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 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.6K+ 200.02% |
$1.24M - $3.77M
|
78.9K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
52.1K+ 167.64% |
$1.22M - $3.74M
|
83.2K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50.4K+ 243.44% |
$1.18M - $3.62M
|
71.1K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
48.1K+ 470.46% |
$1.13M - $3.45M
|
58.3K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
48K+ 833.16% |
$1.13M - $3.45M
|
53.8K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
47.7K+ 220.01% |
$1.12M - $3.42M
|
69.4K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
47.5K+ 198.49% |
$1.11M - $3.41M
|
71.4K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
47.1KNew |
$1.11M - $3.38M
|
47.1K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47.1K+ 3.59% |
$1.11M - $3.38M
|
1.36M
$33.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
47K+ 207.73% |
$1.1M - $3.37M
|
69.6K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
46.6K+ 238.36% |
$1.1M - $3.35M
|
66.2K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
45.8K+ 200.02% |
$1.07M - $3.28M
|
68.6K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
45.3K+ 276.98% |
$1.06M - $3.25M
|
61.6K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42.6K+ 186.75% |
$1M - $3.06M
|
65.4K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
42.4K+ 195.24% |
$997K - $3.05M
|
64.2K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
42.1K+ 189.74% |
$990K - $3.02M
|
64.3K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
42.1K+ 234.0% |
$988K - $3.02M
|
60.1K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
42K+ 202.74% |
$987K - $3.01M
|
62.7K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
41.9K+ 200.0% |
$984K - $3.01M
|
62.9K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.9K+ 181.89% |
$984K - $3.01M
|
64.9K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
41.6K+ 203.32% |
$977K - $2.98M
|
62K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
41.1K+ 864.9% |
$964K - $2.95M
|
45.8K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
40.9KNew |
$960K - $2.93M
|
40.9K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.4K+ 393.37% |
$949K - $2.9M
|
50.7K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
40K+ 196.65% |
$940K - $2.87M
|
60.4K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
39.6K+ 200.0% |
$930K - $2.84M
|
59.4K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
39.4KNew |
$924K - $2.82M
|
39.4K
$966K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
38.2K+ 230.16% |
$898K - $2.74M
|
54.9K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
38.2K+ 201.02% |
$896K - $2.74M
|
57.1K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37.9KNew |
$890K - $2.72M
|
37.9K
$930K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
37.8K+ 200.0% |
$887K - $2.71M
|
56.7K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
37.4K+ 195.86% |
$878K - $2.68M
|
56.5K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
37.3K+ 209.69% |
$875K - $2.67M
|
55K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
37.1K+ 255.62% |
$871K - $2.66M
|
51.6K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
37K+ 233.35% |
$868K - $2.65M
|
52.8K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
36.4K+ 220.2% |
$855K - $2.61M
|
52.9K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
36.1K+ 176.54% |
$847K - $2.59M
|
56.5K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
36K+ 189.08% |
$845K - $2.58M
|
55K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35.8K+ 183.18% |
$842K - $2.57M
|
55.4K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
35.4K+ 174.44% |
$833K - $2.54M
|
55.8K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
35.1K+ 201.41% |
$826K - $2.52M
|
52.6K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
34.6K+ 282.9% |
$813K - $2.48M
|
46.8K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
34.2K+ 200.0% |
$803K - $2.45M
|
51.3K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
33.7K+ 213.34% |
$792K - $2.42M
|
49.5K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
33K+ 195.94% |
$775K - $2.37M
|
49.8K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
33KNew |
$774K - $2.37M
|
33K
$809K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
32.8K+ 92.5% |
$772K - $2.36M
|
68.4K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
32.4K+ 385.93% |
$760K - $2.32M
|
40.8K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
31.6K+ 174.06% |
$743K - $2.27M
|
49.8K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
31.5K+ 192.51% |
$739K - $2.26M
|
47.8K
$1.17M
|