Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.8M+ 2.37% |
$147M - $161M
|
121M
$2.85B
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.39MNew |
$125M - $137M
|
2.39M
$56.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
342KNew |
$18M - $19.7M
|
342K
$8.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
284K+ 362.18% |
$14.9M - $16.3M
|
363K
$8.56M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
211K+ 11.13% |
$11.1M - $12.1M
|
2.11M
$49.7M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
198KNew |
$10.4M - $11.4M
|
198K
$4.67M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
176K+ 10.13% |
$9.23M - $10.1M
|
1.91M
$45.1M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
119K+ 20.71% |
$6.24M - $6.84M
|
693K
$16.4M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
119K+ 20.71% |
$6.24M - $6.84M
|
693K
$16.4M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
114K+ 14.45% |
$5.97M - $6.54M
|
901K
$21.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
112K+ 20.8% |
$5.86M - $6.42M
|
648K
$15.3M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
110KNew |
$5.78M - $6.33M
|
110K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 13.73% |
$5.5M - $6.03M
|
867K
$20.5M
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
81.8K+ 14.32% |
$4.29M - $4.71M
|
653K
$15.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
64.7K+ 281.96% |
$3.39M - $3.72M
|
87.6K
$2.07M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
61.9K+ 12.63% |
$3.25M - $3.56M
|
552K
$13M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
49.6K+ 3.55% |
$2.6M - $2.85M
|
1.45M
$34.1M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
47.6K+ 6.97% |
$2.5M - $2.74M
|
730K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
47.2K+ 335.61% |
$2.48M - $2.71M
|
61.2K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.5K+ 21.38% |
$2.39M - $2.62M
|
258K
$6.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
41.3K+ 6.77% |
$2.17M - $2.38M
|
652K
$15.4M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
39.6KNew |
$2.08M - $2.28M
|
39.6K
$934K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
37.6K+ 10.14% |
$1.97M - $2.16M
|
408K
$9.64M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33.1K+ 8.96% |
$1.74M - $1.9M
|
402K
$9.49M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
31.3K+ 726.26% |
$1.64M - $1.8M
|
35.6K
$839K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.2K+ 24.37% |
$1.64M - $1.8M
|
159K
$3.76M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
29.6K+ 11.08% |
$1.55M - $1.7M
|
297K
$7.01M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.5K+ 10.6% |
$1.44M - $1.58M
|
287K
$6.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
27K+ 8.42% |
$1.42M - $1.55M
|
348K
$8.22M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25K+ 377.22% |
$1.31M - $1.44M
|
31.7K
$748K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
24.6K+ 3.92% |
$1.29M - $1.42M
|
653K
$15.4M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
22.5K+ 5.45% |
$1.18M - $1.3M
|
436K
$10.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
21.6K+ 7.74% |
$1.13M - $1.24M
|
301K
$7.1M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19.7K+ 2.63% |
$1.03M - $1.13M
|
768K
$18.1M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19.5K+ 104.79% |
$1.02M - $1.12M
|
38K
$898K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
18.3K+ 29.11% |
$958K - $1.05M
|
81K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
18.1K+ 10.19% |
$950K - $1.04M
|
196K
$4.62M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
17.3K+ 42.67% |
$908K - $995K
|
57.8K
$1.36M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.1K+ 275.14% |
$895K - $981K
|
23.3K
$549K
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
16.8K+ 2.94% |
$880K - $965K
|
587K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.7K+ 10.05% |
$824K - $903K
|
172K
$4.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
15K+ 22.15% |
$789K - $864K
|
82.8K
$1.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
15K+ 47.49% |
$786K - $861K
|
46.5K
$1.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
BUY
|
- |
14.9K+ 5.84% |
$780K - $855K
|
269K
$6.36M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.3K+ 5.53% |
$698K - $765K
|
253K
$5.98M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 4.79% |
$676K - $742K
|
282K
$6.66M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12K+ 49.75% |
$631K - $691K
|
36.2K
$854K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.9K+ 21600.0% |
$624K - $684K
|
11.9K
$282K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.4K+ 68.23% |
$599K - $657K
|
28.1K
$664K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9K+ 23.61% |
$572K - $627K
|
57K
$1.35M
|