Purchases and Sales Made in Q2 2023 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 2023. 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 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-63.9K- 84.11% |
$3.44M - $3.68M
|
12.1K
$298K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78.3K- 8.7% |
$4.22M - $4.51M
|
822K
$20.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
SELL
|
- |
-146K- 45.31% |
$7.87M - $8.42M
|
176K
$4.35M
|