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 13, 2021
Q2 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.61K- 15.09% |
$83.6K - $90K
|
9.03K
$224K
|
|
|
Jul 29, 2021
Q2 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.85K- 24.85% |
$96.2K - $104K
|
5.58K
$139K
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.56KClosed |
$133K - $143K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2.71K- 6.44% |
$141K - $152K
|
39.4K
$977K
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.07K- 11.57% |
$160K - $172K
|
23.4K
$582K
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-3.12K- 1.03% |
$162K - $175K
|
300K
$7.45M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-3.35K- 1.17% |
$174K - $188K
|
284K
$7.04M
|
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.5K- 16.75% |
$182K - $196K
|
17.4K
$432K
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-4.03K- 94.38% |
$210K - $226K
|
240
$5.96K
|
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.56KClosed |
$237K - $256K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.59K- 40.38% |
$239K - $257K
|
6.77K
$168K
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.65KClosed |
$242K - $261K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.22KClosed |
$272K - $293K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.79K- 2.62% |
$302K - $325K
|
215K
$5.34M
|
|
|
Aug 06, 2021
Q2 2021
|
White Pine Investment CO
|
SELL
|
- |
-6.15K- 2.92% |
$320K - $345K
|
204K
$5.07M
|
|
|
Aug 12, 2021
Q2 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-6.98K- 3.97% |
$364K - $391K
|
169K
$4.19M
|
|
|
Aug 09, 2021
Q2 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-7.29K- 8.34% |
$380K - $409K
|
80.1K
$1.99M
|
|
|
Jul 22, 2021
Q2 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-7.59KClosed |
$395K - $426K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-13.4K- 2.17% |
$700K - $753K
|
606K
$15M
|
|
|
Aug 03, 2021
Q2 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-15.2K- 6.21% |
$790K - $850K
|
229K
$5.68M
|
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-15.6K- 31.15% |
$810K - $872K
|
34.4K
$854K
|
|
|
Aug 10, 2021
Q2 2021
|
Gratus Capital LLC
|
SELL
|
- |
-18.7K- 11.09% |
$973K - $1.05M
|
150K
$3.72M
|
|
|
Aug 03, 2021
Q2 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-19.1K- 13.2% |
$997K - $1.07M
|
126K
$3.13M
|
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-24.3K- 7.74% |
$1.26M - $1.36M
|
289K
$7.18M
|
|
|
Aug 05, 2021
Q2 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-31.1K- 12.43% |
$1.62M - $1.75M
|
219K
$5.45M
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-37.8K- 75.96% |
$1.97M - $2.12M
|
12K
$297K
|
|
|
Jul 30, 2021
Q2 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-40.1K- 6.77% |
$2.09M - $2.25M
|
552K
$13.7M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-41.1K- 90.96% |
$2.14M - $2.3M
|
4.08K
$101K
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-46.7KClosed |
$2.43M - $2.62M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-125K- 13.93% |
$6.52M - $7.02M
|
773K
$19.2M
|
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-134K- 80.74% |
$6.99M - $7.52M
|
32K
$794K
|