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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
SELL
|
- |
-3.23K- 1.81% |
$154K - $184K
|
176K
$4.17M
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.45K- 11.32% |
$165K - $196K
|
27K
$642K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.6K- 51.17% |
$172K - $204K
|
3.44K
$81.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.92K- 44.63% |
$187K - $223K
|
4.87K
$116K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.07K- 7.83% |
$194K - $231K
|
47.9K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.61K- 44.39% |
$220K - $262K
|
5.78K
$137K
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-4.96K- 21.93% |
$237K - $281K
|
17.6K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.15K- 2.08% |
$246K - $293K
|
243K
$5.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-5.22K- 25.81% |
$249K - $296K
|
15K
$357K
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
SELL
|
- |
-5.59K- 6.87% |
$267K - $318K
|
75.8K
$1.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.99K- 1.27% |
$286K - $340K
|
467K
$11.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.03K- 6.34% |
$288K - $343K
|
89.1K
$2.12M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6.4K- 2.47% |
$306K - $363K
|
253K
$6.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.47K- 14.91% |
$309K - $367K
|
36.9K
$877K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.84K- 17.86% |
$327K - $388K
|
31.5K
$747K
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-8.49K- 5.27% |
$405K - $482K
|
153K
$3.63M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8.95K- 4.63% |
$427K - $508K
|
184K
$4.38M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.81K- 36.06% |
$468K - $557K
|
17.4K
$413K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.94K- 28.72% |
$475K - $564K
|
24.7K
$586K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.96K- 88.58% |
$475K - $565K
|
1.28K
$30.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-10.8K- 61.6% |
$518K - $616K
|
6.76K
$161K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.1K- 15.59% |
$529K - $629K
|
60K
$1.43M
|
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-11.7K- 4.44% |
$559K - $664K
|
252K
$5.98M
|
|
|
Oct 18, 2022
Q3 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-11.8K- 15.5% |
$563K - $669K
|
64.2K
$1.53M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-12.8K- 8.45% |
$612K - $728K
|
139K
$3.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-12.9K- 2.39% |
$617K - $733K
|
527K
$12.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-14K- 2.08% |
$670K - $797K
|
662K
$15.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-14.2K- 2.77% |
$679K - $807K
|
500K
$11.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-20.1K- 7.55% |
$960K - $1.14M
|
246K
$5.85M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-22.6K- 83.8% |
$1.08M - $1.29M
|
4.38K
$104K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.8K- 4.23% |
$1.28M - $1.52M
|
607K
$14.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.9K- 4.5% |
$1.33M - $1.58M
|
591K
$14M
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-29.9K- 82.79% |
$1.43M - $1.7M
|
6.22K
$148K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.7K- 5.72% |
$1.51M - $1.8M
|
522K
$12.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-38.8K- 76.45% |
$1.85M - $2.2M
|
11.9K
$284K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-39K- 35.47% |
$1.86M - $2.21M
|
70.9K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-49.5K- 15.66% |
$2.36M - $2.81M
|
266K
$6.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-68.9K- 7.67% |
$3.29M - $3.91M
|
830K
$19.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-93K- 16.25% |
$4.44M - $5.28M
|
479K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-108K- 18.2% |
$5.16M - $6.13M
|
485K
$11.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-265K- 69.59% |
$12.7M - $15.1M
|
116K
$2.75M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-465K- 99.38% |
$22.2M - $26.4M
|
2.9K
$68.8K
|