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
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-1.24K
Closed
$68.4K - $74K
0 $0
May 04, 2022 Q1 2022
Absolute Capital Management, LLC

SELL
 -
-1.24K
Closed
$68.4K - $74K
0 $0
May 13, 2022 Q1 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-1.25K
- 9.43%
$69.2K - $74.8K
12K $293K
May 10, 2022 Q1 2022
Cidel Asset Management Inc

Toronto, Ontario, A6
SELL
 -
-1.37K
- 2.59%
$75.9K - $82K
51.5K $1.26M
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-1.37K
Closed
$75.9K - $82.1K
0 $0
May 16, 2022 Q1 2022
Angeles Investment Advisors, LLC

SELL
 -
-1.46K
Closed
$80.9K - $87.5K
0 $0
May 11, 2022 Q1 2022
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-1.46K
- 79.23%
$81K - $87.5K
383 $9.36K
May 13, 2022 Q1 2022
Fca Corp

Houston, TX
SELL
 -
-1.59K
- 2.96%
$87.8K - $94.9K
52K $1.27M
May 23, 2022 Q1 2022
Droms Strauss Advisors Inc

St. Louis, MO
SELL
 -
-1.62K
- 2.3%
$89.7K - $97K
68.9K $1.68M
Apr 14, 2022 Q1 2022
Charles Schwab Trust CO

SELL
 -
-2.03K
- 2.8%
$112K - $121K
70.3K $1.72M
May 12, 2022 Q1 2022
Maryland Capital Management

Towson, MD
SELL
 -
-2.12K
- 28.32%
$117K - $127K
5.35K $131K
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-2.13K
- 12.66%
$118K - $127K
14.7K $359K
May 06, 2022 Q1 2022
Austin Private Wealth, LLC

SELL
 -
-2.14K
- 5.71%
$119K - $128K
35.4K $865K
May 16, 2022 Q1 2022
Cibc Private Wealth Group, LLC

SELL
 -
-2.26K
- 6.67%
$125K - $135K
31.6K $773K
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

SELL
 -
-2.4K
- 4.35%
$133K - $144K
52.7K $1.29M
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-2.45K
- 18.17%
$136K - $147K
11K $270K
May 10, 2022 Q1 2022
Sterling Financial Planning, Inc.

SELL
 -
-2.47K
- 2.36%
$137K - $148K
102K $2.49M
Apr 28, 2022 Q1 2022
Valeo Financial Advisors, LLC

SELL
 -
-2.59K
- 8.23%
$143K - $155K
28.8K $705K
May 03, 2022 Q1 2022
Jackson Creek Investment Advisors LLC

SELL
 -
-2.71K
- 12.16%
$150K - $162K
19.6K $479K
May 12, 2022 Q1 2022
True North Advisors, LLC

SELL
 -
-2.76K
- 6.02%
$153K - $165K
43.1K $1.05M
May 02, 2022 Q1 2022
Sheets Smith Wealth Management

SELL
 -
-3.2K
- 46.07%
$178K - $192K
3.75K $91.7K
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-3.68K
- 24.27%
$204K - $220K
11.5K $280K
May 16, 2022 Q1 2022
Two Sigma Securities, LLC

New York, NY
SELL
 -
-3.71K
Closed
$206K - $222K
0 $0
May 03, 2022 Q1 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-3.88K
- 41.24%
$215K - $233K
5.54K $135K
May 10, 2022 Q1 2022
Western Wealth Management, LLC

SELL
 -
-3.96K
Closed
$219K - $237K
0 $0
May 04, 2022 Q1 2022
Litman Gregory Wealth Management LLC

SELL
 -
-3.97K
Closed
$220K - $238K
0 $0
Apr 12, 2022 Q1 2022
Calton & Associates, Inc.

SELL
 -
-4.22K
Closed
$234K - $253K
0 $0
May 11, 2022 Q1 2022
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-4.51K
Closed
$250K - $270K
0 $0
Apr 26, 2022 Q1 2022
First National Corp

SELL
 -
-4.67K
- 12.17%
$259K - $280K
33.7K $824K
May 03, 2022 Q1 2022
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-4.73K
- 2.68%
$262K - $283K
172K $4.2M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-4.79K
Closed
$266K - $287K
0 $0
May 16, 2022 Q1 2022
Personal Capital Advisors Corp

SELL
 -
-4.8K
- 56.32%
$266K - $288K
3.72K $91K
May 05, 2022 Q1 2022
Jackson Wealth Management, LLC

SELL
 -
-5.79K
- 5.1%
$321K - $347K
108K $2.63M
Apr 29, 2022 Q1 2022
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-6.38K
- 3.02%
$353K - $382K
205K $5.01M
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
SELL
 -
-6.65K
Closed
$369K - $398K
0 $0
May 04, 2022 Q1 2022
Financial Advisory Service, Inc.

SELL
 -
-7.41K
- 69.1%
$411K - $444K
3.31K $81K
May 06, 2022 Q1 2022
White Pine Investment CO

SELL
 -
-7.42K
- 3.84%
$411K - $445K
186K $4.55M
May 04, 2022 Q1 2022
Vista Wealth Management Group, LLC

SELL
 -
-7.64K
- 49.29%
$423K - $457K
7.86K $192K
Apr 27, 2022 Q1 2022
Comerica Bank

SELL
 -
-7.94K
Closed
$440K - $476K
0 $0
May 05, 2022 Q1 2022
Janiczek Wealth Management, LLC

SELL
 -
-8.09K
- 21.0%
$448K - $485K
30.4K $744K
Apr 14, 2022 Q1 2022
Glassman Wealth Services

SELL
 -
-9K
- 0.69%
$499K - $539K
1.3M $31.7M
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-9.07K
- 91.98%
$503K - $543K
791 $19.3K
May 13, 2022 Q1 2022
Prudential Financial Inc

Newark, NJ
SELL
 -
-9.73K
- 16.22%
$539K - $583K
50.3K $1.23M
May 05, 2022 Q1 2022
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-10.3K
- 5.13%
$570K - $616K
190K $4.65M
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-11.1K
- 4.32%
$613K - $662K
245K $5.99M
May 13, 2022 Q1 2022
Bartlett & Co. LLC

SELL
 -
-11.1K
- 4.32%
$613K - $662K
245K $5.99M
Apr 28, 2022 Q1 2022
Northland Capital Management LLC

SELL
 -
-11.1K
- 4.92%
$613K - $662K
214K $5.22M
Apr 29, 2022 Q1 2022
Gratus Capital LLC

SELL
 -
-11.4K
- 10.92%
$630K - $681K
92.8K $2.27M
Dec 19, 2024 Q1 2022
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-11.6K
- 5.67%
$640K - $692K
192K $4.7M

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