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 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12K- 61.54% |
$665K - $719K
|
7.5K
$183K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-13.7K- 36.3% |
$756K - $818K
|
24K
$586K
|
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-13.9K- 9.19% |
$772K - $834K
|
138K
$3.36M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-25.5K- 9.27% |
$1.42M - $1.53M
|
250K
$6.11M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-30KClosed |
$1.66M - $1.8M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-30.6K- 5.48% |
$1.7M - $1.83M
|
529K
$12.9M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-33.5K- 70.63% |
$1.86M - $2.01M
|
13.9K
$341K
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-36.4K- 6.77% |
$2.01M - $2.18M
|
501K
$12.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-53.6K- 54.76% |
$2.97M - $3.21M
|
44.3K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-58.2KClosed |
$3.22M - $3.48M
|
0
$0
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-66.6K- 68.95% |
$3.69M - $3.99M
|
30K
$733K
|
|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
SELL
|
- |
-102K- 37.65% |
$5.66M - $6.12M
|
169K
$4.13M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-218K- 0.24% |
$12.1M - $13M
|
90.2M
$2.2B
|
|
|
May 18, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.56M- 99.0% |
$197M - $213M
|
36K
$880K
|