Purchases and Sales Made in Q2 2021 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 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 13, 2021 Q2 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
777
+ 7.61%
$40.5K - $43.6K
11K $275K
Jul 30, 2021 Q2 2021
Choate Investment Advisors

Boston, MA
BUY
 -
748
New
$39K - $41.9K
748 $18.7K
Aug 16, 2021 Q2 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
728
+ 3.07%
$37.9K - $40.8K
24.5K $613K
Aug 13, 2021 Q2 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
715
+ 5.1%
$37.2K - $40.1K
14.7K $369K
Jul 13, 2021 Q2 2021
Ifp Advisors, Inc

BUY
 -
697
+ 1161.67%
$36.3K - $39.1K
757 $19K
Aug 06, 2021 Q2 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
674
+ 14.32%
$35.1K - $37.8K
5.38K $135K
Aug 16, 2021 Q2 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
622
+ 9.47%
$32.4K - $34.9K
7.19K $180K
Jul 29, 2021 Q2 2021
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
556
+ 0.39%
$29K - $31.2K
143K $3.59M
Jul 21, 2021 Q2 2021
Asset Dedication, LLC

BUY
 -
546
+ 86.53%
$28.4K - $30.6K
1.18K $29.5K
Aug 04, 2021 Q2 2021
Rice Partnership, LLC

BUY
 -
453
New
$23.6K - $25.4K
453 $11.3K
Aug 11, 2021 Q2 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
323
+ 1.3%
$16.8K - $18.1K
25.3K $632K
Aug 13, 2021 Q2 2021
Svb Wealth LLC

Boston, MA
BUY
 -
267
+ 3.74%
$13.9K - $15K
7.41K $186K
Aug 12, 2021 Q2 2021
Blair William & CO

Chicago, IL
BUY
 -
219
+ 33.8%
$11.4K - $12.3K
867 $21.7K
Aug 13, 2021 Q2 2021
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
217
+ 2.92%
$11.3K - $12.2K
7.64K $191K
Aug 02, 2021 Q2 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
213
+ 0.18%
$11.1K - $11.9K
120K $3.01M
Jul 26, 2021 Q2 2021
Time Scale Financial, Inc.

BUY
 -
210
New
$10.9K - $11.8K
210 $5.26K
Aug 02, 2021 Q2 2021
Key F Inancial Inc

BUY
 -
202
New
$10.5K - $11.3K
202 $5.06K
Jul 07, 2021 Q2 2021
Appleton Partners Inc

BUY
 -
185
+ 1.78%
$9.64K - $10.4K
10.6K $265K
Jul 26, 2021 Q2 2021
Signaturefd, LLC

Atlanta, GA
BUY
 -
177
+ 56.37%
$9.22K - $9.93K
491 $12.3K
Jul 09, 2021 Q2 2021
John W. Brooker & Co., Cp As

BUY
 -
173
+ 75.88%
$9.01K - $9.7K
401 $10K
Aug 11, 2021 Q2 2021
Paragon Capital Management LLC

Overland Park, KS
BUY
 -
166
+ 3.63%
$8.65K - $9.31K
4.74K $119K
Aug 05, 2021 Q2 2021
Washington Trust CO

BUY
 -
136
New
$7.08K - $7.63K
136 $3.41K
Jul 27, 2021 Q2 2021
Harbor Investment Advisory, LLC

BUY
 -
120
+ 12.0%
$6.25K - $6.73K
1.12K $28K
Aug 02, 2021 Q2 2021
Delta Asset Management LLC

Memphis, TN
BUY
 -
102
New
$5.31K - $5.72K
102 $2.55K
Aug 09, 2021 Q2 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
100
+ 1.05%
$5.21K - $5.61K
9.6K $240K
Aug 12, 2021 Q2 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
93
New
$4.84K - $5.22K
93 $2.33K
Aug 02, 2021 Q2 2021
Allworth Financial LP

BUY
 -
88
+ 275.0%
$4.58K - $4.94K
120 $3K
Aug 16, 2021 Q2 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
83
+ 0.79%
$4.32K - $4.65K
10.7K $267K
Aug 11, 2021 Q2 2021
Hexagon Capital Partners LLC

BUY
 -
76
New
$3.96K - $4.26K
76 $1.9K
Aug 13, 2021 Q2 2021
Steward Partners Investment Advisory, LLC

BUY
 -
64
+ 3.02%
$3.33K - $3.59K
2.18K $54.7K
Aug 11, 2021 Q2 2021
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
50
New
$2.6K - $2.8K
50 $1.25K
Aug 09, 2021 Q2 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
42
+ 8.11%
$2.19K - $2.36K
560 $14K
Aug 16, 2021 Q2 2021
Cibc Private Wealth Group, LLC

BUY
 -
41
+ 0.21%
$2.14K - $2.3K
19.4K $486K
Aug 10, 2021 Q2 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
34
+ 2.4%
$1.77K - $1.91K
1.45K $36.3K
Jul 16, 2021 Q2 2021
Schwab Charitable Fund

BUY
 -
32
+ 0.42%
$1.67K - $1.79K
7.64K $191K
Jul 08, 2021 Q2 2021
Geneos Wealth Management Inc.

BUY
 -
27
+ 1.01%
$1.41K - $1.51K
2.7K $67.6K
Aug 02, 2021 Q2 2021
Chicago Partners Investment Group LLC

BUY
 -
27
+ 0.58%
$1.41K - $1.51K
4.68K $117K
Aug 10, 2021 Q2 2021
Financial Architects, Inc

Marlton, NJ
BUY
 -
15
+ 0.02%
$781 - $841
99.1K $2.48M
Aug 02, 2021 Q2 2021
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
14
New
$729 - $785
14 $351
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

BUY
 -
14
+ 0.03%
$729 - $785
40.9K $1.02M
Jul 27, 2021 Q2 2021
Creative Financial Designs Inc

BUY
 -
10
New
$521 - $561
10 $250
Aug 06, 2024 Q2 2021
Hantz Financial Services, Inc.

BUY
 -
10
+ 3.3%
$521 - $561
313 $7.84K
Jul 12, 2021 Q2 2021
New England Guild Wealth Advisors, Inc.

BUY
 -
10
+ 0.25%
$521 - $561
3.96K $99.2K
Jul 21, 2021 Q2 2021
Townsend Asset Management Corp

BUY
 -
7
+ 0.38%
$365 - $393
1.85K $46.4K
Aug 05, 2021 Q2 2021
Mc Carthy Asset Management, Inc.

BUY
 -
7
+ 0.47%
$365 - $393
1.49K $37.4K
Jul 28, 2021 Q2 2021
Camelot Portfolios, LLC

BUY
 -
6
+ 0.07%
$313 - $336
8.95K $224K
Aug 04, 2021 Q2 2021
Syverson Strege & CO

West Des Moines, IA
BUY
 -
5
+ 0.04%
$260 - $280
14.2K $356K
Aug 09, 2021 Q2 2021
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
4
+ 0.08%
$208 - $224
5.18K $130K
Aug 02, 2021 Q2 2021
Bison Wealth, LLC

BUY
 -
1
+ 0.13%
$52.1 - $56.1
795 $19.9K

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