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
Nov 07, 2023 Q2 2021
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
0
New
$0 - $0
0 $0
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 16, 2021 Q2 2021
Assetmark, Inc

SELL
 -
-1
Closed
$52.1 - $56.1
0 $0
Aug 05, 2021 Q2 2021
Us Bancorp \De\

SELL
 -
-17
- 0.26%
$886 - $953
6.43K $160K
Aug 12, 2021 Q2 2021
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-25
- 14.71%
$1.3K - $1.4K
145 $3.6K
Aug 09, 2021 Q2 2021
Brand Asset Management Group, Inc.

SELL
 -
-39
Closed
$2.03K - $2.19K
0 $0
Aug 05, 2021 Q2 2021
Dhjj Financial Advisors, Ltd.

SELL
 -
-43
- 0.98%
$2.24K - $2.41K
4.33K $107K
Jul 28, 2021 Q2 2021
Pfg Advisors

SELL
 -
-49
- 0.16%
$2.55K - $2.75K
30.7K $762K
Aug 04, 2021 Q2 2021
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-66
Closed
$3.44K - $3.7K
0 $0
Jul 20, 2021 Q2 2021
First Command Financial Services, Inc.

SELL
 -
-70
Closed
$3.65K - $3.93K
0 $0
Jul 28, 2021 Q2 2021
Newman Dignan & Sheerar, Inc.

SELL
 -
-72
- 1.04%
$3.75K - $4.04K
6.86K $170K
Aug 13, 2021 Q2 2021
Acima Private Wealth, LLC

Richmond, VA
SELL
 -
-76
- 24.05%
$3.96K - $4.26K
240 $5.96K
Aug 06, 2021 Q2 2021
Ironwood Investment Counsel, LLC

SELL
 -
-88
- 0.35%
$4.58K - $4.94K
25.2K $626K
Aug 16, 2021 Q2 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-94
Closed
$4.9K - $5.27K
0 $0
Aug 16, 2021 Q2 2021
Blue Crest Capital Management LTD

St Helier, Y9
SELL
 -
-111
- 1.36%
$5.78K - $6.22K
8.07K $200K
Aug 06, 2021 Q2 2021
Parallel Advisors, LLC

SELL
 -
-140
- 1.77%
$7.29K - $7.85K
7.76K $193K
Aug 11, 2021 Q2 2021
Personal Capital Advisors Corp

SELL
 -
-151
- 2.24%
$7.87K - $8.47K
6.6K $164K
Aug 16, 2021 Q2 2021
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-162
Closed
$8.44K - $9.08K
0 $0
Jul 26, 2021 Q2 2021
Janney Montgomery Scott LLC

SELL
 -
-186
- 3.7%
$9.69K - $10.4K
4.84K $120K
Aug 13, 2021 Q2 2021
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-189
- 3.65%
$9.85K - $10.6K
4.98K $124K
Aug 02, 2021 Q2 2021
Kavar Capital Partners Group, LLC

Leawood, KS
SELL
 -
-225
- 0.55%
$11.7K - $12.6K
40.4K $1M
Sep 03, 2021 Q2 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-300
- 21.23%
$15.6K - $16.8K
1.11K $27.6K
Aug 13, 2021 Q2 2021
Franklin Resources Inc

San Mateo, CA
SELL
 -
-303
- 33.33%
$15.8K - $17K
606 $15K
Aug 17, 2021 Q2 2021
Hm Payson & CO

Portland, ME
SELL
 -
-319
- 96.08%
$16.6K - $17.9K
13 $323
Aug 02, 2021 Q2 2021
Sterling Financial Planning, Inc.

SELL
 -
-340
- 0.32%
$17.7K - $19.1K
105K $2.61M
Aug 16, 2021 Q2 2021
Asset Planning Corporation

SELL
 -
-343
- 1.29%
$17.9K - $19.2K
26.2K $651K
Aug 02, 2021 Q2 2021
Sns Financial Group, LLC

SELL
 -
-353
- 8.17%
$18.4K - $19.8K
3.97K $98.6K
Jul 13, 2021 Q2 2021
Sound Income Strategies, LLC

SELL
 -
-359
Closed
$18.7K - $20.1K
0 $0
Aug 02, 2021 Q2 2021
Valley National Advisers Inc

SELL
 -
-382
- 0.82%
$19.9K - $21.4K
46.4K $1.15M
Mar 22, 2023 Q2 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-394
- 29.69%
$20.5K - $22.1K
933 $23.2K
Aug 04, 2021 Q2 2021
Savant Capital, LLC

SELL
 -
-478
- 3.83%
$24.9K - $26.8K
12K $298K
Jul 21, 2021 Q2 2021
Grandview Asset Management LLC

SELL
 -
-525
Closed
$27.3K - $29.4K
0 $0
Apr 05, 2024 Q2 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-544
- 3.02%
$28.3K - $30.5K
17.5K $434K
Aug 26, 2021 Q2 2021
Comerica Bank

SELL
 -
-657
- 2.92%
$34.2K - $36.8K
21.8K $542K
Aug 02, 2021 Q2 2021
Lbmc Investment Advisors, LLC

SELL
 -
-679
- 3.55%
$35.4K - $38.1K
18.5K $458K
Aug 03, 2021 Q2 2021
Bedel Financial Consulting, Inc.

SELL
 -
-700
- 88.05%
$36.5K - $39.3K
95 $2.36K
Aug 16, 2021 Q2 2021
Mengis Capital Management, Inc.

SELL
 -
-780
- 11.56%
$40.6K - $43.7K
5.97K $148K
Aug 02, 2021 Q2 2021
Cowa, LLC

Tulsa, OK
SELL
 -
-807
Closed
$42K - $45.3K
0 $0
Jul 27, 2021 Q2 2021
Capital Investment Advisory Services, LLC

SELL
 -
-812
- 80.48%
$42.3K - $45.5K
197 $4.89K
Jul 26, 2021 Q2 2021
Harbor Group, Inc.

SELL
 -
-876
- 2.87%
$45.6K - $49.1K
29.6K $735K
Aug 11, 2021 Q2 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-946
- 6.52%
$49.3K - $53.1K
13.6K $337K
Jul 29, 2021 Q2 2021
Foster Victor Wealth Advisors, LLC

SELL
 -
-981
- 5.54%
$51.1K - $55K
16.7K $415K
Jul 27, 2021 Q2 2021
Vista Wealth Management Group, LLC

SELL
 -
-1.09K
- 6.31%
$56.6K - $60.9K
16.1K $401K
Jul 29, 2021 Q2 2021
Financial Advisory Service, Inc.

SELL
 -
-1.14K
- 6.26%
$59.5K - $64K
17.1K $425K
Aug 09, 2021 Q2 2021
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-1.16K
- 38.03%
$60.6K - $65.2K
1.9K $47.1K
Aug 03, 2021 Q2 2021
Jackson Creek Investment Advisors LLC

SELL
 -
-1.2K
- 4.84%
$62.4K - $67.1K
23.6K $585K
Aug 16, 2021 Q2 2021
Eaton Vance Management

Boston, MA
SELL
 -
-1.34K
- 48.34%
$69.9K - $75.3K
1.43K $35.6K
Aug 13, 2021 Q2 2021
Northwestern Mutual Wealth Management CO

SELL
 -
-1.4K
- 10.25%
$72.8K - $78.4K
12.2K $304K
Jul 13, 2021 Q2 2021
Cva Family Office, LLC

SELL
 -
-1.43K
- 5.45%
$74.4K - $80.1K
24.8K $615K

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