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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
182New |
$10.1K - $10.9K
|
182
$4.45K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
178+ 1.75% |
$9.86K - $10.7K
|
10.4K
$254K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
168+ 1.92% |
$9.31K - $10.1K
|
8.94K
$219K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
153New |
$8.48K - $9.16K
|
153
$3.74K
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
148+ 0.62% |
$8.2K - $8.87K
|
23.9K
$585K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
137New |
$7.59K - $8.21K
|
137
$3.35K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
137New |
$7.59K - $8.21K
|
137
$3.35K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
130New |
$7.2K - $7.79K
|
130
$3.18K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
128+ 196.92% |
$7.09K - $7.67K
|
193
$4.72K
|
|
|
May 11, 2022
Q1 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
113+ 2.47% |
$6.26K - $6.77K
|
4.68K
$114K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
110+ 0.37% |
$6.1K - $6.59K
|
29.8K
$727K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
105+ 1.43% |
$5.82K - $6.29K
|
7.45K
$182K
|
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
92+ 2.19% |
$5.1K - $5.51K
|
4.29K
$105K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
89New |
$4.93K - $5.33K
|
89
$2.18K
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
85+ 2.13% |
$4.71K - $5.09K
|
4.07K
$99.6K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
83New |
$4.6K - $4.97K
|
83
$2.03K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
82+ 1.28% |
$4.54K - $4.91K
|
6.49K
$159K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
82+ 0.54% |
$4.54K - $4.91K
|
15.2K
$372K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
78+ 32.23% |
$4.32K - $4.67K
|
320
$7.82K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
72New |
$3.99K - $4.31K
|
72
$1.76K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
56+ 6.26% |
$3.1K - $3.35K
|
950
$23.2K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
55+ 110.0% |
$3.05K - $3.29K
|
105
$2.57K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
54+ 0.71% |
$2.99K - $3.23K
|
7.61K
$186K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50New |
$2.77K - $3K
|
50
$1.22K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 227.27% |
$2.77K - $3K
|
72
$1.76K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
46New |
$2.55K - $2.76K
|
46
$1.12K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45+ 0.69% |
$2.49K - $2.7K
|
6.56K
$160K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
38+ 0.15% |
$2.11K - $2.28K
|
24.7K
$604K
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
37+ 0.86% |
$2.05K - $2.22K
|
4.35K
$106K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$1.83K - $1.98K
|
33
$807
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
BUY
|
- |
31+ 0.4% |
$1.72K - $1.86K
|
7.74K
$189K
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 0.4% |
$1.72K - $1.86K
|
7.74K
$189K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
29+ 0.33% |
$1.61K - $1.74K
|
8.72K
$213K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
28New |
$1.55K - $1.68K
|
28
$685
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
25+ 0.05% |
$1.39K - $1.5K
|
46.9K
$1.15M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
19+ 3.13% |
$1.05K - $1.14K
|
626
$15.3K
|
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.4% |
$997 - $1.08K
|
4.57K
$112K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16+ 25.81% |
$887 - $958
|
78
$1.91K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
16+ 0.33% |
$887 - $958
|
4.92K
$120K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
12+ 10.53% |
$665 - $719
|
126
$3.08K
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
11+ 0.28% |
$610 - $659
|
4K
$97.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8+ 0.18% |
$443 - $479
|
4.36K
$107K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
7New |
$388 - $419
|
7
$171
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.37% |
$388 - $419
|
1.88K
$45.9K
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
6+ 0.4% |
$332 - $359
|
1.51K
$37K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5+ 0.04% |
$277 - $300
|
11.6K
$283K
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
5+ 0.1% |
$277 - $300
|
4.92K
$120K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2New |
$111 - $120
|
2
$48.9
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.24% |
$111 - $120
|
839
$20.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$55.4 - $59.9
|
1.5K
$36.7K
|