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
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-49- 0.69% |
$2.98K - $3.3K
|
7.09K
$173K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 0.54% |
$3.04K - $3.37K
|
9.19K
$225K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-52- 2.82% |
$3.17K - $3.5K
|
1.79K
$43.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-62- 17.97% |
$3.78K - $4.18K
|
283
$6.92K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-62- 49.6% |
$3.78K - $4.18K
|
63
$1.54K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-67- 0.64% |
$4.08K - $4.52K
|
10.4K
$255K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-91- 72.8% |
$5.54K - $6.13K
|
34
$831
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-94- 17.54% |
$5.72K - $6.33K
|
442
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-104- 40.94% |
$6.33K - $7.01K
|
150
$3.67K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-107- 3.16% |
$6.52K - $7.21K
|
3.28K
$80.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-117- 0.51% |
$7.12K - $7.88K
|
22.8K
$557K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-120- 1.38% |
$7.31K - $8.09K
|
8.56K
$209K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-127- 1.55% |
$7.73K - $8.56K
|
8.06K
$197K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-136- 1.54% |
$8.28K - $9.17K
|
8.67K
$212K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-151- 68.33% |
$9.19K - $10.2K
|
70
$1.71K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-164- 5.03% |
$9.99K - $11.1K
|
3.1K
$75.7K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-165- 0.55% |
$10K - $11.1K
|
29.6K
$724K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-166- 32.87% |
$10.1K - $11.2K
|
339
$8.29K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-178- 0.73% |
$10.8K - $12K
|
24.3K
$593K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-188- 0.19% |
$11.4K - $12.7K
|
97K
$2.37M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-195- 0.44% |
$11.9K - $13.1K
|
44.3K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-207- 5.18% |
$12.6K - $13.9K
|
3.79K
$92.7K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-224- 1.18% |
$13.6K - $15.1K
|
18.7K
$457K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-272- 38.15% |
$16.6K - $18.3K
|
441
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-277- 35.02% |
$16.9K - $18.7K
|
514
$12.6K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-285- 7.56% |
$17.4K - $19.2K
|
3.49K
$85.3K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-310- 4.25% |
$18.9K - $20.9K
|
6.99K
$171K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-352- 3.4% |
$21.4K - $23.7K
|
10K
$245K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-376- 6.25% |
$22.9K - $25.3K
|
5.64K
$138K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-406- 2.08% |
$24.7K - $27.4K
|
19.1K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-407- 7.29% |
$24.8K - $27.4K
|
5.17K
$126K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-421- 26.18% |
$25.6K - $28.4K
|
1.19K
$29K
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-448- 0.67% |
$27.3K - $30.2K
|
66K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-495- 2.78% |
$30.1K - $33.4K
|
17.3K
$424K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-521- 7.86% |
$31.7K - $35.1K
|
6.11K
$149K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-527- 0.53% |
$32.1K - $35.5K
|
98.2K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-562- 6.71% |
$34.2K - $37.9K
|
7.82K
$191K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-575- 68.62% |
$35K - $38.7K
|
263
$6.43K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-596- 34.23% |
$36.3K - $40.2K
|
1.15K
$28K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-604- 4.78% |
$36.8K - $40.7K
|
12K
$294K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-645- 7.46% |
$39.3K - $43.5K
|
8K
$196K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-654- 26.52% |
$39.8K - $44.1K
|
1.81K
$44.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-750- 1.01% |
$45.7K - $50.5K
|
73.3K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-750- 1.87% |
$45.7K - $50.5K
|
39.4K
$962K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-758- 8.09% |
$46.2K - $51.1K
|
8.62K
$211K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-760- 2.67% |
$46.3K - $51.2K
|
27.7K
$678K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-783- 9.46% |
$47.7K - $52.8K
|
7.49K
$183K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-788- 5.23% |
$48K - $53.1K
|
14.3K
$349K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-807- 13.8% |
$49.1K - $54.4K
|
5.04K
$123K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-828- 20.99% |
$50.4K - $55.8K
|
3.12K
$76.2K
|