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
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.8K+ 200.0% |
$207K - $632K
|
13.2K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
8.8K+ 200.0% |
$207K - $632K
|
13.2K
$324K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.7K+ 200.0% |
$204K - $625K
|
13.1K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.66K+ 200.0% |
$203K - $621K
|
13K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
8.59KNew |
$202K - $617K
|
8.59K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
8.41K+ 200.0% |
$198K - $604K
|
12.6K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.41K+ 235.79% |
$197K - $603K
|
12K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8.3KNew |
$195K - $596K
|
8.3K
$204K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8.17K+ 201.43% |
$192K - $586K
|
12.2K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.14K+ 200.12% |
$191K - $584K
|
12.2K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
8.02K+ 200.02% |
$188K - $575K
|
12K
$295K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.92K+ 100.22% |
$186K - $568K
|
15.8K
$388K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.91K+ 217.21% |
$186K - $568K
|
11.6K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.89K+ 178.52% |
$185K - $566K
|
12.3K
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7.7K+ 201.41% |
$181K - $552K
|
11.5K
$283K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7.47K+ 200.0% |
$175K - $536K
|
11.2K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.45K+ 200.0% |
$175K - $535K
|
11.2K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
7.45K+ 187.47% |
$175K - $535K
|
11.4K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
7.38K+ 200.0% |
$173K - $530K
|
11.1K
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
7.28K+ 193.87% |
$171K - $522K
|
11K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.23K+ 200.0% |
$170K - $519K
|
10.9K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
7.04K+ 199.72% |
$165K - $505K
|
10.6K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.94K+ 124.23% |
$163K - $498K
|
12.5K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.91K+ 200.0% |
$162K - $496K
|
10.4K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6.88K+ 139.12% |
$162K - $494K
|
11.8K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.75K+ 200.0% |
$159K - $485K
|
10.1K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.74K+ 176.33% |
$158K - $484K
|
10.6K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.74K+ 213.49% |
$158K - $484K
|
9.9K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.69K+ 212.78% |
$157K - $480K
|
9.84K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
6.64K+ 200.0% |
$156K - $477K
|
9.96K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6.56K+ 200.0% |
$154K - $471K
|
9.84K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.52K+ 200.0% |
$153K - $468K
|
9.78K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
6.51K+ 200.0% |
$153K - $467K
|
9.76K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
6.44K+ 220.45% |
$151K - $462K
|
9.35K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.41K+ 200.0% |
$151K - $460K
|
9.61K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.36K+ 200.0% |
$149K - $456K
|
9.54K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
6.27K+ 200.0% |
$147K - $450K
|
9.41K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
6.2K+ 200.0% |
$146K - $445K
|
9.3K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.12KNew |
$144K - $440K
|
6.12K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6.11K+ 1785.09% |
$143K - $438K
|
6.45K
$158K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
6.08K+ 200.0% |
$143K - $437K
|
9.13K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6K+ 200.0% |
$141K - $430K
|
8.99K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
5.99K+ 200.0% |
$141K - $430K
|
8.98K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.93K+ 200.1% |
$139K - $425K
|
8.89K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.88K+ 187.09% |
$138K - $422K
|
9.03K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.85K+ 198.1% |
$137K - $420K
|
8.8K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
5.82K+ 116.4% |
$137K - $418K
|
10.8K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.63K+ 200.0% |
$132K - $404K
|
8.44K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
5.54K+ 200.0% |
$130K - $398K
|
8.31K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
5.52KNew |
$130K - $396K
|
5.52K
$136K
|