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 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
11.6K+ 17.11% |
$577K - $685K
|
79.1K
$1.98M
|
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
11.2K+ 150.65% |
$559K - $663K
|
18.6K
$466K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.7K+ 10.52% |
$532K - $631K
|
112K
$2.8M
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
10.4K+ 2.97% |
$521K - $619K
|
362K
$9.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 121.66% |
$505K - $600K
|
18.4K
$461K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
9.93K+ 71.29% |
$496K - $589K
|
23.9K
$597K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.46KNew |
$473K - $561K
|
9.46K
$237K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.34K+ 18.58% |
$466K - $554K
|
59.6K
$1.49M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
9.17KNew |
$458K - $543K
|
9.17K
$229K
|
|
|
Jul 11, 2022
Q2 2022
|
Solitude Financial Services
|
BUY
|
- |
9.11KNew |
$455K - $540K
|
9.11K
$228K
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.85KNew |
$442K - $525K
|
8.85K
$221K
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
8.12K+ 3.15% |
$405K - $481K
|
266K
$6.66M
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.93KNew |
$396K - $470K
|
7.93K
$199K
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.74K+ 22.46% |
$386K - $459K
|
42.2K
$1.06M
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
7.57K+ 201.81% |
$378K - $449K
|
11.3K
$283K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.77KNew |
$338K - $401K
|
6.77K
$169K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
6.62K+ 51.11% |
$331K - $393K
|
19.6K
$490K
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.94K+ 31.03% |
$296K - $352K
|
25.1K
$627K
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.61KNew |
$280K - $332K
|
5.61K
$140K
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
5.6K+ 7.96% |
$280K - $332K
|
75.9K
$1.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5.53K+ 5.43% |
$276K - $328K
|
107K
$2.69M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.43K+ 16.95% |
$271K - $322K
|
37.5K
$938K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.25K+ 80.69% |
$262K - $311K
|
11.8K
$294K
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.18K+ 17.73% |
$259K - $307K
|
34.4K
$861K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.99K+ 0.85% |
$249K - $296K
|
593K
$14.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.86K+ 16.35% |
$243K - $288K
|
34.6K
$866K
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.83KNew |
$241K - $286K
|
4.83K
$121K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.71KNew |
$235K - $279K
|
4.71K
$118K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.59K+ 65.0% |
$229K - $272K
|
11.6K
$291K
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
4.59KNew |
$229K - $272K
|
4.59K
$115K
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.55K+ 1.54% |
$227K - $270K
|
300K
$7.51M
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.5K+ 69.6% |
$225K - $267K
|
11K
$275K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.41K+ 98.61% |
$220K - $261K
|
8.88K
$222K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.22K+ 7.58% |
$211K - $250K
|
59.9K
$1.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.21K+ 4.63% |
$210K - $249K
|
95.1K
$2.38M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
3.9K+ 0.78% |
$195K - $231K
|
507K
$12.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.88K+ 1.49% |
$194K - $230K
|
263K
$6.59M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.8K+ 70.06% |
$190K - $225K
|
9.22K
$231K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.74K+ 39.12% |
$187K - $222K
|
13.3K
$333K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.73K+ 10.64% |
$186K - $221K
|
38.8K
$970K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.48K+ 31.55% |
$174K - $207K
|
14.5K
$363K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3.48KNew |
$174K - $206K
|
3.48K
$86.9K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.36K+ 35.85% |
$168K - $199K
|
12.7K
$319K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.3K+ 378.3% |
$165K - $195K
|
4.17K
$104K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.18KNew |
$159K - $189K
|
3.18K
$79.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.72K+ 1.11% |
$136K - $161K
|
248K
$6.2M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.72K+ 1.11% |
$136K - $161K
|
248K
$6.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.54K+ 41.05% |
$127K - $150K
|
8.72K
$218K
|
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.14K+ 3.01% |
$107K - $127K
|
73.4K
$1.84M
|
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
2.07K+ 1.52% |
$103K - $122K
|
138K
$3.45M
|