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
Jan 11, 2023 Q4 2022
Pacific Wealth Strategies Group, Inc.

BUY
 -
704
+ 1.1%
$34.1K - $39.8K
65K $1.59M
Feb 15, 2023 Q4 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
703
+ 15.13%
$34K - $39.8K
5.35K $131K
Jan 24, 2023 Q4 2022
Sol Capital Management CO

BUY
 -
655
+ 6.89%
$31.7K - $37.1K
10.2K $248K
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
642
New
$31.1K - $36.3K
642 $15.7K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
641
+ 8.51%
$31K - $36.3K
8.17K $200K
Jan 17, 2023 Q4 2022
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
575
New
$27.8K - $32.5K
575 $14.1K
Feb 13, 2023 Q4 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
568
+ 4.47%
$27.5K - $32.1K
13.3K $324K
Jan 18, 2023 Q4 2022
Hanson & Doremus Investment Management

BUY
 -
536
New
$26K - $30.3K
536 $13.1K
Jan 18, 2023 Q4 2022
Johnson Bixby & Associates, LLC

BUY
 -
522
+ 1.23%
$25.3K - $29.5K
43K $1.05M
Jan 30, 2023 Q4 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
506
+ 5.95%
$24.5K - $28.6K
9.01K $220K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
466
+ 57.46%
$22.6K - $26.4K
1.28K $31.2K
Feb 13, 2023 Q4 2022
Consilium Wealth Advisory, LLC

BUY
 -
386
+ 0.47%
$18.7K - $21.8K
82.4K $2.01M
Feb 14, 2023 Q4 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
379
+ 4.7%
$18.4K - $21.5K
8.44K $206K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
377
New
$18.3K - $21.3K
377 $9.22K
Jan 11, 2023 Q4 2022
Sound Income Strategies, LLC

BUY
 -
355
New
$17.2K - $20.1K
355 $8.68K
Feb 13, 2023 Q4 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
347
+ 0.44%
$16.8K - $19.6K
79.6K $1.95M
Jan 20, 2023 Q4 2022
First Command Advisory Services, Inc.

BUY
 -
311
New
$15.1K - $17.6K
311 $7.6K
Feb 13, 2023 Q4 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
307
+ 2.81%
$14.9K - $17.4K
11.2K $274K
Jan 25, 2023 Q4 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
299
+ 249.17%
$14.5K - $16.9K
419 $10.2K
Feb 07, 2023 Q4 2022
Thoroughbred Financial Services, LLC

BUY
 -
269
+ 3.31%
$13K - $15.2K
8.39K $205K
Jan 10, 2023 Q4 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
261
New
$12.6K - $14.8K
261 $6.38K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
238
New
$11.5K - $13.5K
238 $5.82K
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
238
+ 1.4%
$11.5K - $13.5K
17.3K $423K
Feb 08, 2023 Q4 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
225
+ 3.89%
$10.9K - $12.7K
6K $147K
Jan 27, 2023 Q4 2022
Asset Planning Corporation

BUY
 -
220
+ 0.85%
$10.7K - $12.5K
26.2K $641K
Jan 11, 2023 Q4 2022
Financial Management Professionals, Inc.

BUY
 -
219
+ 359.02%
$10.6K - $12.4K
280 $6.85K
Feb 06, 2023 Q4 2022
Avidian Wealth Solutions, LLC

BUY
 -
219
+ 0.46%
$10.6K - $12.4K
48.1K $1.18M
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
194
+ 4.18%
$9.4K - $11K
4.83K $118K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
172
New
$8.33K - $9.74K
172 $4.21K
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

BUY
 -
167
+ 2.9%
$8.09K - $9.45K
5.92K $145K
Jan 31, 2023 Q4 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
154
+ 5.37%
$7.46K - $8.72K
3.02K $73.9K
Feb 16, 2023 Q4 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
154
+ 334.78%
$7.46K - $8.72K
200 $4.89K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
153
+ 2.09%
$7.41K - $8.66K
7.46K $182K
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
150
+ 0.32%
$7.26K - $8.49K
47.4K $1.16M
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
143
New
$6.93K - $8.09K
143 $3.5K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
141
+ 2.27%
$6.83K - $7.98K
6.36K $155K
Jan 19, 2023 Q4 2022
Appleton Partners Inc

BUY
 -
130
+ 1.2%
$6.3K - $7.36K
11K $268K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
127
+ 2.25%
$6.15K - $7.19K
5.77K $141K
Jan 31, 2023 Q4 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
118
New
$5.71K - $6.68K
118 $2.89K
Jan 12, 2023 Q4 2022
Solitude Financial Services

BUY
 -
110
+ 0.73%
$5.33K - $6.23K
15.2K $371K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
95
New
$4.6K - $5.38K
95 $2.32K
Jan 31, 2023 Q4 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
95
+ 1.89%
$4.6K - $5.38K
5.13K $125K
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
93
New
$4.5K - $5.26K
93 $2.27K
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
93
New
$4.5K - $5.26K
93 $2.27K
Feb 06, 2023 Q4 2022
New Square Capital LLC

BUY
 -
92
New
$4.46K - $5.21K
92 $2.25K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
90
New
$4.36K - $5.09K
90 $2.2K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
89
New
$4.31K - $5.04K
89 $2.18K
Feb 14, 2023 Q4 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
85
+ 0.78%
$4.12K - $4.81K
11K $268K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
81
New
$3.92K - $4.58K
81 $1.98K

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