Purchases and Sales Made in Q3 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 Q3 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 08, 2021 Q3 2021
Plante Moran Financial Advisors, LLC

BUY
 -
19
+ 5.03%
$1K - $1.07K
397 $9.67K
Nov 15, 2021 Q3 2021
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
15
+ 0.13%
$792 - $845
11.7K $286K
Oct 07, 2021 Q3 2021
New England Guild Wealth Advisors, Inc.

BUY
 -
12
+ 0.3%
$634 - $676
3.97K $96.8K
Oct 21, 2021 Q3 2021
Townsend Asset Management Corp

BUY
 -
8
+ 0.43%
$423 - $450
1.86K $45.4K
Nov 12, 2021 Q3 2021
Mc Carthy Asset Management, Inc.

BUY
 -
6
+ 0.4%
$317 - $338
1.5K $36.5K
Nov 02, 2021 Q3 2021
Syverson Strege & CO

West Des Moines, IA
BUY
 -
5
+ 0.04%
$264 - $282
14.2K $347K
Nov 17, 2021 Q3 2021
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
2
New
$106 - $113
2 $48.7
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 07, 2023 Q3 2021
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
0
Closed
$0 - $0
0 $0
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

SELL
 -
-10
Closed
$528 - $563
0 $0
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-14
Closed
$739 - $788
0 $0
Nov 01, 2021 Q3 2021
Dhjj Financial Advisors, Ltd.

SELL
 -
-19
- 0.44%
$1K - $1.07K
4.31K $105K
Nov 02, 2021 Q3 2021
Parallel Advisors, LLC

SELL
 -
-33
- 0.43%
$1.74K - $1.86K
7.73K $188K
Nov 08, 2021 Q3 2021
Addison Advisors LLC

SELL
 -
-35
- 0.14%
$1.85K - $1.97K
24.7K $602K
Oct 12, 2021 Q3 2021
Focused Wealth Management, Inc

SELL
 -
-36
- 49.32%
$1.9K - $2.03K
37 $902
Oct 28, 2021 Q3 2021
Capital Investment Advisory Services, LLC

SELL
 -
-49
- 24.87%
$2.59K - $2.76K
148 $3.61K
Aug 06, 2024 Q3 2021
Hantz Financial Services, Inc.

SELL
 -
-92
- 29.39%
$4.86K - $5.18K
221 $5.39K
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-93
Closed
$4.91K - $5.24K
0 $0
Oct 12, 2021 Q3 2021
Bedel Financial Consulting, Inc.

SELL
 -
-95
Closed
$5.02K - $5.35K
0 $0
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
SELL
 -
-105
- 13.48%
$5.55K - $5.91K
674 $16.4K
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
SELL
 -
-112
- 7.81%
$5.92K - $6.31K
1.32K $32.2K
Nov 02, 2021 Q3 2021
Vista Wealth Management Group, LLC

SELL
 -
-118
- 0.73%
$6.23K - $6.64K
16K $390K
Nov 12, 2021 Q3 2021
Savant Capital, LLC

SELL
 -
-126
- 1.05%
$6.66K - $7.09K
11.9K $289K
Nov 03, 2021 Q3 2021
Wealth Enhancement Advisory Services, LLC

SELL
 -
-149
- 0.86%
$7.87K - $8.39K
17.2K $420K
Nov 10, 2021 Q3 2021
Paragon Capital Management LLC

Overland Park, KS
SELL
 -
-166
- 3.51%
$8.77K - $9.35K
4.57K $111K
Nov 12, 2021 Q3 2021
Sns Financial Group, LLC

SELL
 -
-176
- 4.43%
$9.3K - $9.91K
3.79K $92.4K
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

SELL
 -
-186
- 15.62%
$9.82K - $10.5K
1.01K $24.5K
Oct 28, 2021 Q3 2021
J. L. Bainbridge & Co., Inc.

SELL
 -
-200
- 4.2%
$10.6K - $11.3K
4.56K $111K
Nov 04, 2021 Q3 2021
Brighton Jones LLC

SELL
 -
-212
- 4.16%
$11.2K - $11.9K
4.88K $119K
Nov 03, 2021 Q3 2021
Bison Wealth, LLC

SELL
 -
-224
- 28.18%
$11.8K - $12.6K
571 $13.9K
Nov 04, 2021 Q3 2021
Choate Investment Advisors

Boston, MA
SELL
 -
-259
- 34.63%
$13.7K - $14.6K
489 $11.9K
Nov 04, 2021 Q3 2021
Chilton Capital Management LLC

Houston, TX
SELL
 -
-265
- 2.82%
$14K - $14.9K
9.14K $223K
Nov 12, 2021 Q3 2021
Mai Capital Management

SELL
 -
-278
- 1.38%
$14.7K - $15.7K
19.9K $484K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-391
- 29.46%
$20.7K - $22K
936 $22.8K
Oct 08, 2021 Q3 2021
Foster Victor Wealth Advisors, LLC

SELL
 -
-400
- 2.39%
$21.1K - $22.5K
16.3K $398K
Nov 12, 2021 Q3 2021
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-418
- 1.06%
$22.1K - $23.5K
38.9K $949K
Nov 09, 2021 Q3 2021
Svb Wealth LLC

Boston, MA
SELL
 -
-450
- 6.07%
$23.8K - $25.3K
6.96K $170K
Nov 03, 2021 Q3 2021
Mengis Capital Management, Inc.

SELL
 -
-450
- 7.54%
$23.8K - $25.3K
5.52K $135K
Nov 02, 2021 Q3 2021
Jackson Creek Investment Advisors LLC

SELL
 -
-587
- 2.49%
$31K - $33K
23K $560K
Nov 05, 2021 Q3 2021
Lincoln National Corp

SELL
 -
-590
- 0.15%
$31.2K - $33.2K
391K $9.53M
Nov 12, 2021 Q3 2021
Blair William & CO

Chicago, IL
SELL
 -
-673
- 77.62%
$35.5K - $37.9K
194 $4.73K
Nov 04, 2021 Q3 2021
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-785
- 0.1%
$41.5K - $44.2K
773K $18.8M
Nov 05, 2021 Q3 2021
Pfg Advisors

SELL
 -
-868
- 2.83%
$45.8K - $48.9K
29.8K $726K
Dec 19, 2023 Q3 2021
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-887
Closed
$46.9K - $49.9K
0 $0
Nov 17, 2021 Q3 2021
Colony Group LLC

Boston, MA
SELL
 -
-948
- 2.76%
$50.1K - $53.4K
33.4K $815K
Oct 19, 2021 Q3 2021
Harbor Group, Inc.

SELL
 -
-987
- 3.33%
$52.1K - $55.6K
28.6K $698K
Jul 17, 2024 Q3 2021
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-1.02K
- 98.16%
$53.6K - $57.1K
19 $463
Nov 09, 2021 Q3 2021
First National Corp

SELL
 -
-1.02K
- 2.59%
$53.8K - $57.4K
38.4K $935K
Oct 28, 2021 Q3 2021
Sterling Financial Planning, Inc.

SELL
 -
-1.07K
- 1.02%
$56.7K - $60.5K
104K $2.54M

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