Purchases and Sales Made in Q1 2024 in Schwab Fundamental U S Large C (FNDX)
This table provides information about the institutional ownership of Schwab Fundamental U S Large C (FNDX) during Q1 2024. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL U S LARGE C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
703+ 18.0% |
$42.8K - $47.4K
|
4.61K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
678+ 3.68% |
$41.3K - $45.7K
|
19.1K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
650+ 13.31% |
$39.6K - $43.8K
|
5.54K
$135K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
622New |
$37.9K - $41.9K
|
622
$15.2K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
607New |
$37K - $40.9K
|
607
$14.8K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
582+ 0.14% |
$35.4K - $39.2K
|
421K
$10.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
572+ 8.8% |
$34.8K - $38.5K
|
7.07K
$173K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
548+ 3.17% |
$33.4K - $36.9K
|
17.8K
$436K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
491+ 8.08% |
$29.9K - $33.1K
|
6.57K
$161K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
480+ 10.11% |
$29.2K - $32.3K
|
5.23K
$128K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
455+ 232.14% |
$27.7K - $30.7K
|
651
$15.9K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
455+ 18.97% |
$27.7K - $30.7K
|
2.85K
$69.8K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
450New |
$27.4K - $30.3K
|
450
$11K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
448+ 13.75% |
$27.3K - $30.2K
|
3.71K
$90.6K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
447New |
$27.2K - $30.1K
|
447
$10.9K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
446New |
$27.2K - $30.1K
|
446
$10.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
433+ 1.08% |
$26.4K - $29.2K
|
40.7K
$995K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
409New |
$24.9K - $27.6K
|
409
$10K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
409+ 3.57% |
$24.9K - $27.6K
|
11.9K
$290K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
381+ 245.81% |
$23.2K - $25.7K
|
536
$13.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
375+ 8.98% |
$22.8K - $25.3K
|
4.55K
$111K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
362+ 2.61% |
$22K - $24.4K
|
14.2K
$348K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
357+ 6.36% |
$21.7K - $24.1K
|
5.97K
$146K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
348+ 0.49% |
$21.2K - $23.5K
|
71.9K
$1.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
334+ 0.77% |
$20.3K - $22.5K
|
43.9K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
309New |
$18.8K - $20.8K
|
309
$7.56K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
287+ 21.43% |
$17.5K - $19.3K
|
1.63K
$39.8K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
287+ 275.96% |
$17.5K - $19.3K
|
391
$9.56K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
273+ 12.83% |
$16.6K - $18.4K
|
2.4K
$58.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
246+ 16.31% |
$15K - $16.6K
|
1.75K
$42.9K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
239+ 3.32% |
$14.6K - $16.1K
|
7.44K
$182K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
227New |
$13.8K - $15.3K
|
227
$5.55K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
222+ 0.96% |
$13.5K - $15K
|
23.3K
$570K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
222+ 1.57% |
$13.5K - $15K
|
14.3K
$351K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
219New |
$13.3K - $14.8K
|
219
$5.35K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
175+ 1.73% |
$10.7K - $11.8K
|
10.3K
$252K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
165+ 9.76% |
$10K - $11.1K
|
1.86K
$45.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
160+ 1.36% |
$9.74K - $10.8K
|
11.9K
$291K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
154+ 2.55% |
$9.38K - $10.4K
|
6.2K
$152K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
143+ 10.05% |
$8.71K - $9.64K
|
1.57K
$38.3K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
125+ 3.48% |
$7.61K - $8.42K
|
3.72K
$91K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
110+ 4.29% |
$6.7K - $7.41K
|
2.67K
$65.3K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
106New |
$6.45K - $7.14K
|
106
$2.59K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
99+ 33.56% |
$6.03K - $6.67K
|
394
$9.63K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
96+ 0.78% |
$5.85K - $6.47K
|
12.4K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
78New |
$4.75K - $5.26K
|
78
$1.91K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
70New |
$4.26K - $4.72K
|
70
$1.71K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
63New |
$3.84K - $4.25K
|
63
$1.54K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
61+ 1.06% |
$3.71K - $4.11K
|
5.82K
$142K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
57New |
$3.47K - $3.84K
|
57
$1.39K
|