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
Aug 13, 2024 Q4 2020
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
46
+ 287.5%
$1.75K - $2.08K
62 $1.52K
Feb 16, 2021 Q4 2020
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
41
+ 0.54%
$1.56K - $1.86K
7.58K $185K
Feb 02, 2021 Q4 2020
Schwab Charitable Fund

BUY
 -
40
+ 0.53%
$1.52K - $1.81K
7.57K $185K
Feb 16, 2021 Q4 2020
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
38
New
$1.44K - $1.72K
38 $929
Feb 03, 2021 Q4 2020
Focused Wealth Management, Inc

BUY
 -
37
+ 102.78%
$1.41K - $1.68K
73 $1.78K
Jan 19, 2021 Q4 2020
First Command Advisory Services, Inc.

BUY
 -
34
New
$1.29K - $1.54K
34 $831
Feb 11, 2021 Q4 2020
Bison Wealth, LLC

BUY
 -
33
+ 30.28%
$1.25K - $1.5K
142 $3.47K
Mar 03, 2021 Q4 2020
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
31
+ 0.48%
$1.18K - $1.4K
6.55K $160K
Feb 11, 2021 Q4 2020
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
18
+ 0.21%
$684 - $816
8.57K $210K
Jan 19, 2021 Q4 2020
Marino, Stram & Associates LLC

BUY
 -
10
+ 0.13%
$380 - $453
7.58K $185K
Feb 16, 2021 Q4 2020
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
2
+ 0.03%
$76 - $90.6
5.87K $144K
May 24, 2021 Q4 2020
Sargent Bickham Lagudis LLC

BUY
 -
1
+ 1.82%
$38 - $45.3
56 $1.37K
Feb 02, 2021 Q4 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 11, 2021 Q4 2020
Valeo Financial Advisors, LLC

SELL
 -
-3
- 0.01%
$114 - $136
45.9K $1.12M
Feb 10, 2021 Q4 2020
Assetmark, Inc

SELL
 -
-4
Closed
$152 - $181
0 $0
Feb 11, 2021 Q4 2020
Slow Capital, Inc.

SELL
 -
-18
Closed
$684 - $816
0 $0
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

SELL
 -
-34
- 9.42%
$1.29K - $1.54K
327 $8K
Feb 03, 2021 Q4 2020
Savant Capital, LLC

SELL
 -
-69
- 0.51%
$2.62K - $3.13K
13.6K $332K
Dec 19, 2024 Q4 2020
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-90
- 0.79%
$3.42K - $4.08K
11.4K $278K
Jan 11, 2021 Q4 2020
John W. Brooker & Co., Cp As

SELL
 -
-104
- 31.42%
$3.95K - $4.71K
227 $5.55K
Feb 08, 2021 Q4 2020
Foster Victor Wealth Advisors, LLC

SELL
 -
-123
- 0.64%
$4.67K - $5.57K
19K $463K
Feb 08, 2021 Q4 2020
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-170
- 0.47%
$6.46K - $7.7K
36K $880K
Jan 14, 2021 Q4 2020
Bogart Wealth, LLC

SELL
 -
-198
Closed
$7.52K - $8.97K
0 $0
Mar 05, 2021 Q4 2020
Catalyst Private Wealth, LLC

SELL
 -
-217
Closed
$8.24K - $9.83K
0 $0
Jan 14, 2021 Q4 2020
Vigilant Capital Management, LLC

SELL
 -
-381
Closed
$14.5K - $17.3K
0 $0
Feb 12, 2021 Q4 2020
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-428
- 7.24%
$16.3K - $19.4K
5.48K $134K
Mar 10, 2021 Q4 2020
Wade Financial Advisory, Inc

SELL
 -
-450
- 5.71%
$17.1K - $20.4K
7.43K $182K
Mar 05, 2021 Q4 2020
Jeppson Wealth Management, LLC

SELL
 -
-500
Closed
$19K - $22.7K
0 $0
Jan 21, 2021 Q4 2020
Droms Strauss Advisors Inc

St. Louis, MO
SELL
 -
-544
- 0.7%
$20.7K - $24.6K
77.7K $1.9M
Feb 10, 2021 Q4 2020
Wealth Enhancement Advisory Services, LLC

SELL
 -
-574
- 2.68%
$21.8K - $26K
20.9K $511K
Jan 25, 2021 Q4 2020
Vista Wealth Management Group, LLC

SELL
 -
-589
- 3.16%
$22.4K - $26.7K
18.1K $441K
Feb 04, 2021 Q4 2020
Altium Wealth Management LLC

SELL
 -
-643
- 5.64%
$24.4K - $29.1K
10.8K $263K
Feb 09, 2021 Q4 2020
Blair William & CO

Chicago, IL
SELL
 -
-679
- 35.18%
$25.8K - $30.8K
1.25K $30.6K
Mar 22, 2023 Q4 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-728
- 54.86%
$27.7K - $33K
599 $14.6K
Feb 03, 2021 Q4 2020
Mengis Capital Management, Inc.

SELL
 -
-890
- 11.65%
$33.8K - $40.3K
6.75K $165K
Feb 10, 2021 Q4 2020
Financial Advisory Service, Inc.

SELL
 -
-931
- 4.67%
$35.4K - $42.2K
19K $465K
Feb 05, 2021 Q4 2020
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-1.07K
- 0.67%
$40.6K - $48.4K
159K $3.89M
Feb 11, 2021 Q4 2020
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-1.28K
- 29.24%
$48.8K - $58.2K
3.11K $76K
Feb 16, 2021 Q4 2020
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-1.29K
- 1.4%
$49.1K - $58.5K
90.8K $2.22M
Jan 25, 2021 Q4 2020
Cambridge Advisors Inc.

SELL
 -
-1.32K
- 5.49%
$50.1K - $59.7K
22.7K $555K
Feb 09, 2021 Q4 2020
Spectrum Management Group, LLC

SELL
 -
-1.39K
Closed
$52.7K - $62.9K
0 $0
Feb 16, 2021 Q4 2020
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-1.43K
- 3.52%
$54.3K - $64.8K
39.2K $957K
Feb 11, 2021 Q4 2020
Commonwealth Equity Services, LLC

SELL
 -
-1.45K
- 1.48%
$54.9K - $65.5K
96.2K $2.35M
Feb 10, 2021 Q4 2020
Aptus Capital Advisors, LLC

SELL
 -
-1.7K
- 91.91%
$64.7K - $77.2K
150 $3.67K
Feb 12, 2021 Q4 2020
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-1.76K
- 4.93%
$66.8K - $79.7K
33.9K $829K
Feb 18, 2021 Q4 2020
Truist Financial Corp

SELL
 -
-1.84K
- 15.55%
$70.1K - $83.6K
10K $245K
Jan 29, 2021 Q4 2020
Creative Planning

Overland Park, KS
SELL
 -
-2.21K
- 3.97%
$83.9K - $100K
53.4K $1.31M
Feb 08, 2021 Q4 2020
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-2.54K
- 33.26%
$96.6K - $115K
5.1K $125K
Jan 15, 2021 Q4 2020
Cva Family Office, LLC

SELL
 -
-2.7K
- 9.34%
$102K - $122K
26.2K $640K

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