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 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2K+ 40.0% |
$111K - $120K
|
7K
$171K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.97K+ 16.35% |
$109K - $118K
|
14K
$342K
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.94K+ 24.82% |
$108K - $116K
|
9.78K
$239K
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
1.92KNew |
$106K - $115K
|
1.92K
$47K
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.85K+ 33.05% |
$102K - $111K
|
7.43K
$182K
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
1.79KNew |
$99.2K - $107K
|
1.79K
$43.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.7K+ 5.05% |
$94K - $102K
|
35.2K
$862K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.63K+ 30.91% |
$90.4K - $97.7K
|
6.91K
$169K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.6K+ 7.53% |
$88.8K - $96K
|
22.9K
$559K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.59K+ 29.14% |
$88.3K - $95.4K
|
7.06K
$173K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.54K+ 37.1% |
$85.3K - $92.2K
|
5.69K
$139K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.52K+ 2721.43% |
$84.4K - $91.3K
|
1.58K
$38.6K
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.52K+ 31.08% |
$84.4K - $91.2K
|
6.42K
$157K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.29K+ 22.55% |
$71.5K - $77.3K
|
7.01K
$171K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.29K+ 59.21% |
$71.3K - $77K
|
3.46K
$84.5K
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.1K+ 1.29% |
$60.8K - $65.8K
|
86.3K
$2.11M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.04K+ 11.01% |
$57.7K - $62.4K
|
10.5K
$257K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.03K+ 2.21% |
$56.9K - $61.5K
|
47.4K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$55.4K - $59.9K
|
1K
$24.5K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
865New |
$47.9K - $51.8K
|
865
$21.1K
|
|
|
May 09, 2022
Q1 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
852+ 11.42% |
$47.2K - $51K
|
8.32K
$203K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
725New |
$40.2K - $43.4K
|
725
$17.7K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
690+ 218.35% |
$38.2K - $41.3K
|
1.01K
$24.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
683+ 0.76% |
$37.8K - $40.9K
|
90.9K
$2.22M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
606+ 6.64% |
$33.6K - $36.3K
|
9.73K
$238K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
542New |
$30K - $32.5K
|
542
$13.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
499+ 8.78% |
$27.6K - $29.9K
|
6.18K
$151K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
488+ 6.74% |
$27K - $29.2K
|
7.73K
$189K
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
476+ 12.36% |
$26.4K - $28.5K
|
4.33K
$106K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
471+ 6.24% |
$26.1K - $28.2K
|
8.02K
$196K
|
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
BUY
|
- |
453+ 0.2% |
$25.1K - $27.1K
|
225K
$5.51M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
449+ 6.95% |
$24.9K - $26.9K
|
6.91K
$169K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
424New |
$23.5K - $25.4K
|
424
$10.4K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
406+ 3.6% |
$22.5K - $24.3K
|
11.7K
$286K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
392New |
$21.7K - $23.5K
|
392
$9.58K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
392New |
$21.7K - $23.5K
|
392
$9.58K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
378+ 7.7% |
$20.9K - $22.6K
|
5.29K
$129K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
372+ 4.13% |
$20.6K - $22.3K
|
9.38K
$229K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
365+ 91.94% |
$20.2K - $21.9K
|
762
$18.6K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
355+ 710.0% |
$19.7K - $21.3K
|
405
$9.9K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
335New |
$18.6K - $20.1K
|
335
$8.19K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
323New |
$17.9K - $19.3K
|
323
$7.9K
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
290+ 0.81% |
$16.1K - $17.4K
|
36K
$879K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
274+ 201.47% |
$15.2K - $16.4K
|
410
$10K
|
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
227+ 0.38% |
$12.6K - $13.6K
|
60.1K
$1.47M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
210New |
$11.6K - $12.6K
|
210
$5.13K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
195New |
$10.8K - $11.7K
|
195
$4.77K
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
189+ 1.16% |
$10.5K - $11.3K
|
16.5K
$404K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
187+ 27.18% |
$10.4K - $11.2K
|
875
$21.4K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
185+ 3.0% |
$10.3K - $11.1K
|
6.36K
$155K
|