Purchases and Sales Made in Q1 2021 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 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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.94K+ 56.67% |
$221K - $259K
|
13.6K
$343K
|
|
|
May 07, 2021
Q1 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.93K+ 0.55% |
$221K - $259K
|
899K
$22.6M
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.87KNew |
$218K - $255K
|
4.87K
$122K
|
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.65KNew |
$208K - $244K
|
4.65K
$117K
|
|
|
May 13, 2021
Q1 2021
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
4.65KNew |
$208K - $244K
|
4.65K
$117K
|
|
|
May 12, 2021
Q1 2021
|
Brr Op Co, LLC
|
BUY
|
- |
4.58KNew |
$205K - $240K
|
4.58K
$115K
|
|
|
Apr 30, 2021
Q1 2021
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
4.57KNew |
$205K - $240K
|
4.57K
$115K
|
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.48KNew |
$200K - $235K
|
4.48K
$113K
|
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.43KNew |
$198K - $232K
|
4.43K
$111K
|
|
|
May 12, 2021
Q1 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.4KNew |
$197K - $231K
|
4.4K
$111K
|
|
|
May 05, 2021
Q1 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.37KNew |
$196K - $229K
|
4.37K
$110K
|
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
BUY
|
- |
4.36K+ 2.23% |
$195K - $229K
|
200K
$5.02M
|
|
|
May 12, 2021
Q1 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
4.32KNew |
$193K - $227K
|
4.32K
$109K
|
|
|
May 12, 2021
Q1 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
4.26K+ 4.77% |
$191K - $223K
|
93.5K
$2.35M
|
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.16K+ 18.64% |
$186K - $218K
|
26.5K
$666K
|
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.06KNew |
$182K - $213K
|
4.06K
$102K
|
|
|
May 17, 2021
Q1 2021
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
4.02KNew |
$180K - $211K
|
4.02K
$101K
|
|
|
May 12, 2021
Q1 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
4.01KNew |
$179K - $210K
|
4.01K
$101K
|
|
|
Apr 08, 2021
Q1 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
3.95KNew |
$177K - $207K
|
3.95K
$99.4K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.69KNew |
$165K - $194K
|
3.69K
$92.8K
|
|
|
May 11, 2021
Q1 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
3.65K+ 9.75% |
$163K - $192K
|
41.1K
$1.03M
|
|
|
Apr 23, 2021
Q1 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.51K+ 0.6% |
$157K - $184K
|
593K
$14.9M
|
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
3.41K+ 17.86% |
$153K - $179K
|
22.5K
$566K
|
|
|
Jun 07, 2022
Q1 2021
|
True North Advisors, LLC
|
BUY
|
- |
3.39K+ 19.67% |
$152K - $178K
|
20.6K
$519K
|
|
|
May 05, 2021
Q1 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.01K+ 1.9% |
$135K - $158K
|
162K
$4.07M
|
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.78KNew |
$124K - $146K
|
2.78K
$69.8K
|
|
|
May 06, 2021
Q1 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
2.56KNew |
$114K - $134K
|
2.56K
$64.3K
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
2.39K+ 0.7% |
$107K - $125K
|
344K
$8.65M
|
|
|
May 17, 2021
Q1 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.32K+ 42.27% |
$104K - $122K
|
7.8K
$196K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.18K+ 51.27% |
$97.7K - $115K
|
6.44K
$162K
|
|
|
May 27, 2021
Q1 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.79K+ 7.77% |
$79.9K - $93.6K
|
24.8K
$623K
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
BUY
|
- |
1.5K+ 0.12% |
$67K - $78.5K
|
1.27M
$32.1M
|
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.42K+ 31.12% |
$63.5K - $74.5K
|
5.98K
$150K
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.36K+ 2.54% |
$60.8K - $71.3K
|
54.8K
$1.38M
|
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
1.34K+ 4.55% |
$59.8K - $70.1K
|
30.7K
$773K
|
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.32K+ 59.41% |
$59K - $69.2K
|
3.54K
$89K
|
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.27K+ 9.79% |
$56.7K - $66.5K
|
14.2K
$357K
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.01KNew |
$45.2K - $52.9K
|
1.01K
$25.4K
|
|
|
May 06, 2021
Q1 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
954New |
$42.7K - $50K
|
954
$24K
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
771+ 10.95% |
$34.5K - $40.4K
|
7.81K
$196K
|
|
|
May 03, 2021
Q1 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
728+ 2.96% |
$32.6K - $38.2K
|
25.3K
$636K
|
|
|
Apr 20, 2021
Q1 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
679+ 3.68% |
$30.4K - $35.6K
|
19.1K
$481K
|
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
BUY
|
- |
652+ 459.15% |
$29.2K - $34.2K
|
794
$20K
|
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
564New |
$25.2K - $29.6K
|
564
$14.2K
|
|
|
May 14, 2021
Q1 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
518New |
$23.2K - $27.2K
|
518
$13K
|
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
517+ 6462.5% |
$23.1K - $27.1K
|
525
$13.2K
|
|
|
May 11, 2021
Q1 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
501+ 1.21% |
$22.4K - $26.3K
|
42.1K
$1.06M
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
450New |
$20.1K - $23.6K
|
450
$11.3K
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
439+ 2.24% |
$19.6K - $23K
|
20.1K
$505K
|
|
|
May 10, 2021
Q1 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
408+ 10.56% |
$18.3K - $21.4K
|
4.27K
$107K
|