Purchases and Sales Made in Q2 2022 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 2022. 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
Jul 27, 2022 Q2 2022
Rs Crum Inc.

SELL
 -
-5K
Closed
$250K - $296K
0 $0
Aug 08, 2022 Q2 2022
Financial Strategies Group, Inc.

SELL
 -
-5.12K
- 1.94%
$256K - $304K
259K $6.32M
Aug 11, 2022 Q2 2022
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-5.14K
Closed
$257K - $305K
0 $0
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-6.36K
Closed
$317K - $377K
0 $0
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-6.37K
- 3.59%
$318K - $378K
171K $4.18M
Aug 08, 2022 Q2 2022
Y Intercept (Hong Kong) LTD

SELL
 -
-6.42K
Closed
$321K - $381K
0 $0
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-6.53K
- 55.84%
$326K - $387K
5.16K $126K
Aug 12, 2022 Q2 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-7.09K
- 50.59%
$354K - $420K
6.92K $169K
Aug 09, 2022 Q2 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-7.1K
- 8.22%
$354K - $421K
79.2K $1.93M
Jul 29, 2022 Q2 2022
White Pine Investment CO

SELL
 -
-7.16K
- 3.85%
$357K - $424K
179K $4.36M
Jul 28, 2022 Q2 2022
Latitude Advisors, LLC

SELL
 -
-7.22K
Closed
$361K - $428K
0 $0
Jul 17, 2024 Q2 2022
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-7.38K
Closed
$369K - $438K
0 $0
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-7.55K
Closed
$377K - $448K
0 $0
Aug 09, 2022 Q2 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-7.86K
Closed
$393K - $466K
0 $0
Aug 10, 2022 Q2 2022
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-8.13K
- 4.27%
$406K - $482K
182K $4.44M
Jul 28, 2022 Q2 2022
Zimmermann Investment Management & Planning LLC

SELL
 -
-8.16K
- 18.43%
$408K - $484K
36.1K $880K
Aug 05, 2022 Q2 2022
Ascent Group, LLC

SELL
 -
-8.72K
Closed
$435K - $517K
0 $0
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

SELL
 -
-9.15K
- 22.64%
$457K - $543K
31.3K $762K
Aug 03, 2022 Q2 2022
Cibc Private Wealth Group, LLC

SELL
 -
-9.28K
- 29.35%
$463K - $550K
22.3K $544K
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

SELL
 -
-9.61K
Closed
$480K - $569K
0 $0
Jul 19, 2022 Q2 2022
Lion Street Advisors, LLC

SELL
 -
-9.83K
Closed
$491K - $583K
0 $0
Jul 29, 2022 Q2 2022
Gratus Capital LLC

SELL
 -
-11.4K
- 12.27%
$569K - $675K
81.4K $1.98M
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-11.4K
- 1.77%
$570K - $677K
633K $15.4M
Aug 11, 2022 Q2 2022
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-11.6K
- 5.69%
$582K - $691K
193K $4.71M
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-14.4K
- 30.6%
$717K - $852K
32.6K $794K
Aug 15, 2022 Q2 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-14.5K
- 35.13%
$722K - $858K
26.7K $651K
Dec 13, 2023 Q2 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-14.5K
- 35.13%
$722K - $858K
26.7K $651K
Aug 05, 2022 Q2 2022
Concorde Asset Management, LLC

SELL
 -
-14.9K
Closed
$743K - $883K
0 $0
Jul 15, 2022 Q2 2022
Rhs Financial, LLC

SELL
 -
-18K
- 10.6%
$899K - $1.07M
152K $3.7M
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
SELL
 -
-18.3K
Closed
$913K - $1.08M
0 $0
Aug 05, 2022 Q2 2022
Capital Advisors, Ltd. LLC

SELL
 -
-18.5K
- 98.85%
$922K - $1.09M
215 $5.24K
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

SELL
 -
-21.1K
Closed
$1.06M - $1.25M
0 $0
Jul 26, 2022 Q2 2022
Systelligence, LLC

SELL
 -
-23.6K
- 13.96%
$1.18M - $1.4M
145K $3.55M
Sep 06, 2024 Q2 2022
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-26.8K
Closed
$1.34M - $1.59M
0 $0
Jul 19, 2022 Q2 2022
Comerica Securities,Inc.

SELL
 -
-27.2K
Closed
$1.36M - $1.61M
0 $0
Aug 11, 2022 Q2 2022
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-27.9K
- 5.56%
$1.39M - $1.65M
473K $11.5M
Jul 27, 2022 Q2 2022
Csenge Advisory Group

SELL
 -
-29.7K
Closed
$1.48M - $1.76M
0 $0
Aug 10, 2022 Q2 2022
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-30.2K
Closed
$1.51M - $1.79M
0 $0
Aug 01, 2022 Q2 2022
Us Bancorp \De\

SELL
 -
-35.7K
- 87.58%
$1.78M - $2.12M
5.06K $123K
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-41.3K
- 46.61%
$2.06M - $2.45M
47.3K $1.15M
Jul 12, 2022 Q2 2022
Consilium Wealth Advisory, LLC

SELL
 -
-41.5K
- 37.97%
$2.07M - $2.46M
67.9K $1.65M
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-42.4K
Closed
$2.12M - $2.51M
0 $0
Aug 08, 2022 Q2 2022
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-47.1K
- 5.99%
$2.35M - $2.79M
740K $18M
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-48K
- 63.96%
$2.39M - $2.84M
27K $659K
Aug 17, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-50.8K
- 99.86%
$2.54M - $3.01M
72 $1.75K
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-57.5K
Closed
$2.87M - $3.41M
0 $0
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
SELL
 -
-60.4K
- 6.36%
$3.02M - $3.58M
889K $21.7M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
SELL
 -
-60.4K
- 6.36%
$3.02M - $3.58M
889K $21.7M
Aug 01, 2022 Q2 2022
Jackson Wealth Management, LLC

SELL
 -
-64.2K
- 59.62%
$3.2M - $3.81M
43.5K $1.06M

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