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
|
Whittier Trust CO
|
BUY
|
- |
13.2KNew |
$309K - $944K
|
13.2K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.1K+ 202.69% |
$308K - $940K
|
19.6K
$480K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
13KNew |
$306K - $936K
|
13K
$320K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13KNew |
$306K - $935K
|
13K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
13K+ 200.0% |
$306K - $935K
|
19.5K
$480K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.9K+ 197.46% |
$303K - $925K
|
19.4K
$476K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
12.7K+ 200.0% |
$299K - $913K
|
19.1K
$469K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
12.7K+ 200.0% |
$298K - $909K
|
19K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
12.6K+ 154.03% |
$296K - $905K
|
20.8K
$510K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.2K+ 193.52% |
$288K - $879K
|
18.6K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
12K+ 203.79% |
$282K - $860K
|
17.9K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
11.9K+ 200.0% |
$280K - $857K
|
17.9K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11.7K+ 193.61% |
$276K - $842K
|
17.8K
$437K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
11.6K+ 185.85% |
$272K - $830K
|
17.8K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
11.4K+ 198.78% |
$268K - $820K
|
17.2K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.3KNew |
$265K - $810K
|
11.3K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
11.2K+ 200.0% |
$263K - $805K
|
16.8K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11.1K+ 239.61% |
$260K - $795K
|
15.7K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11K+ 200.0% |
$259K - $791K
|
16.5K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11K+ 2664.56% |
$258K - $788K
|
11.4K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.6KNew |
$248K - $759K
|
10.6K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
10.6KNew |
$248K - $758K
|
10.6K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
10.5K+ 200.0% |
$247K - $754K
|
15.8K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.4K+ 203.25% |
$245K - $749K
|
15.6K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 201.18% |
$244K - $746K
|
15.6K
$382K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10.4K+ 199.42% |
$243K - $743K
|
15.6K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$242K - $739K
|
10.3K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
10.2KNew |
$241K - $735K
|
10.2K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
10K+ 198.18% |
$236K - $720K
|
15.1K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.81K+ 201.48% |
$230K - $704K
|
14.7K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
9.8K+ 192.04% |
$230K - $703K
|
14.9K
$366K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
9.58KNew |
$225K - $687K
|
9.58K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
9.5K+ 201.4% |
$223K - $682K
|
14.2K
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
9.48K+ 212.05% |
$223K - $681K
|
14K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9.48K+ 320.66% |
$223K - $681K
|
12.4K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.32K+ 151.35% |
$219K - $669K
|
15.5K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
9.32K+ 200.0% |
$219K - $669K
|
14K
$343K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9.27KNew |
$218K - $665K
|
9.27K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
9.24K+ 131.5% |
$217K - $663K
|
16.3K
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
9.15K+ 200.0% |
$215K - $657K
|
13.7K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
9.13K+ 281.57% |
$215K - $656K
|
12.4K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.12KNew |
$214K - $654K
|
9.12K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.11K+ 214.86% |
$214K - $654K
|
13.4K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
9.1K+ 209.68% |
$214K - $653K
|
13.4K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.03K+ 269.67% |
$212K - $648K
|
12.4K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.02K+ 200.0% |
$212K - $648K
|
13.5K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8.96K+ 200.72% |
$211K - $643K
|
13.4K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
8.89K+ 200.75% |
$209K - $638K
|
13.3K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
8.83K+ 201.19% |
$207K - $633K
|
13.2K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
8.81KNew |
$207K - $632K
|
8.81K
$216K
|