Purchases and Sales Made in Q1 2023 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 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
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
482
+ 1.38%
$25.3K - $27.7K
35.3K $835K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
471
+ 3.81%
$24.7K - $27.1K
12.8K $304K
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
450
New
$23.6K - $25.9K
450 $10.6K
May 15, 2023 Q1 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
449
+ 10.48%
$23.6K - $25.8K
4.73K $112K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
447
+ 6.7%
$23.5K - $25.7K
7.12K $169K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
444
+ 3.32%
$23.3K - $25.5K
13.8K $327K
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
438
+ 6.56%
$23K - $25.2K
7.12K $168K
May 12, 2023 Q1 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
434
+ 3.27%
$22.8K - $25K
13.7K $324K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
421
New
$22.1K - $24.2K
421 $9.96K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
411
+ 109.02%
$21.6K - $23.6K
788 $18.6K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
408
+ 114.93%
$21.4K - $23.5K
763 $18.1K
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
395
+ 203.61%
$20.7K - $22.7K
589 $13.9K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
341
+ 22.39%
$17.9K - $19.6K
1.86K $44.1K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
341
+ 162.38%
$17.9K - $19.6K
551 $13K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
328
New
$17.2K - $18.9K
328 $7.76K
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
313
+ 0.48%
$16.4K - $18K
65.2K $1.54M
May 09, 2023 Q1 2023
Silicon Valley Capital Partners

BUY
 -
301
New
$15.8K - $17.3K
301 $7.12K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
284
+ 0.43%
$14.9K - $16.3K
66.2K $1.57M
Apr 19, 2023 Q1 2023
Schrum Private Wealth Management LLC

BUY
 -
271
+ 1.13%
$14.2K - $15.6K
24.2K $573K
May 12, 2023 Q1 2023
First Foundation Advisors

Irvine, CA
BUY
 -
265
+ 6.98%
$13.9K - $15.2K
4.06K $96.1K
May 02, 2023 Q1 2023
Jackson Creek Investment Advisors LLC

BUY
 -
258
+ 1.32%
$13.5K - $14.8K
19.8K $468K
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
234
+ 1.35%
$12.3K - $13.5K
17.5K $414K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
218
New
$11.4K - $12.5K
218 $5.16K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
205
New
$10.8K - $11.8K
205 $4.85K
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

BUY
 -
203
+ 0.5%
$10.7K - $11.7K
40.6K $960K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
203
+ 2.86%
$10.7K - $11.7K
7.31K $173K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
200
New
$10.5K - $11.5K
200 $4.73K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
200
+ 217.39%
$10.5K - $11.5K
292 $6.91K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
200
+ 3.25%
$10.5K - $11.5K
6.36K $150K
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
181
New
$9.5K - $10.4K
181 $4.28K
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
170
+ 15.22%
$8.92K - $9.78K
1.29K $30.5K
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
137
+ 0.38%
$7.19K - $7.88K
35.9K $849K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
110
+ 1.51%
$5.77K - $6.33K
7.41K $175K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
108
New
$5.67K - $6.21K
108 $2.56K
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
107
New
$5.62K - $6.16K
107 $2.53K
May 12, 2023 Q1 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
104
+ 0.73%
$5.46K - $5.98K
14.3K $339K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
99
+ 0.99%
$5.2K - $5.7K
10.1K $240K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
84
+ 40.19%
$4.41K - $4.83K
293 $6.93K
May 08, 2023 Q1 2023
Mc Ilrath & Eck, LLC

BUY
 -
76
+ 10.6%
$3.99K - $4.37K
793 $18.8K
Apr 20, 2023 Q1 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
74
+ 0.36%
$3.88K - $4.26K
20.6K $489K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
63
New
$3.31K - $3.63K
63 $1.49K
May 12, 2023 Q1 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
60
+ 0.37%
$3.15K - $3.45K
16.4K $389K
May 12, 2023 Q1 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
39
+ 0.5%
$2.05K - $2.24K
7.91K $187K
Apr 20, 2023 Q1 2023
Schwab Charitable Fund

BUY
 -
38
+ 0.48%
$1.99K - $2.19K
7.91K $187K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
37
+ 2.5%
$1.94K - $2.13K
1.52K $35.8K
May 05, 2023 Q1 2023
Pillar Wealth Advisors, LLC

BUY
 -
37
+ 0.22%
$1.94K - $2.13K
17.2K $407K
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
36
+ 0.45%
$1.89K - $2.07K
8.03K $190K
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
34
+ 6.64%
$1.78K - $1.96K
546 $12.9K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
34
+ 0.34%
$1.78K - $1.96K
10.1K $239K

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