Purchases and Sales Made in Q1 2022 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 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
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.42KNew |
$300K - $325K
|
5.42K
$133K
|
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
5.33KNew |
$295K - $319K
|
5.33K
$130K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.3K+ 428.56% |
$294K - $317K
|
6.53K
$160K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5.2K+ 288.56% |
$288K - $311K
|
7K
$171K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5.16KNew |
$286K - $309K
|
5.16K
$126K
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.14KNew |
$285K - $308K
|
5.14K
$126K
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.12K+ 31.13% |
$284K - $307K
|
21.6K
$527K
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.88KNew |
$271K - $292K
|
4.88K
$119K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.88K+ 12.66% |
$270K - $292K
|
43.4K
$1.06M
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.86KNew |
$269K - $291K
|
4.86K
$119K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.82K+ 19.36% |
$267K - $289K
|
29.7K
$727K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.79K+ 13.16% |
$265K - $287K
|
41.2K
$1.01M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.79K+ 13.16% |
$265K - $287K
|
41.2K
$1.01M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.72KNew |
$261K - $283K
|
4.72K
$115K
|
|
|
May 10, 2022
Q1 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.67KNew |
$259K - $280K
|
4.67K
$114K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.63K+ 45.74% |
$257K - $277K
|
14.8K
$361K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.47KNew |
$248K - $268K
|
4.47K
$109K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
4.42KNew |
$245K - $265K
|
4.42K
$108K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.34K+ 5.58% |
$240K - $260K
|
82.1K
$2.01M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.34K+ 48.6% |
$240K - $260K
|
13.3K
$324K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.19K+ 19.35% |
$232K - $251K
|
25.8K
$632K
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.14KNew |
$229K - $248K
|
4.14K
$101K
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
4.14KNew |
$229K - $248K
|
4.14K
$101K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.06KNew |
$225K - $243K
|
4.06K
$99.3K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.01K+ 103.89% |
$222K - $240K
|
7.86K
$192K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.92K+ 20.33% |
$217K - $235K
|
23.2K
$567K
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.86KNew |
$214K - $231K
|
3.86K
$94.4K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.84K+ 187.42% |
$213K - $230K
|
5.9K
$144K
|
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3.84K+ 0.49% |
$213K - $230K
|
787K
$19.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.83KNew |
$212K - $229K
|
3.83K
$93.5K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.79K+ 10.25% |
$210K - $227K
|
40.7K
$996K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.71KNew |
$205K - $222K
|
3.71K
$90.6K
|
|
|
May 09, 2022
Q1 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.59KNew |
$199K - $215K
|
3.59K
$87.8K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.5KNew |
$194K - $209K
|
3.5K
$85.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
3.42K+ 83.43% |
$190K - $205K
|
7.53K
$184K
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.38K+ 14.43% |
$187K - $202K
|
26.8K
$655K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
3.36K+ 12.38% |
$186K - $201K
|
30.5K
$745K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.33KNew |
$185K - $200K
|
3.33K
$81.5K
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.31K+ 12.77% |
$183K - $198K
|
29.2K
$714K
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.22K+ 48.97% |
$179K - $193K
|
9.81K
$240K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.18K+ 3.55% |
$176K - $190K
|
92.7K
$2.27M
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3K+ 51.36% |
$166K - $179K
|
8.83K
$216K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.86K+ 19.71% |
$159K - $171K
|
17.4K
$425K
|
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
2.82K+ 0.81% |
$156K - $169K
|
351K
$8.59M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.75KNew |
$152K - $165K
|
2.75K
$67.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
2.61K+ 23.01% |
$144K - $156K
|
13.9K
$341K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.59K+ 9.64% |
$143K - $155K
|
29.4K
$720K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.32K+ 43.75% |
$128K - $139K
|
7.61K
$186K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.16K+ 123.58% |
$120K - $129K
|
3.91K
$95.5K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.1K+ 3.03% |
$116K - $125K
|
71.3K
$1.74M
|