Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
21.7M+ 24.05% |
$1.08B - $1.29B
|
112M
$2.8B
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
468K+ 454028.16% |
$23.3M - $27.7M
|
468K
$11.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
305KNew |
$15.2M - $18.1M
|
305K
$7.63M
|
|
|
Jul 29, 2022
Q2 2022
|
Ashford Advisors, LLC
|
BUY
|
- |
183K+ 37.19% |
$9.14M - $10.9M
|
675K
$16.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
164K+ 27.93% |
$8.18M - $9.71M
|
751K
$18.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
123KNew |
$6.15M - $7.31M
|
123K
$3.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
103K+ 88.56% |
$5.13M - $6.1M
|
219K
$5.48M
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
102K+ 48.63% |
$5.1M - $6.06M
|
312K
$7.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
94.9KNew |
$4.74M - $5.63M
|
94.9K
$2.37M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
91.9KNew |
$4.59M - $5.45M
|
91.9K
$2.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
76.3KNew |
$3.81M - $4.52M
|
76.3K
$1.91M
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
73.5K+ 83.98% |
$3.67M - $4.36M
|
161K
$4.03M
|
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
72.2K+ 11.96% |
$3.6M - $4.28M
|
676K
$16.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
66.8K+ 21.24% |
$3.33M - $3.96M
|
381K
$9.54M
|
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
65.2K+ 21.07% |
$3.25M - $3.86M
|
374K
$9.37M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
65.1K+ 6.88% |
$3.25M - $3.86M
|
1.01M
$25.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
62.1K+ 67.02% |
$3.1M - $3.68M
|
155K
$3.87M
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
60.1K+ 4.79% |
$3M - $3.56M
|
1.31M
$32.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
57.9K+ 162.31% |
$2.89M - $3.43M
|
93.6K
$2.34M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
57.5KNew |
$2.87M - $3.41M
|
57.5K
$1.44M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
53.4KNew |
$2.67M - $3.17M
|
53.4K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52.9K+ 15.71% |
$2.64M - $3.14M
|
390K
$9.75M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
49.9K+ 4990.0% |
$2.49M - $2.96M
|
50.9K
$1.27M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
49.2K+ 3274.05% |
$2.46M - $2.92M
|
50.7K
$1.27M
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
48.6K+ 43.89% |
$2.43M - $2.88M
|
159K
$3.99M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
44K+ 9.35% |
$2.2M - $2.61M
|
514K
$12.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.5K+ 283.03% |
$1.97M - $2.34M
|
53.4K
$1.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.2K+ 316.12% |
$1.81M - $2.15M
|
47.7K
$1.19M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.8K+ 446.51% |
$1.64M - $1.94M
|
40.1K
$1M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
29.9KNew |
$1.49M - $1.77M
|
29.9K
$747K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.4K+ 33.58% |
$1.47M - $1.74M
|
117K
$2.93M
|
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
28.4K+ 415.46% |
$1.42M - $1.68M
|
35.2K
$881K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
26.6K+ 89.61% |
$1.33M - $1.58M
|
56.4K
$1.41M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22.3K+ 27.14% |
$1.11M - $1.32M
|
104K
$2.61M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21K+ 3.81% |
$1.05M - $1.24M
|
572K
$14.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
20.7KNew |
$1.03M - $1.23M
|
20.7K
$518K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
19.2KNew |
$960K - $1.14M
|
19.2K
$481K
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
19.2K+ 8.97% |
$956K - $1.14M
|
233K
$5.82M
|
|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
18.4K+ 42.98% |
$920K - $1.09M
|
61.3K
$1.53M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
17.5K+ 81.29% |
$875K - $1.04M
|
39.1K
$978K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17.1KNew |
$855K - $1.01M
|
17.1K
$428K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.6K+ 221.33% |
$829K - $984K
|
24.1K
$603K
|
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
BUY
|
- |
16.1K+ 7.13% |
$802K - $953K
|
241K
$6.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
14.9K+ 41.5% |
$745K - $885K
|
50.9K
$1.27M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
14.1K+ 1.06% |
$706K - $838K
|
1.34M
$33.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
13.8KNew |
$687K - $816K
|
13.8K
$344K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.7K+ 14.27% |
$685K - $813K
|
110K
$2.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
12.5K+ 48.21% |
$622K - $739K
|
38.3K
$958K
|
|
|
Jul 13, 2022
Q2 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
11.8K+ 2.23% |
$589K - $700K
|
540K
$13.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.8K+ 19.87% |
$588K - $698K
|
71.1K
$1.78M
|