Purchases and Sales Made in Q4 2020 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 Q4 2020. 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
Feb 16, 2021 Q4 2020
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
2.42M
+ 3.07%
$91.8M - $110M
81.1M $2B
Feb 03, 2021 Q4 2020
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
163K
+ 1355.03%
$6.18M - $7.37M
175K $4.3M
Jan 15, 2021 Q4 2020
Prairiewood Capital, LLC

BUY
 -
153K
New
$5.83M - $6.95M
153K $3.78M
Feb 10, 2021 Q4 2020
Sterling Financial Planning, Inc.

BUY
 -
110K
New
$4.18M - $4.99M
110K $2.71M
Feb 11, 2021 Q4 2020
Ubs Group Ag

BUY
 -
92.9K
+ 57.56%
$3.53M - $4.21M
254K $6.26M
Jan 14, 2021 Q4 2020
Charles Schwab Trust CO

BUY
 -
79K
+ 31.76%
$3M - $3.58M
328K $8.07M
Jan 12, 2021 Q4 2020
Mc Adam, LLC

BUY
 -
59K
+ 4.37%
$2.24M - $2.67M
1.41M $34.7M
Feb 04, 2021 Q4 2020
Glassman Wealth Services

BUY
 -
49.6K
+ 4.05%
$1.88M - $2.25M
1.27M $31.4M
Jan 29, 2021 Q4 2020
Newman Dignan & Sheerar, Inc.

BUY
 -
48.5K
+ 889.27%
$1.84M - $2.2M
54K $1.33M
Feb 05, 2021 Q4 2020
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
43.5K
New
$1.65M - $1.97M
43.5K $1.07M
Jan 21, 2021 Q4 2020
Harbor Group, Inc.

BUY
 -
31.5K
New
$1.2M - $1.43M
31.5K $776K
Jan 28, 2021 Q4 2020
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
28.5K
New
$1.08M - $1.29M
28.5K $702K
Feb 16, 2021 Q4 2020
Asset Planning Corporation

BUY
 -
27.2K
New
$1.03M - $1.23M
27.2K $670K
Jan 15, 2021 Q4 2020
Resonant Capital Advisors, LLC

BUY
 -
26.2K
+ 5.22%
$995K - $1.19M
528K $13M
Feb 16, 2021 Q4 2020
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
25.3K
New
$960K - $1.15M
25.3K $622K
Jan 13, 2021 Q4 2020
Pacific Wealth Strategies Group, Inc.

BUY
 -
25.1K
+ 30.21%
$952K - $1.14M
108K $2.66M
Feb 02, 2021 Q4 2020
Addison Advisors LLC

BUY
 -
24.7K
New
$940K - $1.12M
24.7K $609K
Feb 16, 2021 Q4 2020
Mai Capital Management

BUY
 -
24.3K
New
$922K - $1.1M
24.3K $598K
Feb 10, 2021 Q4 2020
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
22.2K
New
$843K - $1.01M
22.2K $547K
Jan 29, 2021 Q4 2020
Arlington Financial Advisors, LLC

BUY
 -
20.5K
+ 3.61%
$780K - $931K
589K $14.5M
Feb 02, 2021 Q4 2020
Envestnet Asset Management Inc

BUY
 -
19.8K
+ 30.05%
$751K - $896K
85.6K $2.11M
Feb 03, 2021 Q4 2020
Syverson Strege & CO

West Des Moines, IA
BUY
 -
12.9K
New
$492K - $586K
12.9K $319K
Jan 22, 2021 Q4 2020
White Pine Investment CO

BUY
 -
12.9K
+ 6.21%
$491K - $586K
221K $5.45M
Feb 16, 2021 Q4 2020
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
12.7K
+ 6.96%
$484K - $578K
196K $4.82M
Feb 09, 2021 Q4 2020
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
12.6K
+ 1.49%
$479K - $571K
860K $21.2M
Jan 20, 2021 Q4 2020
Kestra Advisory Services, LLC

BUY
 -
12.1K
+ 5.58%
$458K - $546K
228K $5.62M
Feb 11, 2021 Q4 2020
Burt Wealth Advisors

BUY
 -
10K
+ 7.12%
$381K - $455K
151K $3.72M
Jan 22, 2021 Q4 2020
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
9.37K
+ 8.29%
$356K - $424K
122K $3.01M
Feb 10, 2021 Q4 2020
Firestone Capital Management

BUY
 -
8.52K
+ 4.56%
$324K - $386K
195K $4.81M
Jan 29, 2021 Q4 2020
Planned Solutions, Inc.

BUY
 -
8.46K
+ 2.54%
$321K - $383K
341K $8.41M
Feb 16, 2021 Q4 2020
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
8.06K
New
$306K - $365K
8.06K $199K
Feb 16, 2021 Q4 2020
Mariner, LLC

Overland Park, KS
BUY
 -
7.1K
+ 19.49%
$270K - $322K
43.5K $1.07M
Feb 16, 2021 Q4 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
6.64K
+ 37.44%
$252K - $301K
24.4K $601K
Feb 01, 2021 Q4 2020
Foster & Motley Inc

Cincinnati, OH
BUY
 -
6.46K
+ 8.79%
$246K - $293K
80K $1.97M
Feb 12, 2021 Q4 2020
Personal Capital Advisors Corp

BUY
 -
6.39K
New
$243K - $289K
6.39K $157K
Jan 28, 2021 Q4 2020
Comerica Bank

BUY
 -
5.4K
+ 39.48%
$205K - $245K
19.1K $470K
Feb 12, 2021 Q4 2020
Mercer Global Advisors Inc

Denver, CO
BUY
 -
5.38K
+ 31.75%
$204K - $244K
22.3K $550K
Feb 12, 2021 Q4 2020
Fca Corp

Houston, TX
BUY
 -
5.1K
+ 6.06%
$194K - $231K
89.3K $2.2M
Jan 25, 2021 Q4 2020
Calton & Associates, Inc.

BUY
 -
5.08K
New
$193K - $230K
5.08K $125K
Feb 16, 2021 Q4 2020
Chilton Capital Management LLC

Houston, TX
BUY
 -
5K
New
$190K - $226K
5K $123K
Feb 10, 2021 Q4 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.9K
+ 4.58%
$186K - $222K
112K $2.76M
Feb 03, 2021 Q4 2020
J. L. Bainbridge & Co., Inc.

BUY
 -
4.86K
New
$185K - $220K
4.86K $120K
Feb 11, 2021 Q4 2020
Maryland Capital Management

Towson, MD
BUY
 -
4.85K
New
$184K - $220K
4.85K $120K
Jan 27, 2021 Q4 2020
Chicago Partners Investment Group LLC

BUY
 -
4.65K
New
$177K - $211K
4.65K $115K
Feb 01, 2021 Q4 2020
Kanawha Capital Management LLC

BUY
 -
4.63K
New
$176K - $210K
4.63K $114K
Feb 12, 2021 Q4 2020
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
4.57K
New
$174K - $207K
4.57K $113K
Feb 16, 2021 Q4 2020
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
4.56K
New
$173K - $207K
4.56K $112K
Feb 19, 2021 Q4 2020
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
4.56K
New
$173K - $207K
4.56K $112K
Jan 22, 2021 Q4 2020
Randolph CO Inc

Cincinnati, OH
BUY
 -
4.5K
New
$171K - $204K
4.5K $111K

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