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 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
548+ 200.0% |
$12.9K - $39.3K
|
822
$21.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
530+ 200.0% |
$12.4K - $38K
|
795
$21.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
528+ 409.3% |
$12.4K - $37.9K
|
657
$17.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
526+ 201.53% |
$12.4K - $37.8K
|
787
$20.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
509+ 184.42% |
$12K - $36.5K
|
785
$20.9K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
502New |
$11.8K - $36K
|
502
$13.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
500+ 200.0% |
$11.7K - $35.9K
|
750
$19.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
482+ 4.49% |
$11.3K - $34.6K
|
11.2K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
480+ 200.0% |
$11.3K - $34.4K
|
720
$19.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
466+ 200.0% |
$10.9K - $33.4K
|
699
$18.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
431New |
$10.1K - $30.9K
|
431
$11.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
430+ 200.0% |
$10.1K - $30.9K
|
645
$17.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
414+ 200.0% |
$9.72K - $29.7K
|
621
$16.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
413New |
$9.7K - $29.6K
|
413
$11K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
400+ 200.0% |
$9.4K - $28.7K
|
600
$15.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
358+ 200.0% |
$8.41K - $25.7K
|
537
$14.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
326+ 200.0% |
$7.66K - $23.4K
|
489
$13K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
316+ 200.0% |
$7.42K - $22.7K
|
474
$12.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
312New |
$7.33K - $22.4K
|
312
$8.29K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
307+ 3.51% |
$7.21K - $22K
|
9.06K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
300New |
$7.05K - $21.5K
|
300
$7.97K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
258+ 200.0% |
$6.06K - $18.5K
|
387
$10.3K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
254+ 200.0% |
$5.97K - $18.2K
|
381
$10.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
250+ 200.0% |
$5.87K - $17.9K
|
375
$9.96K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
234+ 200.0% |
$5.5K - $16.8K
|
351
$9.33K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
232+ 200.0% |
$5.45K - $16.7K
|
348
$9.25K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
228+ 200.0% |
$5.36K - $16.4K
|
342
$9.09K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
211+ 200.95% |
$4.96K - $15.1K
|
316
$8.4K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
204+ 200.0% |
$4.79K - $14.6K
|
306
$8.13K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 200.0% |
$4.7K - $14.4K
|
300
$7.97K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
194+ 200.0% |
$4.56K - $13.9K
|
291
$7.73K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
190+ 200.0% |
$4.46K - $13.6K
|
285
$7.57K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
180+ 200.0% |
$4.23K - $12.9K
|
270
$7.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
168+ 200.0% |
$3.95K - $12.1K
|
252
$6.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
168New |
$3.95K - $12.1K
|
168
$4.46K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
168+ 0.1% |
$3.95K - $12.1K
|
170K
$4.51M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
156New |
$3.66K - $11.2K
|
156
$4.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
140+ 200.0% |
$3.29K - $10K
|
210
$5.58K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
126+ 200.0% |
$2.96K - $9.04K
|
189
$5.02K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
126+ 200.0% |
$2.96K - $9.04K
|
189
$5.02K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
119New |
$2.8K - $8.54K
|
119
$3.16K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
118+ 200.0% |
$2.77K - $8.47K
|
177
$4.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
108+ 200.0% |
$2.54K - $7.75K
|
162
$4.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
108+ 200.0% |
$2.54K - $7.75K
|
162
$4.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
96+ 200.0% |
$2.26K - $6.89K
|
144
$3.83K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
92+ 200.0% |
$2.16K - $6.6K
|
138
$3.67K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
88+ 162.96% |
$2.07K - $6.32K
|
142
$3.77K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
87New |
$2.04K - $6.24K
|
87
$2.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
86New |
$2.02K - $6.17K
|
86
$2.29K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
78+ 200.0% |
$1.83K - $5.6K
|
117
$3.11K
|
|