Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.91M+ 2.3% |
$99.5M - $107M
|
85.2M
$2.11B
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
980K+ 20125.7% |
$51M - $54.9M
|
985K
$24.4M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
271KNew |
$14.1M - $15.2M
|
271K
$6.72M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
258K+ 471.18% |
$13.4M - $14.5M
|
313K
$7.77M
|
|
|
Aug 02, 2021
Q2 2021
|
Mc Adam, LLC
|
BUY
|
- |
214K+ 14.54% |
$11.2M - $12M
|
1.69M
$42M
|
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
211K+ 180.0% |
$11M - $11.8M
|
328K
$8.14M
|
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
205K+ 402.13% |
$10.7M - $11.5M
|
256K
$6.37M
|
|
|
Sep 23, 2021
Q2 2021
|
Systelligence, LLC
|
BUY
|
- |
190K+ 258.78% |
$9.88M - $10.6M
|
263K
$6.53M
|
|
|
Jul 16, 2021
Q2 2021
|
Ashford Advisors, LLC
|
BUY
|
- |
113K+ 38.89% |
$5.87M - $6.32M
|
402K
$9.99M
|
|
|
Jul 27, 2021
Q2 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
96.3K+ 57.09% |
$5.02M - $5.4M
|
265K
$6.58M
|
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
90.2K+ 2037.31% |
$4.7M - $5.06M
|
94.6K
$2.35M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.9KNew |
$3.64M - $3.92M
|
69.9K
$1.74M
|
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
65.4KNew |
$3.41M - $3.67M
|
65.4K
$1.62M
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49.2K+ 10938.89% |
$2.56M - $2.76M
|
49.7K
$1.23M
|
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
40.5KNew |
$2.11M - $2.27M
|
40.5K
$1.01M
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
35.1K+ 17.15% |
$1.83M - $1.97M
|
240K
$5.95M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.9K+ 24.41% |
$1.82M - $1.96M
|
178K
$4.42M
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
34.5K+ 458.81% |
$1.8M - $1.93M
|
42K
$1.04M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.3K+ 20.05% |
$1.63M - $1.76M
|
188K
$4.66M
|
|
|
Jul 16, 2021
Q2 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
27.9K+ 4.97% |
$1.45M - $1.56M
|
589K
$14.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
26.2K+ 72.29% |
$1.37M - $1.47M
|
62.5K
$1.55M
|
|
|
Jul 29, 2021
Q2 2021
|
Rhs Financial, LLC
|
BUY
|
- |
25.5K+ 44.52% |
$1.33M - $1.43M
|
82.7K
$2.05M
|
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
22.8K+ 137.61% |
$1.19M - $1.28M
|
39.4K
$979K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.6K+ 107.54% |
$1.12M - $1.21M
|
41.6K
$1.03M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.4K+ 9.11% |
$1.01M - $1.09M
|
232K
$5.76M
|
|
|
Aug 02, 2021
Q2 2021
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
18.4K+ 6.37% |
$959K - $1.03M
|
308K
$7.64M
|
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
15.6K+ 7.13% |
$814K - $876K
|
235K
$5.83M
|
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15.6K+ 7.13% |
$814K - $876K
|
235K
$5.83M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 11.62% |
$788K - $849K
|
145K
$3.61M
|
|
|
Aug 10, 2021
Q2 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
14.8K+ 4.22% |
$773K - $832K
|
367K
$9.11M
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.2K+ 29.04% |
$741K - $797K
|
63.2K
$1.57M
|
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
BUY
|
- |
13.5K+ 1.06% |
$704K - $758K
|
1.29M
$32M
|
|
|
Aug 12, 2021
Q2 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
11.3K+ 27.58% |
$591K - $636K
|
52.5K
$1.3M
|
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
BUY
|
- |
11.2K+ 5.62% |
$585K - $630K
|
211K
$5.24M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1K+ 2.89% |
$577K - $622K
|
395K
$9.82M
|
|
|
Jul 26, 2021
Q2 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
10.3K+ 5.02% |
$538K - $579K
|
216K
$5.36M
|
|
|
Jul 13, 2021
Q2 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
9.94K+ 5.82% |
$518K - $558K
|
181K
$4.49M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.91KNew |
$516K - $556K
|
9.91K
$246K
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.53K+ 11.66% |
$496K - $534K
|
91.3K
$2.27M
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
9.5K+ 2.48% |
$495K - $533K
|
392K
$9.73M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.26K+ 58.49% |
$482K - $519K
|
25.1K
$623K
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.99KNew |
$468K - $504K
|
8.99K
$223K
|
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.56KNew |
$446K - $480K
|
8.56K
$212K
|
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
7.69K+ 61.82% |
$401K - $431K
|
20.1K
$500K
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.53K+ 185.39% |
$392K - $422K
|
11.6K
$288K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.7K+ 85.79% |
$349K - $376K
|
14.5K
$360K
|
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
6.67K+ 21.4% |
$348K - $374K
|
37.9K
$940K
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.94KNew |
$309K - $333K
|
5.94K
$147K
|
|
|
Aug 13, 2021
Q2 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
5.85K+ 99.56% |
$305K - $328K
|
11.7K
$291K
|
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
5.84K+ 1.33% |
$304K - $328K
|
446K
$11.1M
|