+ 200.0% |
$66.7K - $204K
|
4.26K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.66K+ 190.35% |
$62.6K - $191K
|
4.06K
$99.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.59K+ 200.0% |
$60.8K - $186K
|
3.89K
$95.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.49K+ 14.24% |
$58.4K - $178K
|
20K
$490K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.46K+ 200.0% |
$57.7K - $176K
|
3.68K
$90.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.3KNew |
$54.1K - $165K
|
2.3K
$56.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.24K+ 200.0% |
$52.6K - $161K
|
3.36K
$82.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.12K+ 870.49% |
$49.9K - $152K
|
2.37K
$58.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.1KNew |
$49.3K - $151K
|
2.1K
$51.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.08KNew |
$48.8K - $149K
|
2.08K
$51K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.07K+ 0.51% |
$48.6K - $149K
|
411K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.05KNew |
$48.1K - $147K
|
2.05K
$50.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2K+ 200.0% |
$47.1K - $144K
|
3.01K
$73.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.93K+ 200.0% |
$45.2K - $138K
|
2.89K
$70.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.89KNew |
$44.3K - $135K
|
1.89K
$46.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.78K+ 4.66% |
$41.8K - $128K
|
39.9K
$979K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.72K+ 110.37% |
$40.5K - $124K
|
3.29K
$80.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.7K+ 200.0% |
$40K - $122K
|
2.55K
$62.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.68K+ 200.0% |
$39.5K - $121K
|
2.52K
$61.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.67K+ 201.33% |
$39.3K - $120K
|
2.5K
$61.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.59K+ 200.0% |
$37.3K - $114K
|
2.38K
$58.5K
|