Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.19K+ 201.35% |
$28K - $85.5K
|
1.78K
$44.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.16K+ 201.04% |
$27.2K - $83K
|
1.73K
$42.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.12K+ 822.06% |
$26.3K - $80.2K
|
1.25K
$31.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.09K+ 700.64% |
$25.7K - $78.4K
|
1.25K
$31K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
993+ 200.2% |
$23.3K - $71.3K
|
1.49K
$36.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
969New |
$22.8K - $69.5K
|
969
$24K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
969New |
$22.8K - $69.5K
|
969
$24K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
942+ 2190.7% |
$22.1K - $67.6K
|
985
$24.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
924New |
$21.7K - $66.3K
|
924
$22.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
902+ 200.0% |
$21.2K - $64.7K
|
1.35K
$33.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
895+ 201.12% |
$21K - $64.2K
|
1.34K
$33.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
790New |
$18.6K - $56.7K
|
790
$19.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
770+ 200.0% |
$18.1K - $55.3K
|
1.16K
$28.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
740+ 200.0% |
$17.4K - $53.1K
|
1.11K
$27.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
678+ 200.0% |
$15.9K - $48.7K
|
1.02K
$25.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
674+ 200.0% |
$15.8K - $48.4K
|
1.01K
$25.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
648New |
$15.2K - $46.5K
|
648
$16.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
572+ 200.7% |
$13.4K - $41.1K
|
857
$21.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
563+ 305.98% |
$13.2K - $40.4K
|
747
$18.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
557+ 277.11% |
$13.1K - $40K
|
758
$18.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
548+ 200.0% |
$12.9K - $39.3K
|
822
$20.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
530+ 200.0% |
$12.4K - $38K
|
795
$19.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
528+ 409.3% |
$12.4K - $37.9K
|
657
$16.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
526+ 201.53% |
$12.4K - $37.8K
|
787
$19.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
509+ 184.42% |
$12K - $36.5K
|
785
$19.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
500+ 200.0% |
$11.7K - $35.9K
|
750
$18.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
482+ 4.49% |
$11.3K - $34.6K
|
11.2K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
480+ 200.0% |
$11.3K - $34.4K
|
720
$17.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
466+ 200.0% |
$10.9K - $33.4K
|
699
$17.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
431New |
$10.1K - $30.9K
|
431
$10.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
430+ 200.0% |
$10.1K - $30.9K
|
645
$16K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
414+ 200.0% |
$9.72K - $29.7K
|
621
$15.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
413New |
$9.7K - $29.6K
|
413
$10.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
400+ 200.0% |
$9.4K - $28.7K
|
600
$14.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
358+ 200.0% |
$8.41K - $25.7K
|
537
$13.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
326+ 200.0% |
$7.66K - $23.4K
|
489
$12.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
316+ 200.0% |
$7.42K - $22.7K
|
474
$11.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
312New |
$7.33K - $22.4K
|
312
$7.74K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
307+ 3.51% |
$7.21K - $22K
|
9.06K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
300New |
$7.05K - $21.5K
|
300
$7.44K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
258+ 200.0% |
$6.06K - $18.5K
|
387
$9.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
250+ 200.0% |
$5.87K - $17.9K
|
375
$9.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
234+ 200.0% |
$5.5K - $16.8K
|
351
$8.71K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
232+ 200.0% |
$5.45K - $16.7K
|
348
$8.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
228+ 200.0% |
$5.36K - $16.4K
|
342
$8.49K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
211+ 200.95% |
$4.96K - $15.1K
|
316
$7.84K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
204+ 200.0% |
$4.79K - $14.6K
|
306
$7.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 200.0% |
$4.7K - $14.4K
|
300
$7.44K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
194+ 200.0% |
$4.56K - $13.9K
|
291
$7.22K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
190+ 200.0% |
$4.46K - $13.6K
|
285
$7.07K
|