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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
BUY
|
- |
385New |
$17.2K - $20.2K
|
385
$9.41K
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
378New |
$16.9K - $19.8K
|
378
$9.24K
|
|
|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
365+ 5.72% |
$16.3K - $19.1K
|
6.75K
$165K
|
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
359New |
$16.1K - $18.8K
|
359
$8.78K
|
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
332New |
$14.9K - $17.4K
|
332
$8.12K
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
314New |
$14.1K - $16.5K
|
314
$7.68K
|
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
303+ 50.0% |
$13.6K - $15.9K
|
909
$22.2K
|
|
|
Aug 06, 2024
Q1 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
303New |
$13.6K - $15.9K
|
303
$7.41K
|
|
|
May 13, 2021
Q1 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
206+ 0.12% |
$9.22K - $10.8K
|
176K
$4.3M
|
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
BUY
|
- |
191+ 5.53% |
$8.55K - $10K
|
3.65K
$89.2K
|
|
|
May 13, 2021
Q1 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
190New |
$8.5K - $9.97K
|
190
$4.65K
|
|
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
162New |
$7.25K - $8.5K
|
162
$3.96K
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
121+ 6.05% |
$5.41K - $6.35K
|
2.12K
$51.8K
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
103+ 0.74% |
$4.61K - $5.4K
|
14K
$343K
|
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
100New |
$4.48K - $5.25K
|
100
$2.45K
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
94New |
$4.21K - $4.93K
|
94
$2.3K
|
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
93+ 0.89% |
$4.16K - $4.88K
|
10.6K
$258K
|
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
BUY
|
- |
83+ 0.56% |
$3.71K - $4.35K
|
14.9K
$364K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
70New |
$3.13K - $3.67K
|
70
$1.71K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
BUY
|
- |
70New |
$3.13K - $3.67K
|
70
$1.71K
|
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
66New |
$2.95K - $3.46K
|
66
$1.61K
|
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
44+ 0.47% |
$1.97K - $2.31K
|
9.5K
$232K
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41+ 2.98% |
$1.83K - $2.15K
|
1.42K
$34.6K
|
|
|
Apr 22, 2021
Q1 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
30+ 0.13% |
$1.34K - $1.57K
|
22.7K
$556K
|
|
|
Apr 20, 2021
Q1 2021
|
Schwab Charitable Fund
|
BUY
|
- |
29+ 0.38% |
$1.3K - $1.52K
|
7.6K
$186K
|
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
24+ 0.37% |
$1.07K - $1.26K
|
6.57K
$161K
|
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22New |
$985 - $1.15K
|
22
$538
|
|
|
May 12, 2021
Q1 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18+ 0.09% |
$806 - $944
|
20.9K
$511K
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
14+ 1.0% |
$627 - $734
|
1.42K
$34.6K
|
|
|
Apr 26, 2021
Q1 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8+ 0.11% |
$358 - $420
|
7.59K
$186K
|
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
8New |
$358 - $420
|
8
$196
|
|
|
May 13, 2021
Q1 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.38% |
$313 - $367
|
1.85K
$45.2K
|
|
|
May 10, 2021
Q1 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
6+ 0.0% |
$269 - $315
|
620K
$15.1M
|
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
5+ 0.34% |
$224 - $262
|
1.49K
$36.3K
|
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.37% |
$134 - $157
|
807
$19.7K
|
|
|
May 17, 2021
Q1 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$44.8 - $52.5
|
5.87K
$144K
|
|
|
Apr 08, 2021
Q1 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.44% |
$44.8 - $52.5
|
228
$5.57K
|
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.0% |
$44.8 - $52.5
|
26.2K
$640K
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
1New |
$44.8 - $52.5
|
1
$24.5
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.58% |
$44.8 - $52.5
|
170
$4.16K
|
|
|
Apr 26, 2021
Q1 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 3.57% |
$89.5 - $105
|
54
$1.32K
|
|
|
Apr 26, 2021
Q1 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3- 7.14% |
$134 - $157
|
39
$954
|
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-14- 0.99% |
$627 - $734
|
1.4K
$34.3K
|
|
|
Apr 29, 2021
Q1 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-22- 0.49% |
$985 - $1.15K
|
4.45K
$109K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-34Closed |
$1.52K - $1.78K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-49- 1.58% |
$2.19K - $2.57K
|
3.06K
$74.8K
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-80- 1.0% |
$3.58K - $4.2K
|
7.9K
$193K
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-80Closed |
$3.58K - $4.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-100- 2.06% |
$4.48K - $5.25K
|
4.76K
$116K
|