Purchases and Sales Made in Q4 2022 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 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 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.88K- 55.26% |
$236K - $276K
|
3.95K
$96.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-4.9K- 2.3% |
$237K - $277K
|
208K
$5.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.05K- 10.85% |
$244K - $286K
|
41.4K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-5.9K- 2.33% |
$286K - $334K
|
247K
$6.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-6.32K- 12.26% |
$306K - $358K
|
45.2K
$1.11M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.44K- 16.93% |
$312K - $364K
|
31.6K
$773K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.77K- 97.52% |
$328K - $383K
|
172
$4.21K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.32K- 2.26% |
$355K - $414K
|
317K
$7.75M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.94K- 31.76% |
$385K - $449K
|
17.1K
$417K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-7.98K- 10.52% |
$386K - $451K
|
67.8K
$1.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-8.17K- 8.57% |
$396K - $462K
|
87.2K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.54K- 2.04% |
$462K - $540K
|
457K
$11.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-10K- 32.61% |
$486K - $568K
|
20.7K
$507K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-10.7K- 2.79% |
$516K - $603K
|
371K
$9.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-11.5K- 49.37% |
$555K - $649K
|
11.8K
$288K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-12.4K- 1.63% |
$602K - $703K
|
748K
$18.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-13.6K- 16.72% |
$659K - $771K
|
67.8K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-16.1K- 63.04% |
$780K - $912K
|
9.45K
$231K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19K- 4.89% |
$919K - $1.07M
|
369K
$9.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-23.8K- 76.28% |
$1.15M - $1.35M
|
7.4K
$181K
|
|
|
Jan 31, 2023
Q4 2022
|
Ashford Advisors, LLC
|
SELL
|
- |
-27.8K- 4.13% |
$1.34M - $1.57M
|
645K
$15.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-31.6K- 6.32% |
$1.53M - $1.79M
|
468K
$11.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-31.8K- 6.03% |
$1.54M - $1.8M
|
496K
$12.1M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35.6K- 66.63% |
$1.72M - $2.01M
|
17.8K
$436K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-37.6K- 76.21% |
$1.82M - $2.13M
|
11.7K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.3K- 50.63% |
$2.29M - $2.68M
|
46.1K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-50.5K- 86.7% |
$2.44M - $2.86M
|
7.74K
$189K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-65.8K- 7.93% |
$3.19M - $3.72M
|
764K
$18.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-71.6K- 61.81% |
$3.47M - $4.05M
|
44.3K
$1.08M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-119K- 17.16% |
$5.76M - $6.73M
|
574K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-123K- 25.32% |
$5.95M - $6.96M
|
362K
$8.86M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-141K- 92.28% |
$6.82M - $7.97M
|
11.8K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-156K- 17.02% |
$7.58M - $8.85M
|
763K
$18.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-173K- 8.37% |
$8.39M - $9.8M
|
1.9M
$46.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-185K- 40.38% |
$8.96M - $10.5M
|
273K
$6.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-741K- 69.16% |
$35.9M - $41.9M
|
330K
$8.08M
|