Purchases and Sales Made in Q1 2021 in Schwab Fundamental U S Large C (FNDX)

FNDX Quotes by TradingView

This table provides information about the institutional ownership of Schwab Fundamental U S Large C (FNDX) during Q1 2021. 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
May 17, 2021 Q1 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
2.15M
+ 2.65%
$96.2M - $113M
83.2M $2.04B
May 11, 2021 Q1 2021
Ashford Advisors, LLC

BUY
 -
290K
New
$13M - $15.2M
290K $7.08M
Apr 29, 2021 Q1 2021
Tanglewood Wealth Management, Inc.

BUY
 -
289K
New
$12.9M - $15.2M
289K $7.07M
May 17, 2021 Q1 2021
Truist Financial Corp

BUY
 -
277K
+ 2766.0%
$12.4M - $14.5M
287K $7.02M
May 14, 2021 Q1 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
179K
+ 526.91%
$7.99M - $9.37M
213K $5.2M
Apr 12, 2021 Q1 2021
Jackson Wealth Management, LLC

BUY
 -
145K
New
$6.49M - $7.61M
145K $3.55M
May 07, 2021 Q1 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
136K
+ 1896.31%
$6.08M - $7.12M
143K $3.5M
Apr 14, 2021 Q1 2021
Charles Schwab Trust CO

BUY
 -
113K
+ 34.38%
$5.04M - $5.91M
440K $10.8M
May 10, 2021 Q1 2021
Callan Capital, LLC

La Jolla, CA
BUY
 -
73.2K
+ 26.27%
$3.28M - $3.84M
352K $8.61M
May 04, 2021 Q1 2021
Envestnet Asset Management Inc

BUY
 -
70.8K
+ 82.68%
$3.17M - $3.71M
156K $3.82M
May 13, 2021 Q1 2021
Lee Financial CO

Dallas, TX
BUY
 -
51.1K
+ 425433.34%
$2.28M - $2.68M
51.1K $1.25M
Jan 08, 2024 Q1 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
49.7K
New
$2.23M - $2.61M
49.7K $1.22M
May 12, 2021 Q1 2021
Prudential Financial Inc

Newark, NJ
BUY
 -
49K
New
$2.19M - $2.57M
49K $1.2M
May 12, 2021 Q1 2021
Ubs Group Ag

BUY
 -
48.9K
+ 19.23%
$2.19M - $2.56M
303K $7.41M
May 17, 2021 Q1 2021
Wealthspire Advisors, LLC

New York, NY
BUY
 -
46.7K
New
$2.09M - $2.45M
46.7K $1.14M
May 06, 2021 Q1 2021
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
46.4K
+ 37.96%
$2.08M - $2.44M
169K $4.13M
Apr 19, 2021 Q1 2021
Moller Financial Services

BUY
 -
42.3K
+ 23.6%
$1.89M - $2.22M
221K $5.42M
Dec 19, 2024 Q1 2021
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
42.1K
+ 370.56%
$1.88M - $2.21M
53.4K $1.31M
May 07, 2021 Q1 2021
Mariner, LLC

Overland Park, KS
BUY
 -
38.2K
+ 87.72%
$1.71M - $2M
81.7K $2M
May 04, 2021 Q1 2021
Commonwealth Equity Services, LLC

BUY
 -
34K
+ 35.35%
$1.52M - $1.78M
130K $3.18M
Apr 28, 2021 Q1 2021
Resonant Capital Advisors, LLC

BUY
 -
32.7K
+ 6.19%
$1.46M - $1.72M
561K $13.7M
May 21, 2021 Q1 2021
Spire Wealth Management

BUY
 -
32.1K
New
$1.44M - $1.69M
32.1K $786K
Apr 19, 2021 Q1 2021
Bartlett & Co. LLC

BUY
 -
31.9K
+ 17.08%
$1.43M - $1.68M
219K $5.35M
Feb 13, 2024 Q1 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
31.9K
+ 17.08%
$1.43M - $1.68M
219K $5.35M
May 17, 2021 Q1 2021
Rhs Financial, LLC

BUY
 -
27K
+ 89.41%
$1.21M - $1.42M
57.3K $1.4M
Sep 23, 2021 Q1 2021
Systelligence, LLC

BUY
 -
26.2K
+ 55.71%
$1.17M - $1.38M
73.3K $1.79M
Apr 20, 2021 Q1 2021
Gemmer Asset Management LLC

BUY
 -
24.3K
+ 26.21%
$1.09M - $1.28M
117K $2.86M
Apr 26, 2021 Q1 2021
Pacific Wealth Strategies Group, Inc.

BUY
 -
23K
+ 21.28%
$1.03M - $1.21M
131K $3.2M
May 17, 2021 Q1 2021
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
19.9K
+ 78.66%
$890K - $1.04M
45.2K $1.1M
May 12, 2021 Q1 2021
Cibc Private Wealth Group, LLC

BUY
 -
19.4K
New
$866K - $1.02M
19.4K $473K
Apr 13, 2021 Q1 2021
Prairiewood Capital, LLC

BUY
 -
17.3K
+ 11.3%
$776K - $909K
171K $4.18M
May 12, 2021 Q1 2021
Comerica Securities,Inc.

BUY
 -
16.6K
New
$742K - $870K
16.6K $406K
May 17, 2021 Q1 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
11.3K
+ 45.22%
$505K - $592K
36.3K $886K
Apr 19, 2021 Q1 2021
Appleton Partners Inc

BUY
 -
10.4K
New
$465K - $545K
10.4K $254K
May 12, 2021 Q1 2021
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
8.64K
+ 4.41%
$387K - $453K
204K $5M
May 17, 2021 Q1 2021
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
8.18K
New
$366K - $429K
8.18K $200K
May 13, 2021 Q1 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.05K
+ 7.19%
$360K - $422K
120K $2.93M
May 10, 2021 Q1 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
7.52K
New
$336K - $394K
7.52K $184K
May 14, 2021 Q1 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
7.22K
+ 83.89%
$323K - $379K
15.8K $387K
May 11, 2021 Q1 2021
Svb Wealth LLC

Boston, MA
BUY
 -
7.14K
New
$320K - $375K
7.14K $175K
Apr 15, 2021 Q1 2021
Burt Wealth Advisors

BUY
 -
6.47K
+ 4.29%
$290K - $339K
157K $3.85M
Apr 22, 2021 Q1 2021
Private Advisor Group, LLC

BUY
 -
6.36K
New
$285K - $334K
6.36K $156K
May 13, 2021 Q1 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
5.87K
New
$263K - $308K
5.87K $143K
May 10, 2021 Q1 2021
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
5.82K
+ 1393.06%
$261K - $305K
6.24K $153K
May 17, 2021 Q1 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
5.64K
+ 123.27%
$252K - $296K
10.2K $250K
Apr 27, 2021 Q1 2021
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
5.22K
New
$234K - $274K
5.22K $128K
May 14, 2021 Q1 2021
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
5.17K
New
$231K - $271K
5.17K $126K
Apr 26, 2021 Q1 2021
Foster & Motley Inc

Cincinnati, OH
BUY
 -
5.14K
+ 6.43%
$230K - $270K
85.1K $2.08M
Apr 27, 2021 Q1 2021
Janney Montgomery Scott LLC

BUY
 -
5.02K
New
$225K - $264K
5.02K $123K

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