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 11, 2022 Q1 2022
Us Bancorp \De\

BUY
 -
23K
+ 129.43%
$1.27M - $1.38M
40.7K $996K
May 16, 2022 Q1 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
20.1K
+ 197.35%
$1.11M - $1.2M
30.2K $739K
May 12, 2022 Q1 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
19.5K
+ 125.18%
$1.08M - $1.17M
35.1K $857K
Apr 19, 2022 Q1 2022
Burt Wealth Advisors

BUY
 -
19.4K
+ 10.12%
$1.08M - $1.16M
211K $5.17M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
19.1K
+ 82.27%
$1.06M - $1.15M
42.4K $1.04M
Apr 19, 2022 Q1 2022
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
18.5K
+ 6.36%
$1.03M - $1.11M
309K $7.56M
May 09, 2022 Q1 2022
Capital Advisors, Ltd. LLC

BUY
 -
18.5K
+ 8585.58%
$1.02M - $1.11M
18.7K $457K
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
18.3K
New
$1.01M - $1.1M
18.3K $447K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
16.8K
+ 41.21%
$930K - $1.01M
57.5K $1.41M
Apr 14, 2022 Q1 2022
Rhs Financial, LLC

BUY
 -
16.5K
+ 10.74%
$912K - $986K
170K $4.15M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
16.1K
+ 5.03%
$893K - $966K
337K $8.23M
May 03, 2022 Q1 2022
R. W. Roge & Company, Inc.

Bohemia, NY
BUY
 -
16K
+ 59.48%
$886K - $958K
42.9K $1.05M
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
16K
+ 86.46%
$885K - $957K
34.4K $842K
Apr 25, 2022 Q1 2022
Pacific Wealth Strategies Group, Inc.

BUY
 -
15.4K
+ 10.07%
$852K - $921K
168K $4.11M
Apr 14, 2022 Q1 2022
Cabot Wealth Management Inc

BUY
 -
15.2K
+ 6.27%
$843K - $912K
258K $6.31M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
14.8K
+ 17.05%
$817K - $884K
101K $2.48M
May 16, 2022 Q1 2022
Wescott Financial Advisory Group, LLC

BUY
 -
14.3K
New
$794K - $858K
14.3K $350K
May 13, 2022 Q1 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
13.6K
+ 60.82%
$753K - $814K
35.9K $879K
May 05, 2022 Q1 2022
Ifg Advisors, LLC

BUY
 -
11.9K
New
$661K - $715K
11.9K $292K
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
11.3K
+ 151.08%
$626K - $677K
18.8K $459K
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
11.1K
+ 6.58%
$614K - $664K
179K $4.39M
May 16, 2022 Q1 2022
Colony Group LLC

Boston, MA
BUY
 -
10.7K
+ 58.3%
$595K - $643K
29.2K $713K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
10.1K
+ 46.04%
$560K - $605K
32.1K $784K
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

BUY
 -
9.61K
New
$532K - $575K
9.61K $235K
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
9.47K
New
$524K - $567K
9.47K $231K
Apr 28, 2022 Q1 2022
Comerica Securities,Inc.

BUY
 -
9.23K
+ 51.24%
$511K - $553K
27.2K $666K
Apr 22, 2022 Q1 2022
Concorde Asset Management, LLC

BUY
 -
9.16K
+ 159.84%
$508K - $549K
14.9K $364K
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
8.53K
+ 67.59%
$472K - $511K
21.1K $517K
Apr 26, 2022 Q1 2022
Ieq Capital, LLC

BUY
 -
7.96K
New
$441K - $477K
7.96K $195K
May 16, 2022 Q1 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
7.83K
+ 63.69%
$434K - $469K
20.1K $492K
May 16, 2022 Q1 2022
Madison Wealth Management

Cincinnati, OH
BUY
 -
7.63K
+ 12.73%
$423K - $457K
67.5K $1.65M
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

BUY
 -
7.55K
New
$418K - $452K
7.55K $185K
May 13, 2022 Q1 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
7.44K
New
$412K - $446K
7.44K $182K
May 06, 2022 Q1 2022
Valley National Advisers Inc

BUY
 -
7.43K
+ 16.73%
$412K - $445K
51.8K $1.27M
Apr 19, 2022 Q1 2022
Resonant Capital Advisors, LLC

BUY
 -
7.42K
+ 2.58%
$411K - $445K
296K $7.23M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
7.34K
New
$407K - $440K
7.34K $179K
Apr 29, 2022 Q1 2022
Latitude Advisors, LLC

BUY
 -
7.22K
New
$400K - $433K
7.22K $177K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
6.97K
+ 55.65%
$386K - $418K
19.5K $477K
May 06, 2022 Q1 2022
Johnson Bixby & Associates, LLC

BUY
 -
6.83K
New
$378K - $409K
6.83K $167K
May 03, 2022 Q1 2022
Firestone Capital Management

BUY
 -
6.65K
+ 2.86%
$368K - $398K
239K $5.84M
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
6.59K
+ 6.92%
$365K - $395K
102K $2.49M
May 05, 2022 Q1 2022
Cambridge Advisors Inc.

BUY
 -
6.56K
+ 21.22%
$363K - $393K
37.4K $916K
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
6.48K
+ 175.3%
$359K - $388K
10.2K $249K
May 06, 2022 Q1 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
6.47K
New
$359K - $388K
6.47K $158K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
6.26K
+ 18.32%
$347K - $375K
40.4K $989K
May 10, 2022 Q1 2022
Lion Street Advisors, LLC

BUY
 -
6.02K
+ 158.03%
$334K - $361K
9.83K $240K
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
5.88K
+ 111.64%
$326K - $352K
11.1K $272K
May 16, 2022 Q1 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
5.51K
+ 551.0%
$305K - $330K
6.51K $159K
Jul 17, 2024 Q1 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
5.48K
+ 288.43%
$304K - $328K
7.38K $181K

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