Purchases and Sales Made in Q1 2022 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 2022. 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 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
10.4M
+ 165.5%
$576M - $623M
16.7M $408M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.34M
+ 6424.91%
$462M - $499M
8.47M $207M
May 16, 2022 Q1 2022
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
3.7M
+ 172.47%
$205M - $221M
5.84M $143M
May 13, 2022 Q1 2022
Cowa, LLC

Tulsa, OK
BUY
 -
3.59M
+ 31068.27%
$199M - $215M
3.6M $88M
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
1.28M
+ 170.12%
$70.9M - $76.6M
2.03M $49.7M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
509K
+ 115.29%
$28.2M - $30.5M
950K $23.2M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
465K
+ 88.31%
$25.7M - $27.8M
991K $24.2M
Apr 29, 2022 Q1 2022
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
459K
+ 57.69%
$25.4M - $27.5M
1.25M $30.7M
May 12, 2022 Q1 2022
Claraphi Advisory Network, LLC

BUY
 -
340K
New
$18.9M - $20.4M
340K $8.32M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
338K
+ 46.35%
$18.7M - $20.3M
1.07M $26.1M
May 10, 2022 Q1 2022
Tanglewood Wealth Management, Inc.

BUY
 -
256K
+ 73.66%
$14.2M - $15.3M
603K $14.8M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
253K
+ 19.63%
$14M - $15.2M
1.54M $37.7M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
235K
+ 63.01%
$13M - $14.1M
607K $14.8M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
232K
+ 17491.33%
$12.9M - $13.9M
233K $5.71M
May 10, 2022 Q1 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
217K
+ 41.21%
$12M - $13M
743K $18.2M
Apr 07, 2022 Q1 2022
Mc Adam, LLC

BUY
 -
180K
+ 9.47%
$9.95M - $10.8M
2.07M $50.7M
May 11, 2022 Q1 2022
Bms Financial Advisors, LLC

BUY
 -
169K
+ 179.72%
$9.34M - $10.1M
262K $6.42M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
144K
New
$8M - $8.65M
144K $3.53M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
133K
New
$7.39M - $7.99M
133K $3.26M
May 10, 2022 Q1 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
130K
+ 172.62%
$7.22M - $7.8M
206K $5.03M
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
129K
+ 28.16%
$7.16M - $7.74M
588K $14.4M
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
127K
+ 37.17%
$7.06M - $7.63M
470K $11.5M
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
122K
+ 143.45%
$6.77M - $7.32M
207K $5.07M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
122K
+ 42.2%
$6.74M - $7.28M
410K $10M
Apr 18, 2022 Q1 2022
Centennial Wealth Advisory LLC

BUY
 -
109K
+ 252.38%
$6.07M - $6.56M
153K $3.74M
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
87.7K
New
$4.86M - $5.25M
87.7K $2.14M
May 04, 2022 Q1 2022
Darwin Advisors, LLC

BUY
 -
87.6K
New
$4.85M - $5.25M
87.6K $2.14M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
85.1K
+ 91.76%
$4.71M - $5.09M
178K $4.35M
May 05, 2022 Q1 2022
Washington Trust Advisors, Inc.

BUY
 -
75.6K
+ 8.68%
$4.19M - $4.53M
946K $23.1M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
71.6K
+ 14.94%
$3.97M - $4.29M
551K $13.5M
Apr 20, 2022 Q1 2022
Gemmer Asset Management LLC

BUY
 -
70.6K
+ 16.33%
$3.91M - $4.23M
503K $12.3M
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
69.6K
+ 183.93%
$3.86M - $4.17M
107K $2.63M
Apr 13, 2022 Q1 2022
Ford Financial Group, LLC

BUY
 -
68.7K
New
$3.8M - $4.11M
68.7K $1.68M
Apr 21, 2022 Q1 2022
Empowered Funds, LLC

BUY
 -
66.5K
New
$3.68M - $3.98M
66.5K $1.63M
May 11, 2022 Q1 2022
Lee Financial CO

Dallas, TX
BUY
 -
66.1K
+ 12.69%
$3.66M - $3.96M
587K $14.3M
May 09, 2022 Q1 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
65.3K
+ 45.1%
$3.62M - $3.91M
210K $5.14M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
65.2K
+ 279.72%
$3.61M - $3.91M
88.5K $2.16M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
60.4K
+ 6.79%
$3.35M - $3.62M
950K $23.2M
Apr 20, 2022 Q1 2022
Prairiewood Capital, LLC

BUY
 -
58.3K
+ 28.95%
$3.23M - $3.49M
259K $6.34M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
56.3K
+ 141.46%
$3.12M - $3.37M
96.2K $2.35M
Apr 18, 2022 Q1 2022
Consilium Wealth Advisory, LLC

BUY
 -
47.4K
+ 76.36%
$2.62M - $2.84M
109K $2.68M
May 06, 2022 Q1 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
46.1K
+ 17.18%
$2.55M - $2.76M
314K $7.69M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
37K
+ 197.7%
$2.05M - $2.21M
55.6K $1.36M
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
35.6K
+ 90.34%
$1.97M - $2.13M
75K $1.83M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
35.2K
+ 67.2%
$1.95M - $2.11M
87.6K $2.14M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
33.2K
+ 127.28%
$1.84M - $1.99M
59.3K $1.45M
Apr 28, 2022 Q1 2022
Ashford Advisors, LLC

BUY
 -
30.2K
+ 6.54%
$1.67M - $1.81M
492K $12M
May 09, 2022 Q1 2022
Csenge Advisory Group

BUY
 -
29.7K
New
$1.65M - $1.78M
29.7K $727K
Aug 23, 2022 Q1 2022
Glassman Wealth Services

BUY
 -
29.2K
+ 2.25%
$1.62M - $1.75M
1.33M $32.5M

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