Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
13.6KNew |
$871K - $922K
|
13.6K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$834K - $882K
|
13.1K
$319K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13KNew |
$832K - $880K
|
13K
$319K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
12.8K+ 13.97% |
$818K - $865K
|
104K
$2.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
12.8K+ 15.83% |
$814K - $861K
|
93.3K
$2.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.5K+ 1.83% |
$799K - $845K
|
695K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 2.52% |
$776K - $821K
|
495K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.1K+ 8.14% |
$775K - $820K
|
161K
$3.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
12.1K+ 22.33% |
$771K - $815K
|
66.1K
$1.62M
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
12KNew |
$766K - $811K
|
12K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11.5KNew |
$734K - $776K
|
11.5K
$281K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.4K+ 2.7% |
$728K - $770K
|
433K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11KNew |
$703K - $744K
|
11K
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
10.6KNew |
$679K - $718K
|
10.6K
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
10.4KNew |
$666K - $705K
|
10.4K
$255K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.4K+ 83.52% |
$665K - $704K
|
22.9K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.1K+ 12.5% |
$646K - $683K
|
91K
$2.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
9.66K+ 0.65% |
$617K - $653K
|
1.49M
$36.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.61K+ 14.03% |
$614K - $649K
|
78.1K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.73K+ 0.95% |
$557K - $589K
|
924K
$22.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.57K+ 27.52% |
$547K - $579K
|
39.7K
$971K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.46KNew |
$540K - $571K
|
8.46K
$207K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
8.18KNew |
$523K - $553K
|
8.18K
$200K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8.16K+ 2.2% |
$521K - $551K
|
380K
$9.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
8.06KNew |
$515K - $545K
|
8.06K
$197K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7.98K+ 1.8% |
$510K - $539K
|
450K
$11M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.89KNew |
$504K - $533K
|
7.89K
$193K
|
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
BUY
|
- |
7.78K+ 2.67% |
$497K - $525K
|
299K
$7.31M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.75K+ 25.54% |
$495K - $523K
|
38.1K
$931K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
7.65K+ 7.79% |
$489K - $517K
|
106K
$2.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.58K+ 11.55% |
$484K - $512K
|
73.2K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.14K+ 1433.33% |
$456K - $482K
|
7.64K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.99K+ 31.52% |
$447K - $472K
|
29.2K
$713K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
6.48KNew |
$414K - $438K
|
6.48K
$158K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.48KNew |
$414K - $438K
|
6.48K
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.44K+ 28.25% |
$411K - $435K
|
29.2K
$715K
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6.4KNew |
$409K - $432K
|
6.4K
$156K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.38K+ 2.73% |
$408K - $431K
|
241K
$5.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.23K+ 139.61% |
$398K - $421K
|
10.7K
$261K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
6.19K+ 2.55% |
$395K - $418K
|
249K
$6.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.18K+ 20.03% |
$395K - $417K
|
37K
$905K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
6.12K+ 4.58% |
$391K - $414K
|
140K
$3.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
5.63K+ 4.37% |
$360K - $381K
|
135K
$3.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.6K+ 1.98% |
$358K - $378K
|
289K
$7.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.59K+ 6.64% |
$357K - $377K
|
89.7K
$2.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5.45K+ 12.74% |
$348K - $368K
|
48.2K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.4K+ 11.47% |
$345K - $365K
|
52.5K
$1.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.27KNew |
$337K - $356K
|
5.27K
$129K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
5.14K+ 1.26% |
$329K - $347K
|
412K
$10.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
5.14K+ 0.77% |
$328K - $347K
|
670K
$16.4M
|