Purchases and Sales Made in Q3 2022 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 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
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
87+ 7.14% |
$4.16K - $4.94K
|
1.31K
$31K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
81+ 0.56% |
$3.87K - $4.6K
|
14.5K
$344K
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
80+ 1.59% |
$3.82K - $4.54K
|
5.12K
$122K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
72New |
$3.44K - $4.09K
|
72
$1.71K
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
67+ 0.1% |
$3.2K - $3.8K
|
68.2K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
63+ 0.58% |
$3.01K - $3.58K
|
10.9K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
52+ 1.09% |
$2.48K - $2.95K
|
4.83K
$115K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
51+ 0.77% |
$2.44K - $2.9K
|
6.64K
$158K
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
50+ 0.14% |
$2.39K - $2.84K
|
36.7K
$873K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
46+ 1.36% |
$2.2K - $2.61K
|
3.44K
$81.6K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
45+ 20.36% |
$2.15K - $2.56K
|
266
$6.32K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 0.56% |
$2.1K - $2.5K
|
7.83K
$186K
|
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
BUY
|
- |
44+ 0.57% |
$2.1K - $2.5K
|
7.83K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
40+ 0.08% |
$1.91K - $2.27K
|
47.5K
$1.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
40+ 0.51% |
$1.91K - $2.27K
|
7.95K
$189K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
33+ 1.85% |
$1.58K - $1.87K
|
1.81K
$43.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
32+ 0.04% |
$1.53K - $1.82K
|
79.3K
$1.88M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
27+ 0.34% |
$1.29K - $1.53K
|
8.02K
$190K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
26+ 0.4% |
$1.24K - $1.48K
|
6.54K
$155K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
20+ 0.41% |
$955 - $1.14K
|
4.85K
$115K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
18+ 0.36% |
$860 - $1.02K
|
5.08K
$121K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
16New |
$764 - $909
|
16
$380
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
11+ 0.25% |
$525 - $625
|
4.38K
$104K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
11+ 2.68% |
$525 - $625
|
421
$10K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
10+ 0.45% |
$478 - $568
|
2.21K
$52.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8+ 0.17% |
$382 - $454
|
4.77K
$113K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7+ 0.07% |
$334 - $398
|
9.61K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5New |
$239 - $284
|
5
$119
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.05% |
$191 - $227
|
7.89K
$188K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3+ 0.84% |
$143 - $170
|
361
$8.58K
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 0.07% |
$143 - $170
|
4.37K
$104K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 3.39% |
$95.5 - $114
|
61
$1.45K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.67% |
$47.8 - $56.8
|
151
$3.59K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1New |
$47.8 - $56.8
|
1
$23.8
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.0% |
$47.8 - $56.8
|
23.9K
$569K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 1.82% |
$47.8 - $56.8
|
56
$1.33K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-14- 0.91% |
$669 - $795
|
1.53K
$36.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.09% |
$907 - $1.08K
|
21.3K
$507K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-26- 11.02% |
$1.24K - $1.48K
|
210
$4.99K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-52- 0.94% |
$2.48K - $2.95K
|
5.48K
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-52- 5.71% |
$2.48K - $2.95K
|
858
$20.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-59- 68.6% |
$2.82K - $3.35K
|
27
$642
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-65- 1.12% |
$3.1K - $3.69K
|
5.76K
$137K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-67- 0.85% |
$3.2K - $3.8K
|
7.79K
$185K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-72- 0.42% |
$3.44K - $4.09K
|
17K
$405K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-83- 98.81% |
$3.96K - $4.71K
|
1
$23.8
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-94- 89.52% |
$4.49K - $5.34K
|
11
$261
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-105- 1.4% |
$5.01K - $5.96K
|
7.42K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-107- 0.48% |
$5.11K - $6.08K
|
22.2K
$528K
|