Purchases and Sales Made in Q4 2020 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2021
Q4 2020
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3.03K- 8.69% |
$115K - $137K
|
31.9K
$785K
|
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.25KClosed |
$123K - $147K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.27K- 23.28% |
$124K - $148K
|
10.8K
$265K
|
|
|
May 20, 2022
Q4 2020
|
True North Advisors, LLC
|
SELL
|
- |
-3.54K- 17.03% |
$135K - $160K
|
17.3K
$425K
|
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-4.15K- 7.28% |
$158K - $188K
|
52.8K
$1.3M
|
|
|
Feb 04, 2021
Q4 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4.71K- 49.51% |
$179K - $213K
|
4.8K
$118K
|
|
|
Feb 05, 2021
Q4 2020
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.3KClosed |
$201K - $240K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.38K- 5.09% |
$205K - $244K
|
100K
$2.47M
|
|
|
Feb 12, 2021
Q4 2020
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.52K- 2.53% |
$210K - $250K
|
213K
$5.24M
|
|
|
Feb 10, 2021
Q4 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.8KClosed |
$220K - $263K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.05K- 45.78% |
$230K - $274K
|
7.16K
$176K
|
|
|
Jan 22, 2021
Q4 2020
|
Relaxing Retirement Coach
|
SELL
|
- |
-6.24KClosed |
$237K - $283K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-6.71K- 3.68% |
$255K - $304K
|
176K
$4.33M
|
|
|
Jan 19, 2021
Q4 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.12KClosed |
$308K - $368K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-8.17K- 5.4% |
$310K - $370K
|
143K
$3.52M
|
|
|
Feb 04, 2021
Q4 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-9.45K- 1.71% |
$359K - $428K
|
544K
$13.4M
|
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.2K- 40.16% |
$501K - $597K
|
19.6K
$483K
|
|
|
Jan 29, 2021
Q4 2020
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-14.4K- 5.42% |
$547K - $653K
|
251K
$6.19M
|
|
|
Feb 03, 2021
Q4 2020
|
Gratus Capital LLC
|
SELL
|
- |
-15.5K- 7.16% |
$589K - $702K
|
201K
$4.95M
|
|
|
Feb 11, 2021
Q4 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-17.3KClosed |
$658K - $785K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-21.8KClosed |
$828K - $988K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.4KClosed |
$889K - $1.06M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-26.6K- 4.12% |
$1.01M - $1.21M
|
620K
$15.3M
|
|
|
Apr 05, 2024
Q4 2020
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-27.4K- 58.87% |
$1.04M - $1.24M
|
19.1K
$471K
|
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-29K- 84.5% |
$1.1M - $1.31M
|
5.31K
$131K
|
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-29.3K- 13.53% |
$1.11M - $1.33M
|
187K
$4.61M
|
|
|
Jan 20, 2021
Q4 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-29.3K- 13.53% |
$1.11M - $1.33M
|
187K
$4.61M
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-33.3K- 7.63% |
$1.27M - $1.51M
|
404K
$9.94M
|
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.3K- 9.24% |
$1.53M - $1.83M
|
396K
$9.76M
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-77.7KClosed |
$2.95M - $3.52M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-173KClosed |
$6.57M - $7.84M
|
0
$0
|
|
|
Sep 23, 2021
Q4 2020
|
Systelligence, LLC
|
SELL
|
- |
-184K- 79.65% |
$7M - $8.35M
|
47.1K
$1.16M
|
|
|
Feb 01, 2021
Q4 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-292K- 65.47% |
$11.1M - $13.2M
|
154K
$3.8M
|