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 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.68% |
$55.4 - $59.9
|
149
$3.64K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.28% |
$55.4 - $59.9
|
356
$8.7K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8- 0.21% |
$443 - $479
|
3.82K
$93.4K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-12- 0.09% |
$665 - $719
|
13K
$317K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-15- 0.04% |
$831 - $899
|
35.7K
$873K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-18- 4.68% |
$997 - $1.08K
|
367
$8.97K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-20Closed |
$1.11K - $1.2K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-25- 1.7% |
$1.39K - $1.5K
|
1.44K
$35.3K
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-28Closed |
$1.55K - $1.68K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-40Closed |
$2.22K - $2.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-45Closed |
$2.49K - $2.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-63- 24.9% |
$3.49K - $3.77K
|
190
$4.65K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-64Closed |
$3.55K - $3.83K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-68Closed |
$3.77K - $4.07K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-89- 0.52% |
$4.93K - $5.33K
|
17.2K
$420K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-90- 0.02% |
$4.99K - $5.39K
|
380K
$9.29M
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-100- 8.98% |
$5.54K - $5.99K
|
1.01K
$24.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-101- 0.09% |
$5.6K - $6.05K
|
111K
$2.71M
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-102Closed |
$5.65K - $6.11K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-103- 0.76% |
$5.71K - $6.17K
|
13.4K
$329K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-109- 2.2% |
$6.04K - $6.53K
|
4.86K
$119K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-109- 51.42% |
$6.04K - $6.53K
|
103
$2.52K
|
|
|
Apr 29, 2022
Q1 2022
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-115- 2.55% |
$6.37K - $6.89K
|
4.39K
$107K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-122Closed |
$6.76K - $7.31K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-122Closed |
$6.76K - $7.31K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-133- 1.5% |
$7.37K - $7.97K
|
8.72K
$213K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-139Closed |
$7.7K - $8.33K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-165- 12.87% |
$9.14K - $9.88K
|
1.12K
$27.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-171- 17.38% |
$9.48K - $10.2K
|
813
$19.9K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-187- 24.61% |
$10.4K - $11.2K
|
573
$14K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
SELL
|
- |
-202- 44.69% |
$11.2K - $12.1K
|
250
$6.11K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-219- 1.3% |
$12.1K - $13.1K
|
16.6K
$406K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-225- 3.1% |
$12.5K - $13.5K
|
7.04K
$172K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-320- 6.35% |
$17.7K - $19.2K
|
4.72K
$115K
|
|
|
May 13, 2022
Q1 2022
|
Asset Planning Corporation
|
SELL
|
- |
-328- 1.27% |
$18.2K - $19.6K
|
25.5K
$623K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-347- 51.1% |
$19.2K - $20.8K
|
332
$8.12K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-479- 5.49% |
$26.5K - $28.7K
|
8.24K
$201K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-502Closed |
$27.8K - $30.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-505- 0.37% |
$28K - $30.2K
|
136K
$3.32M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-582Closed |
$32.2K - $34.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-606Closed |
$33.6K - $36.3K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-765- 7.17% |
$42.4K - $45.8K
|
9.91K
$242K
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-895- 3.97% |
$49.6K - $53.6K
|
21.7K
$530K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-954Closed |
$52.9K - $57.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-980- 1.34% |
$54.3K - $58.7K
|
72.1K
$1.76M
|
|
|
Apr 25, 2022
Q1 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-984- 3.43% |
$54.5K - $58.9K
|
27.7K
$678K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.02K- 15.43% |
$56.5K - $61K
|
5.58K
$137K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02K- 71.47% |
$56.6K - $61.2K
|
408
$9.98K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.07K- 20.58% |
$59.5K - $64.3K
|
4.14K
$101K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.16K- 80.04% |
$64.2K - $69.4K
|
289
$7.07K
|