Purchases and Sales Made in Q4 2021 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 2021. 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 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.33K+ 89.55% |
$290K - $313K
|
11.3K
$275K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.3KNew |
$288K - $311K
|
5.3K
$129K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.29K+ 20.65% |
$288K - $311K
|
30.9K
$754K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
5.23K+ 15.3% |
$285K - $307K
|
39.4K
$961K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
5.22KNew |
$284K - $307K
|
5.22K
$127K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.08K+ 2619.59% |
$277K - $299K
|
5.28K
$129K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
5.01K+ 9.12% |
$272K - $294K
|
59.9K
$1.46M
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
5KNew |
$272K - $294K
|
5K
$122K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.96KNew |
$270K - $292K
|
4.96K
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.9KNew |
$267K - $288K
|
4.9K
$120K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.79KNew |
$261K - $282K
|
4.79K
$117K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.23K+ 50.9% |
$230K - $248K
|
12.5K
$306K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.15KNew |
$226K - $244K
|
4.15K
$101K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
4.1KNew |
$223K - $241K
|
4.1K
$100K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.07KNew |
$221K - $239K
|
4.07K
$99.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.01K+ 13.29% |
$218K - $236K
|
34.2K
$834K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.99KNew |
$217K - $234K
|
3.99K
$97.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
3.96KNew |
$215K - $232K
|
3.96K
$96.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.86KNew |
$210K - $227K
|
3.86K
$94.1K
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.85KNew |
$210K - $226K
|
3.85K
$93.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.83KNew |
$208K - $225K
|
3.83K
$93.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.81KNew |
$207K - $224K
|
3.81K
$93K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.71KNew |
$202K - $218K
|
3.71K
$90.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.7KNew |
$201K - $217K
|
3.7K
$90.2K
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.65KNew |
$199K - $214K
|
3.65K
$89K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.61KNew |
$197K - $212K
|
3.61K
$88.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.6K+ 73.11% |
$196K - $211K
|
8.52K
$208K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.56K+ 6.3% |
$194K - $209K
|
60K
$1.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.55KNew |
$193K - $209K
|
3.55K
$86.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.41K+ 64.17% |
$186K - $200K
|
8.72K
$213K
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.12K+ 19.47% |
$170K - $183K
|
19.1K
$467K
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
3.01K+ 0.87% |
$164K - $177K
|
349K
$8.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2.63K+ 1.76% |
$143K - $154K
|
151K
$3.7M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.61KNew |
$142K - $153K
|
2.61K
$63.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59K+ 64.54% |
$141K - $152K
|
6.6K
$161K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.42K+ 12.15% |
$132K - $142K
|
22.3K
$545K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.39K+ 18.73% |
$130K - $140K
|
15.1K
$369K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.39K+ 1.68% |
$130K - $140K
|
145K
$3.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.16K+ 1.24% |
$118K - $127K
|
177K
$4.31M
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2K+ 41.67% |
$109K - $117K
|
6.8K
$166K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.96K+ 52.7% |
$107K - $115K
|
5.68K
$139K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.88K+ 9905.26% |
$102K - $111K
|
1.9K
$46.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.72KNew |
$93.6K - $101K
|
1.72K
$42K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.67K+ 2083.75% |
$90.8K - $97.9K
|
1.75K
$42.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
1.62K+ 26.06% |
$88.1K - $95.1K
|
7.83K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.46KNew |
$79.5K - $85.8K
|
1.46K
$35.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.45KNew |
$78.8K - $85.1K
|
1.45K
$35.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43KNew |
$77.8K - $84K
|
1.43K
$34.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.38K+ 18.22% |
$74.9K - $80.8K
|
8.92K
$218K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
1.28K+ 2.88% |
$69.9K - $75.4K
|
45.8K
$1.12M
|