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 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
88.7K+ 203.19% |
$2.08M - $6.37M
|
132K
$3.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
86.7K+ 207.29% |
$2.04M - $6.23M
|
129K
$3.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
86.4K+ 199.93% |
$2.03M - $6.2M
|
130K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
84K+ 198.08% |
$1.97M - $6.03M
|
126K
$3.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
83.3K+ 260.93% |
$1.96M - $5.98M
|
115K
$2.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
82.2K+ 242.82% |
$1.93M - $5.9M
|
116K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
81.6K+ 204.34% |
$1.92M - $5.86M
|
122K
$2.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
81.5K+ 247.16% |
$1.91M - $5.85M
|
114K
$2.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
79.3K+ 200.63% |
$1.86M - $5.69M
|
119K
$2.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
74.8K+ 197.58% |
$1.76M - $5.37M
|
113K
$2.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
74.6K+ 218.8% |
$1.75M - $5.35M
|
109K
$2.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
71.2KNew |
$1.67M - $5.11M
|
71.2K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
71.1K+ 200.37% |
$1.67M - $5.11M
|
107K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
70KNew |
$1.64M - $5.03M
|
70K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
69.2K+ 110.03% |
$1.62M - $4.96M
|
132K
$3.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
68.4K+ 198.72% |
$1.61M - $4.91M
|
103K
$2.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67.8K+ 269.38% |
$1.59M - $4.86M
|
92.9K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
67.1K+ 220.34% |
$1.58M - $4.81M
|
97.5K
$2.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
64.8K+ 195.4% |
$1.52M - $4.65M
|
97.9K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
64K+ 496.82% |
$1.5M - $4.59M
|
76.8K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
62.9KNew |
$1.48M - $4.51M
|
62.9K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
62.2KNew |
$1.46M - $4.46M
|
62.2K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
61.5K+ 201.04% |
$1.44M - $4.41M
|
92.1K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
60.9KNew |
$1.43M - $4.37M
|
60.9K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
59.8K+ 203.15% |
$1.4M - $4.29M
|
89.2K
$2.18M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
56.8K+ 198.71% |
$1.33M - $4.08M
|
85.4K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
56.4K+ 211.03% |
$1.32M - $4.05M
|
83.1K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
55.3K+ 194.23% |
$1.3M - $3.97M
|
83.7K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
53.8K+ 381.72% |
$1.26M - $3.86M
|
68K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.7K+ 217.59% |
$1.24M - $3.78M
|
77K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
52.1K+ 167.64% |
$1.22M - $3.74M
|
83.2K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50.4K+ 243.44% |
$1.18M - $3.62M
|
71.1K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
48.1K+ 470.46% |
$1.13M - $3.45M
|
58.3K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
47.5K+ 198.49% |
$1.11M - $3.41M
|
71.4K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47.1K+ 3.59% |
$1.11M - $3.38M
|
1.36M
$33.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
47K+ 207.73% |
$1.1M - $3.37M
|
69.6K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
46.6K+ 238.36% |
$1.1M - $3.35M
|
66.2K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
45.8K+ 200.02% |
$1.07M - $3.28M
|
68.6K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
42.4K+ 195.24% |
$997K - $3.05M
|
64.2K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
42.1K+ 189.74% |
$990K - $3.02M
|
64.3K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
42K+ 202.74% |
$987K - $3.01M
|
62.7K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
41.9K+ 200.0% |
$984K - $3.01M
|
62.9K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
41.6K+ 203.32% |
$977K - $2.98M
|
62K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
41.1K+ 864.9% |
$964K - $2.95M
|
45.8K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
40K+ 196.65% |
$940K - $2.87M
|
60.4K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
39.6K+ 200.0% |
$930K - $2.84M
|
59.4K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
39.4KNew |
$924K - $2.82M
|
39.4K
$962K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
38.2K+ 230.16% |
$898K - $2.74M
|
54.9K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
38.2K+ 201.02% |
$896K - $2.74M
|
57.1K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37.9KNew |
$890K - $2.72M
|
37.9K
$927K
|