Purchases and Sales Made in Q2 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 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
Jul 28, 2022 Q2 2022
True North Advisors, LLC

BUY
 -
1.98K
+ 4.59%
$98.8K - $117K
45.1K $1.13M
Aug 05, 2022 Q2 2022
Firestone Capital Management

BUY
 -
1.74K
+ 0.73%
$86.6K - $103K
241K $6.02M
Jul 08, 2022 Q2 2022
Worth Asset Management, LLC

BUY
 -
1.69K
New
$84.5K - $100K
1.69K $42.4K
Aug 12, 2022 Q2 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
1.68K
New
$83.8K - $99.5K
1.68K $42K
Jul 18, 2022 Q2 2022
Cambridge Advisors Inc.

BUY
 -
1.61K
+ 4.3%
$80.4K - $95.5K
39.1K $977K
Jul 11, 2022 Q2 2022
Frg Family Wealth Advisors LLC

BUY
 -
1.58K
+ 9.75%
$78.6K - $93.4K
17.7K $443K
Aug 15, 2022 Q2 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.56K
+ 17.69%
$78K - $92.6K
10.4K $260K
Jul 28, 2022 Q2 2022
Stockman Wealth Management, Inc.

BUY
 -
1.52K
+ 39.38%
$75.9K - $90.1K
5.38K $135K
Aug 22, 2022 Q2 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
1.5K
+ 31.09%
$74.9K - $88.9K
6.33K $158K
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
BUY
 -
1.49K
+ 18.06%
$74.3K - $88.2K
9.73K $243K
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

BUY
 -
1.35K
+ 38.92%
$67.2K - $79.8K
4.8K $120K
Jul 13, 2022 Q2 2022
Guardian Financial Partners, LLC

BUY
 -
1.31K
+ 3.71%
$65.3K - $77.6K
36.6K $915K
Jul 27, 2022 Q2 2022
Paradigm Financial Partners, LLC

BUY
 -
1.12K
+ 11.45%
$56.1K - $66.6K
10.9K $273K
Jul 13, 2022 Q2 2022
Tsfg, LLC

BUY
 -
1.04K
+ 2306.67%
$51.8K - $61.5K
1.08K $27.1K
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
976
+ 123.39%
$48.7K - $57.9K
1.77K $44.2K
Jul 27, 2022 Q2 2022
Asset Planning Corporation

BUY
 -
864
+ 3.39%
$43.1K - $51.2K
26.3K $659K
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

BUY
 -
829
+ 87.26%
$41.4K - $49.2K
1.78K $44.5K
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
765
+ 527.59%
$38.2K - $45.4K
910 $22.8K
Aug 15, 2022 Q2 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
750
+ 10.71%
$37.4K - $44.5K
7.75K $194K
Aug 09, 2022 Q2 2022
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
723
+ 2.01%
$36.1K - $42.9K
36.7K $918K
Aug 04, 2022 Q2 2022
Brr Op Co, LLC

BUY
 -
720
+ 7.36%
$35.9K - $42.7K
10.5K $263K
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

BUY
 -
717
+ 805.62%
$35.8K - $42.5K
806 $20.2K
Aug 15, 2022 Q2 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
714
New
$35.7K - $42.3K
714 $17.9K
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
686
+ 119.72%
$34.3K - $40.7K
1.26K $31.5K
Aug 12, 2022 Q2 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
685
+ 5.09%
$34.2K - $40.6K
14.1K $354K
Aug 15, 2022 Q2 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
623
+ 13.2%
$31.1K - $36.9K
5.34K $134K
Aug 09, 2022 Q2 2022
Central Trust CO

Jefferson City, MO
BUY
 -
603
+ 106.91%
$30.1K - $35.8K
1.17K $29.2K
Jul 19, 2022 Q2 2022
Mai Capital Management

BUY
 -
444
+ 2.59%
$22.2K - $26.3K
17.6K $440K
Jul 22, 2022 Q2 2022
Ackerman Capital Advisors, LLC

BUY
 -
435
+ 8.23%
$21.7K - $25.8K
5.72K $143K
Jul 18, 2022 Q2 2022
Collective Family Office LLC

BUY
 -
395
+ 5.25%
$19.7K - $23.4K
7.92K $198K
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
392
New
$19.6K - $23.2K
392 $9.81K
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
345
+ 9.04%
$17.2K - $20.5K
4.16K $104K
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
333
+ 100.3%
$16.6K - $19.7K
665 $16.6K
Jul 25, 2022 Q2 2022
Townsend Asset Management Corp

BUY
 -
324
+ 17.26%
$16.2K - $19.2K
2.2K $55.1K
Aug 16, 2022 Q2 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
315
+ 3.0%
$15.7K - $18.7K
10.8K $271K
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
302
+ 20.93%
$15.1K - $17.9K
1.75K $43.7K
Jul 15, 2022 Q2 2022
Valley National Advisers Inc

BUY
 -
283
+ 0.55%
$14.1K - $16.8K
52.1K $1.3M
Jul 28, 2022 Q2 2022
Wfa Of San Diego, LLC

BUY
 -
261
New
$13K - $15.5K
261 $6.53K
Jul 18, 2022 Q2 2022
First National Corp

BUY
 -
237
+ 0.7%
$11.8K - $14.1K
33.9K $849K
Jul 13, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

BUY
 -
225
+ 6.44%
$11.2K - $13.3K
3.72K $93.1K
Jul 29, 2022 Q2 2022
Bcs Wealth Management

BUY
 -
206
+ 1.24%
$10.3K - $12.2K
16.8K $421K
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
203
New
$10.1K - $12K
203 $5.08K
Aug 01, 2022 Q2 2022
Lindbrook Capital, LLC

BUY
 -
160
+ 4.95%
$7.99K - $9.49K
3.39K $84.8K
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
150
New
$7.49K - $8.89K
150 $3.75K
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

BUY
 -
134
New
$6.69K - $7.94K
134 $3.35K
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

BUY
 -
129
+ 2.27%
$6.44K - $7.65K
5.82K $146K
Jul 19, 2022 Q2 2022
Mengis Capital Management, Inc.

BUY
 -
120
+ 2.44%
$5.99K - $7.11K
5.04K $126K
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

BUY
 -
119
+ 1.61%
$5.94K - $7.06K
7.51K $188K
Aug 15, 2022 Q2 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
117
+ 2.73%
$5.84K - $6.94K
4.4K $110K

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