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 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
570K+ 201.99% |
$13.4M - $40.9M
|
853K
$20.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
554KNew |
$13M - $39.8M
|
554K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
514K+ 190.28% |
$12.1M - $36.9M
|
784K
$19.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
506K+ 240.76% |
$11.9M - $36.3M
|
716K
$17.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
502K+ 189.82% |
$11.8M - $36M
|
767K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
496K+ 195.82% |
$11.6M - $35.6M
|
749K
$18.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
485K+ 199.39% |
$11.4M - $34.8M
|
729K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
481K+ 197.74% |
$11.3M - $34.5M
|
724K
$17.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
481KNew |
$11.3M - $34.5M
|
481K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
465K+ 242.25% |
$10.9M - $33.4M
|
657K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
437K+ 285.07% |
$10.3M - $31.4M
|
591K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
428KNew |
$10.1M - $30.7M
|
428K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
427K+ 192.02% |
$10M - $30.6M
|
649K
$15.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
410K+ 201.32% |
$9.63M - $29.4M
|
614K
$15.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
409K+ 205.71% |
$9.6M - $29.3M
|
608K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
404K+ 200.8% |
$9.49M - $29M
|
605K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
400K+ 211.08% |
$9.4M - $28.7M
|
590K
$14.5M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
400K+ 205.65% |
$9.39M - $28.7M
|
594K
$14.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
386K+ 203.75% |
$9.06M - $27.7M
|
575K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
374K+ 256.37% |
$8.78M - $26.8M
|
520K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
365K+ 200.52% |
$8.58M - $26.2M
|
548K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
353K+ 218.26% |
$8.29M - $25.3M
|
515K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
333K+ 222.95% |
$7.83M - $23.9M
|
483K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
325K+ 189.35% |
$7.64M - $23.3M
|
497K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
324K+ 199.25% |
$7.61M - $23.3M
|
487K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
309K+ 262.67% |
$7.26M - $22.2M
|
427K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
298K+ 205.97% |
$6.99M - $21.4M
|
442K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
297K+ 199.54% |
$6.99M - $21.3M
|
446K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
291K+ 203.56% |
$6.84M - $20.9M
|
434K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
288K+ 197.35% |
$6.76M - $20.6M
|
433K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
282KNew |
$6.62M - $20.2M
|
282K
$6.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
281K+ 214.55% |
$6.59M - $20.1M
|
411K
$10.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
271K+ 196.31% |
$6.36M - $19.4M
|
408K
$10M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
266KNew |
$6.26M - $19.1M
|
266K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
265K+ 250.96% |
$6.22M - $19M
|
370K
$9.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
262K+ 192.63% |
$6.15M - $18.8M
|
397K
$9.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
257K+ 197.49% |
$6.04M - $18.5M
|
387K
$9.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
253K+ 177.15% |
$5.95M - $18.2M
|
396K
$9.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
251K+ 129.42% |
$5.91M - $18M
|
446K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
250K+ 187.06% |
$5.87M - $17.9M
|
383K
$9.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
247K+ 211.35% |
$5.79M - $17.7M
|
363K
$8.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
243K+ 197.95% |
$5.72M - $17.5M
|
366K
$9M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
241K+ 230.07% |
$5.66M - $17.3M
|
346K
$8.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
240K+ 228.59% |
$5.64M - $17.2M
|
345K
$8.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
238K+ 249.56% |
$5.6M - $17.1M
|
334K
$8.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
238K+ 217.76% |
$5.6M - $17.1M
|
348K
$8.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
232K+ 205.67% |
$5.45M - $16.7M
|
345K
$8.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
230K+ 276.86% |
$5.41M - $16.5M
|
314K
$7.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
230K+ 211.21% |
$5.4M - $16.5M
|
339K
$8.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
229K+ 218.5% |
$5.39M - $16.5M
|
334K
$8.21M
|