Purchases and Sales Made in Q3 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 Q3 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
Nov 14, 2022 Q3 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
5.04M
+ 4.51%
$241M - $286M
117M $2.85B
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.36M
New
$64.9M - $77.1M
1.36M $33.1M
Oct 18, 2022 Q3 2022
Charles Schwab Trust CO

BUY
 -
264K
+ 347.39%
$12.6M - $15M
340K $8.29M
Nov 18, 2022 Q3 2022
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
257K
New
$12.3M - $14.6M
257K $6.26M
Oct 26, 2022 Q3 2022
Systelligence, LLC

BUY
 -
169K
+ 115.84%
$8.05M - $9.57M
314K $7.66M
Nov 10, 2022 Q3 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
153K
+ 50.16%
$7.31M - $8.69M
458K $11.2M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
103K
+ 46.4%
$4.91M - $5.84M
324K $7.91M
Nov 14, 2022 Q3 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
102K
New
$4.85M - $5.77M
102K $2.48M
Oct 24, 2022 Q3 2022
Mc Adam, LLC

BUY
 -
77K
+ 3.86%
$3.68M - $4.37M
2.07M $50.5M
Nov 14, 2022 Q3 2022
Haverford Trust CO

Radnor, PA
BUY
 -
74K
+ 96.92%
$3.53M - $4.2M
150K $3.67M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
66.4K
+ 38.77%
$3.17M - $3.77M
238K $5.8M
Nov 09, 2022 Q3 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
61.7K
+ 28.17%
$2.95M - $3.5M
281K $6.85M
Oct 14, 2022 Q3 2022
Washington Trust Advisors, Inc.

BUY
 -
60.2K
+ 5.95%
$2.87M - $3.42M
1.07M $26.1M
Nov 14, 2022 Q3 2022
Jackson Wealth Management, LLC

BUY
 -
51.9K
+ 119.36%
$2.48M - $2.95M
95.3K $2.33M
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
46.9K
+ 44.87%
$2.24M - $2.66M
151K $3.69M
Nov 07, 2022 Q3 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
45.1K
+ 1058.32%
$2.15M - $2.56M
49.4K $1.2M
Nov 08, 2022 Q3 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
41.4K
+ 13.27%
$1.98M - $2.35M
354K $8.63M
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
34.2K
+ 67.22%
$1.63M - $1.94M
85.1K $2.08M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
33.6K
+ 56.16%
$1.61M - $1.91M
93.5K $2.28M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
30.9K
New
$1.47M - $1.75M
30.9K $753K
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
29.7K
+ 3.34%
$1.42M - $1.69M
919K $22.4M
Nov 22, 2022 Q3 2022
Cva Family Office, LLC

BUY
 -
29.2K
+ 95.87%
$1.4M - $1.66M
59.7K $1.46M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
28.6K
+ 159.41%
$1.36M - $1.62M
46.5K $1.13M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
27.2K
+ 23.28%
$1.3M - $1.55M
144K $3.52M
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

BUY
 -
26.9K
+ 17.38%
$1.29M - $1.53M
182K $4.44M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
25.1K
+ 14.01%
$1.2M - $1.43M
204K $4.99M
Oct 21, 2022 Q3 2022
Berkshire Money Management, Inc.

BUY
 -
23.2K
New
$1.11M - $1.32M
23.2K $567K
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
21.3K
+ 56.87%
$1.02M - $1.21M
58.8K $1.43M
Oct 20, 2022 Q3 2022
Resonant Capital Advisors, LLC

BUY
 -
21.3K
+ 7.1%
$1.02M - $1.21M
321K $7.84M
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
21.1K
+ 88.24%
$1.01M - $1.2M
44.9K $1.1M
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
21K
+ 54.26%
$1M - $1.19M
59.8K $1.46M
Oct 21, 2022 Q3 2022
Gemmer Asset Management LLC

BUY
 -
20.7K
+ 4.09%
$989K - $1.18M
528K $12.9M
Nov 10, 2022 Q3 2022
True North Advisors, LLC

BUY
 -
20.5K
+ 45.53%
$980K - $1.17M
65.6K $1.6M
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
17.1K
+ 4368.62%
$818K - $973K
17.5K $427K
Oct 31, 2022 Q3 2022
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
17K
+ 4.54%
$813K - $966K
391K $9.55M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
16.9K
+ 40.0%
$806K - $958K
59K $1.44M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
16.8K
+ 2.94%
$803K - $954K
589K $14.4M
Nov 09, 2022 Q3 2022
Glassman Wealth Services

BUY
 -
16.6K
+ 1.23%
$791K - $940K
1.36M $33.1M
Nov 14, 2022 Q3 2022
Roof Eidam & Maycock

BUY
 -
16K
New
$762K - $906K
16K $389K
Nov 10, 2022 Q3 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
15.9K
New
$759K - $903K
15.9K $388K
Nov 08, 2022 Q3 2022
Ironwood Investment Counsel, LLC

BUY
 -
15.3K
+ 44.59%
$732K - $871K
49.7K $1.21M
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
15.2K
New
$726K - $863K
15.2K $371K
Nov 09, 2022 Q3 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
14.3K
+ 263.62%
$683K - $812K
19.7K $481K
Oct 12, 2022 Q3 2022
Consilium Wealth Advisory, LLC

BUY
 -
14.1K
+ 20.79%
$674K - $801K
82K $2M
Nov 10, 2022 Q3 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
12.7K
New
$607K - $721K
12.7K $310K
Oct 28, 2022 Q3 2022
Savant Capital, LLC

BUY
 -
11.2K
+ 57.21%
$535K - $636K
30.8K $751K
Nov 18, 2022 Q3 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
10.5K
+ 8.54%
$502K - $597K
134K $3.26M
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
10.4K
+ 589.42%
$497K - $591K
12.2K $297K
Nov 01, 2022 Q3 2022
Lee Financial CO

Dallas, TX
BUY
 -
10.2K
+ 1.36%
$486K - $578K
761K $18.6M

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