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
Avant Capital LLC

Lafayette, LA
BUY
 -
2.04K
+ 3.39%
$97.2K - $116K
62K $1.51M
Oct 20, 2022 Q3 2022
Northland Capital Management LLC

BUY
 -
1.97K
+ 0.85%
$94.3K - $112K
235K $5.73M
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
1.87K
+ 1145.4%
$89.2K - $106K
2.03K $49.5K
Jan 03, 2023 Q3 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1.76K
+ 25.47%
$84.2K - $100K
8.68K $212K
Oct 27, 2022 Q3 2022
Bay Colony Advisory Group, Inc D

BUY
 -
1.51K
+ 7.31%
$72.3K - $85.9K
22.2K $542K
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.49K
+ 9.82%
$71.3K - $84.8K
16.7K $408K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.33K
New
$63.4K - $75.4K
1.33K $32.4K
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.31K
+ 1.43%
$62.8K - $74.6K
93.2K $2.27M
Nov 17, 2022 Q3 2022
Central Trust CO

Jefferson City, MO
BUY
 -
1.12K
+ 95.8%
$53.4K - $63.5K
2.29K $55.8K
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
1.12K
New
$53.3K - $63.4K
1.12K $27.3K
Nov 14, 2022 Q3 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1K
+ 12.9%
$47.8K - $56.8K
8.75K $214K
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
972
New
$46.4K - $55.2K
972 $23.7K
Nov 01, 2022 Q3 2022
Sheets Smith Wealth Management

BUY
 -
927
+ 8.19%
$44.3K - $52.6K
12.2K $299K
Oct 31, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
889
New
$42.5K - $50.5K
889 $21.7K
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
848
New
$40.5K - $48.2K
848 $20.7K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
839
+ 2.68%
$40.1K - $47.6K
32.1K $784K
Nov 14, 2022 Q3 2022
Maryland Capital Management

Towson, MD
BUY
 -
776
+ 14.63%
$37.1K - $44.1K
6.08K $148K
Nov 08, 2022 Q3 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
741
New
$35.4K - $42.1K
741 $18.1K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
682
+ 1.19%
$32.6K - $38.7K
58.2K $1.42M
Oct 18, 2022 Q3 2022
Alpha Omega Wealth Management LLC

BUY
 -
670
+ 7.69%
$32K - $38K
9.39K $229K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
669
+ 12.78%
$32K - $38K
5.91K $144K
Oct 20, 2022 Q3 2022
Tsfg, LLC

BUY
 -
604
+ 55.77%
$28.8K - $34.3K
1.69K $41.2K
Nov 07, 2022 Q3 2022
Stockman Wealth Management, Inc.

BUY
 -
600
+ 11.15%
$28.7K - $34.1K
5.98K $146K
Nov 09, 2022 Q3 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
529
New
$25.3K - $30K
529 $12.9K
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
516
+ 3.54%
$24.6K - $29.3K
15.1K $369K
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
510
+ 63.28%
$24.4K - $29K
1.32K $32.1K
Oct 25, 2022 Q3 2022
Pinnacle Bancorp, Inc.

BUY
 -
483
New
$23.1K - $27.4K
483 $11.8K
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
464
+ 109.18%
$22.2K - $26.4K
889 $21.7K
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
423
+ 2.56%
$20.2K - $24K
16.9K $414K
Nov 02, 2022 Q3 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
413
New
$19.7K - $23.5K
413 $10.1K
Nov 04, 2022 Q3 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
397
+ 0.67%
$19K - $22.5K
60K $1.46M
Nov 09, 2022 Q3 2022
Jackson Creek Investment Advisors LLC

BUY
 -
382
+ 1.97%
$18.2K - $21.7K
19.8K $484K
Oct 27, 2022 Q3 2022
Appleton Partners Inc

BUY
 -
336
+ 3.2%
$16K - $19.1K
10.8K $264K
Oct 17, 2022 Q3 2022
Cambridge Advisors Inc.

BUY
 -
335
+ 0.86%
$16K - $19K
39.4K $961K
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
311
+ 4.44%
$14.9K - $17.7K
7.31K $178K
Nov 09, 2022 Q3 2022
Brighton Jones LLC

BUY
 -
294
+ 5.95%
$14K - $16.7K
5.24K $128K
Nov 14, 2022 Q3 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
253
+ 3.24%
$12.1K - $14.4K
8.06K $197K
Oct 28, 2022 Q3 2022
Tiedemann Advisors, LLC

BUY
 -
246
+ 0.15%
$11.7K - $14K
160K $3.89M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
238
+ 4.85%
$11.4K - $13.5K
5.15K $126K
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
233
New
$11.1K - $13.2K
233 $5.69K
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
191
+ 139.42%
$9.12K - $10.8K
328 $8K
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
181
+ 1.79%
$8.64K - $10.3K
10.3K $252K
Nov 09, 2022 Q3 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
176
+ 10.49%
$8.41K - $10K
1.85K $45.2K
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
164
New
$7.83K - $9.31K
164 $4K
Nov 10, 2022 Q3 2022
First Foundation Advisors

Irvine, CA
BUY
 -
145
+ 2.81%
$6.93K - $8.23K
5.31K $129K
Oct 27, 2022 Q3 2022
Sargent Bickham Lagudis LLC

BUY
 -
126
+ 18.39%
$6.02K - $7.16K
811 $19.8K
Oct 20, 2022 Q3 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
120
New
$5.73K - $6.81K
120 $2.93K
Oct 14, 2022 Q3 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
120
+ 1714.29%
$5.73K - $6.81K
127 $3.1K
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
87
+ 7.14%
$4.16K - $4.94K
1.31K $31.8K

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