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 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.63K+ 200.0% |
$132K - $404K
|
8.44K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
5.54K+ 200.0% |
$130K - $398K
|
8.31K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.44K+ 208.95% |
$128K - $390K
|
8.04K
$197K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.21K+ 149.6% |
$122K - $374K
|
8.69K
$212K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5.12K+ 200.0% |
$120K - $368K
|
7.69K
$188K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.06K+ 200.0% |
$119K - $363K
|
7.58K
$185K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.86KNew |
$114K - $349K
|
4.86K
$119K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.86K+ 10.35% |
$114K - $348K
|
51.8K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
4.82K+ 201.38% |
$113K - $346K
|
7.21K
$176K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.72K+ 1296.15% |
$111K - $339K
|
5.08K
$124K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.34K+ 440.3% |
$102K - $311K
|
5.32K
$130K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.16KNew |
$97.7K - $298K
|
4.16K
$102K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
3.97K+ 200.0% |
$93.3K - $285K
|
5.96K
$146K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.95KNew |
$92.7K - $283K
|
3.95K
$96.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.95K+ 52.42% |
$92.7K - $283K
|
11.5K
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.64K+ 178.93% |
$85.6K - $261K
|
5.68K
$139K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
3.62K+ 18.69% |
$85K - $260K
|
23K
$562K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.59K+ 200.0% |
$84.4K - $258K
|
5.39K
$132K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.55K+ 200.0% |
$83.4K - $255K
|
5.33K
$130K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3.31K+ 724.51% |
$77.8K - $238K
|
3.77K
$92.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.23KNew |
$76K - $232K
|
3.23K
$79.1K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
3.13K+ 201.29% |
$73.6K - $225K
|
4.69K
$115K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.07K+ 133.3% |
$72.1K - $220K
|
5.37K
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.06K+ 200.0% |
$71.9K - $220K
|
4.59K
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.91K+ 200.0% |
$68.3K - $209K
|
4.36K
$107K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.84K+ 200.0% |
$66.7K - $204K
|
4.26K
$104K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.59K+ 200.0% |
$60.8K - $186K
|
3.89K
$95K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.46K+ 200.0% |
$57.7K - $176K
|
3.68K
$90.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.24K+ 200.0% |
$52.6K - $161K
|
3.36K
$82.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.12K+ 870.49% |
$49.9K - $152K
|
2.37K
$57.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.1KNew |
$49.3K - $151K
|
2.1K
$51.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.07K+ 0.51% |
$48.6K - $149K
|
411K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2K+ 200.0% |
$47.1K - $144K
|
3.01K
$73.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.93K+ 200.0% |
$45.2K - $138K
|
2.89K
$70.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.89KNew |
$44.3K - $135K
|
1.89K
$46.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.78K+ 4.66% |
$41.8K - $128K
|
39.9K
$975K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.72K+ 110.37% |
$40.5K - $124K
|
3.29K
$80.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.7K+ 200.0% |
$40K - $122K
|
2.55K
$62.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.68K+ 200.0% |
$39.5K - $121K
|
2.52K
$61.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.67K+ 201.33% |
$39.3K - $120K
|
2.5K
$61.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.59K+ 200.0% |
$37.3K - $114K
|
2.38K
$58.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.51KNew |
$35.4K - $108K
|
1.51K
$36.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.5KNew |
$35.2K - $108K
|
1.5K
$36.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.43K+ 200.0% |
$33.5K - $102K
|
2.14K
$52.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.42K+ 200.0% |
$33.3K - $102K
|
2.13K
$52K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.2K+ 201.85% |
$28.3K - $86.3K
|
1.8K
$44K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.19K+ 201.35% |
$28K - $85.5K
|
1.78K
$43.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.16K+ 201.04% |
$27.2K - $83K
|
1.73K
$42.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.12K+ 822.06% |
$26.3K - $80.2K
|
1.25K
$30.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.09K+ 700.64% |
$25.7K - $78.4K
|
1.25K
$30.5K
|