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 13, 2021 Q1 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-101
- 1.98%
$4.52K - $5.3K
5K $122K
May 17, 2021 Q1 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-122
Closed
$5.46K - $6.4K
0 $0
May 06, 2021 Q1 2021
Altium Wealth Management LLC

SELL
 -
-128
- 1.19%
$5.73K - $6.71K
10.6K $260K
May 17, 2021 Q1 2021
Wellspring Financial Advisors, LLC

Cleveland, OH
SELL
 -
-156
- 2.06%
$6.98K - $8.18K
7.42K $182K
May 13, 2021 Q1 2021
Howe & Rusling Inc

Rochester, NY
SELL
 -
-245
- 3.72%
$11K - $12.9K
6.34K $155K
May 03, 2021 Q1 2021
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-401
Closed
$17.9K - $21K
0 $0
Apr 29, 2021 Q1 2021
Your Advocates Ltd., LLP

Houston, TX
SELL
 -
-447
- 0.31%
$20K - $23.4K
143K $3.49M
May 12, 2021 Q1 2021
Chilton Capital Management LLC

Houston, TX
SELL
 -
-520
- 10.41%
$23.3K - $27.3K
4.48K $109K
Mar 22, 2023 Q1 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-527
- 39.71%
$23.6K - $27.6K
800 $19.6K
May 03, 2021 Q1 2021
Asset Dedication, LLC

SELL
 -
-546
- 46.39%
$24.4K - $28.6K
631 $15.4K
May 13, 2021 Q1 2021
Blair William & CO

Chicago, IL
SELL
 -
-603
- 48.2%
$27K - $31.6K
648 $15.8K
May 11, 2021 Q1 2021
Bergan Kdv Wealth Management, LLC

SELL
 -
-648
Closed
$29K - $34K
0 $0
May 17, 2021 Q1 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-653
- 2.68%
$29.2K - $34.2K
23.7K $580K
May 17, 2021 Q1 2021
Asset Planning Corporation

SELL
 -
-665
- 2.44%
$29.8K - $34.9K
26.5K $649K
Apr 28, 2021 Q1 2021
Janiczek Wealth Management, LLC

SELL
 -
-672
- 2.11%
$30.1K - $35.2K
31.2K $762K
May 03, 2021 Q1 2021
Calton & Associates, Inc.

SELL
 -
-697
- 13.72%
$31.2K - $36.6K
4.38K $107K
May 17, 2021 Q1 2021
Financial Advisory Service, Inc.

SELL
 -
-751
- 3.95%
$33.6K - $39.4K
18.3K $446K
May 21, 2021 Q1 2021
Colony Group LLC

Boston, MA
SELL
 -
-831
- 1.64%
$37.2K - $43.6K
49.9K $1.22M
Apr 26, 2021 Q1 2021
Vista Wealth Management Group, LLC

SELL
 -
-836
- 4.63%
$37.4K - $43.8K
17.2K $421K
Apr 30, 2021 Q1 2021
Ifp Advisors, Inc

SELL
 -
-891
- 93.69%
$39.9K - $46.7K
60 $1.47K
Apr 23, 2021 Q1 2021
Harbor Group, Inc.

SELL
 -
-1.03K
- 3.26%
$46K - $53.9K
30.5K $746K
Apr 20, 2021 Q1 2021
Cabot Wealth Management Inc

SELL
 -
-1.04K
- 0.5%
$46.6K - $54.6K
206K $5.03M
Apr 05, 2024 Q1 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-1.08K
- 5.62%
$48.1K - $56.4K
18K $441K
May 04, 2021 Q1 2021
Savant Capital, LLC

SELL
 -
-1.09K
- 8.0%
$48.6K - $57K
12.5K $305K
May 24, 2021 Q1 2021
Advisory Services Network, LLC

SELL
 -
-1.13K
Closed
$50.6K - $59.3K
0 $0
May 11, 2021 Q1 2021
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-1.18K
- 3.28%
$52.8K - $61.9K
34.8K $851K
Apr 14, 2021 Q1 2021
Advisor Net Financial, Inc

SELL
 -
-1.19K
- 4.03%
$53.4K - $62.6K
28.4K $694K
Apr 23, 2021 Q1 2021
Foster Victor Wealth Advisors, LLC

SELL
 -
-1.24K
- 6.54%
$55.5K - $65K
17.7K $433K
May 10, 2021 Q1 2021
Reston Wealth Management LLC

SELL
 -
-1.29K
- 1.01%
$57.6K - $67.5K
126K $3.09M
May 17, 2021 Q1 2021
Financial Architects, Inc

Marlton, NJ
SELL
 -
-1.34K
- 1.34%
$60.1K - $70.5K
99.1K $2.42M
Apr 21, 2021 Q1 2021
Camelot Portfolios, LLC

SELL
 -
-1.65K
- 15.6%
$74K - $86.8K
8.95K $219K
May 17, 2021 Q1 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-1.73K
Closed
$77.4K - $90.7K
0 $0
May 10, 2021 Q1 2021
First National Corp

SELL
 -
-1.99K
- 4.94%
$89.1K - $104K
38.3K $937K
Apr 20, 2021 Q1 2021
Fortem Financial Group, LLC

SELL
 -
-2.35K
Closed
$105K - $123K
0 $0
May 26, 2021 Q1 2021
Droms Strauss Advisors Inc

St. Louis, MO
SELL
 -
-2.38K
- 3.07%
$107K - $125K
75.3K $1.84M
May 14, 2021 Q1 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-2.47K
- 22.91%
$110K - $129K
8.3K $203K
May 12, 2021 Q1 2021
Inter Ocean Capital Group, LLC

Nashville, TN
SELL
 -
-2.89K
- 35.82%
$129K - $151K
5.18K $127K
May 13, 2021 Q1 2021
Kavar Capital Partners Group, LLC

Leawood, KS
SELL
 -
-2.9K
- 6.66%
$130K - $152K
40.6K $993K
May 13, 2021 Q1 2021
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-3.42K
- 3.76%
$153K - $179K
87.4K $2.14M
Apr 28, 2021 Q1 2021
Sterling Financial Planning, Inc.

SELL
 -
-4.62K
- 4.19%
$207K - $242K
106K $2.58M
Apr 26, 2021 Q1 2021
Kanawha Capital Management LLC

SELL
 -
-4.63K
Closed
$207K - $243K
0 $0
May 11, 2021 Q1 2021
Maryland Capital Management

Towson, MD
SELL
 -
-4.85K
Closed
$217K - $254K
0 $0
Apr 12, 2021 Q1 2021
Valeo Financial Advisors, LLC

SELL
 -
-5.05K
- 11.0%
$226K - $265K
40.9K $1M
May 17, 2021 Q1 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-5.31K
Closed
$238K - $279K
0 $0
May 07, 2021 Q1 2021
Valley National Advisers Inc

SELL
 -
-6.03K
- 11.43%
$270K - $316K
46.8K $1.14M
May 10, 2021 Q1 2021
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-7.41K
- 2.95%
$331K - $388K
244K $5.96M
May 10, 2021 Q1 2021
Kestra Advisory Services, LLC

SELL
 -
-7.49K
- 3.28%
$335K - $393K
221K $5.4M
May 13, 2021 Q1 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-8.48K
Closed
$380K - $445K
0 $0
May 14, 2021 Q1 2021
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-8.57K
Closed
$384K - $450K
0 $0

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