Purchases and Sales Made in Q4 2022 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 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
Feb 08, 2023 Q4 2022
Aufman Associates Inc

Sewickley, PA
BUY
 -
4.02K
New
$195K - $228K
4.02K $98.3K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
4K
+ 38.67%
$194K - $227K
14.4K $351K
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
3.81K
New
$184K - $215K
3.81K $93.1K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.54K
+ 85.07%
$172K - $201K
7.71K $189K
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
3.47K
+ 24.79%
$168K - $197K
17.5K $427K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
3.35K
+ 39.19%
$162K - $190K
11.9K $291K
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

BUY
 -
3.3K
+ 14.87%
$160K - $187K
25.5K $624K
Dec 13, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
3.03K
+ 12.47%
$147K - $171K
27.3K $668K
Feb 10, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
3.03K
+ 12.47%
$147K - $171K
27.3K $668K
Jan 11, 2023 Q4 2022
Systelligence, LLC

BUY
 -
2.83K
+ 0.9%
$137K - $160K
317K $7.75M
Jan 27, 2023 Q4 2022
Paradigm Financial Partners, LLC

BUY
 -
2.21K
+ 10.5%
$107K - $125K
23.2K $567K
Feb 14, 2023 Q4 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
2.19K
+ 3.43%
$106K - $124K
66.1K $1.61M
Feb 06, 2023 Q4 2022
Sterling Financial Planning, Inc.

BUY
 -
2.16K
+ 1.86%
$104K - $122K
118K $2.9M
Feb 03, 2023 Q4 2022
Ieq Capital, LLC

BUY
 -
2.05K
+ 25.51%
$99K - $116K
10.1K $246K
Jan 20, 2023 Q4 2022
Janiczek Wealth Management, LLC

BUY
 -
2.02K
+ 6.83%
$97.6K - $114K
31.5K $771K
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
1.94K
+ 47.51%
$93.8K - $110K
6.01K $147K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.82K
+ 33.18%
$88.1K - $103K
7.3K $179K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.75K
+ 1.87%
$84.6K - $98.9K
95K $2.32M
Feb 09, 2023 Q4 2022
Plante Moran Financial Advisors, LLC

BUY
 -
1.7K
+ 83.65%
$82.2K - $96.1K
3.73K $91.1K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
1.62K
New
$78.6K - $91.8K
1.62K $39.7K
Jan 19, 2023 Q4 2022
Morris Financial Concepts, Inc.

BUY
 -
1.6K
+ 33.43%
$77.2K - $90.3K
6.37K $156K
Feb 09, 2023 Q4 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
1.59K
+ 1.78%
$77K - $90K
90.7K $2.22M
Feb 01, 2023 Q4 2022
Cap Wealth Advisors, LLC

BUY
 -
1.53K
+ 33.2%
$73.9K - $86.4K
6.12K $150K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.52K
New
$73.8K - $86.2K
1.52K $37.2K
Feb 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
BUY
 -
1.42K
+ 4743.33%
$68.9K - $80.5K
1.45K $35.5K
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
1.4K
+ 87.07%
$67.9K - $79.3K
3.01K $73.6K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.4K
+ 95.24%
$67.9K - $79.3K
2.87K $70.2K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.4K
+ 2.65%
$67.6K - $79K
54.1K $1.32M
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
1.38K
+ 70.95%
$66.8K - $78.1K
3.33K $81.3K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.37K
New
$66.1K - $77.3K
1.37K $33.4K
Feb 14, 2023 Q4 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
1.35K
+ 26.39%
$65.1K - $76.1K
6.44K $157K
Jan 25, 2023 Q4 2022
Evanson Asset Management, LLC

BUY
 -
1.31K
+ 17.46%
$63.4K - $74.1K
8.82K $216K
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.15K
+ 116.24%
$55.5K - $64.8K
2.13K $52.1K
Jan 17, 2023 Q4 2022
Guardian Financial Partners, LLC

BUY
 -
1.14K
+ 2.78%
$55.2K - $64.5K
42.2K $1.03M
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
1.07K
+ 59.0%
$51.8K - $60.5K
2.88K $70.4K
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.06K
+ 2.49%
$51.5K - $60.2K
43.9K $1.07M
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
1.01K
+ 19.59%
$48.9K - $57.1K
6.16K $151K
Jan 26, 2023 Q4 2022
Vigilant Capital Management, LLC

BUY
 -
1K
+ 29.1%
$48.4K - $56.6K
4.44K $108K
Jan 23, 2023 Q4 2022
Cambridge Advisors Inc.

BUY
 -
964
+ 2.45%
$46.7K - $54.6K
40.4K $987K
Jan 10, 2023 Q4 2022
Bcs Wealth Management

BUY
 -
960
+ 4.6%
$46.5K - $54.3K
21.8K $534K
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
932
New
$45.1K - $52.8K
932 $22.8K
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
905
+ 69.35%
$43.8K - $51.2K
2.21K $54K
Feb 06, 2023 Q4 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
873
+ 0.86%
$42.3K - $49.4K
102K $2.51M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
856
New
$41.5K - $48.4K
856 $20.9K
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
852
+ 136.1%
$41.3K - $48.2K
1.48K $36.1K
Feb 10, 2023 Q4 2022
Sandy Spring Bank

BUY
 -
824
New
$39.9K - $46.6K
824 $20.1K
Jan 10, 2023 Q4 2022
Lbmc Investment Advisors, LLC

BUY
 -
801
+ 3.58%
$38.8K - $45.3K
23.2K $567K
Feb 14, 2023 Q4 2022
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
796
New
$38.6K - $45.1K
796 $19.5K
Feb 14, 2023 Q4 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
767
+ 4.91%
$37.1K - $43.4K
16.4K $400K

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