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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
115+ 1.11% |
$5.74K - $6.82K
|
10.5K
$262K
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
110+ 0.55% |
$5.49K - $6.52K
|
20.2K
$506K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
104+ 7.84% |
$5.19K - $6.17K
|
1.43K
$35.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
88+ 0.9% |
$4.39K - $5.22K
|
9.82K
$246K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
84New |
$4.19K - $4.98K
|
84
$2.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
81New |
$4.04K - $4.8K
|
81
$2.03K
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
81+ 0.57% |
$4.04K - $4.8K
|
14.4K
$360K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
78+ 1.01% |
$3.89K - $4.62K
|
7.8K
$195K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
63New |
$3.15K - $3.74K
|
63
$1.58K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
56+ 0.23% |
$2.8K - $3.32K
|
24.8K
$620K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
55New |
$2.75K - $3.26K
|
55
$1.38K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 0.57% |
$2.2K - $2.61K
|
7.79K
$195K
|
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
BUY
|
- |
43+ 0.56% |
$2.15K - $2.55K
|
7.78K
$195K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
41+ 8.7% |
$2.05K - $2.43K
|
512
$12.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
37+ 0.08% |
$1.85K - $2.19K
|
47.5K
$1.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
36+ 4.43% |
$1.8K - $2.13K
|
849
$21.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
36New |
$1.8K - $2.13K
|
36
$901
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35+ 0.53% |
$1.75K - $2.08K
|
6.59K
$165K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
27+ 0.34% |
$1.35K - $1.6K
|
7.99K
$200K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
26+ 12.38% |
$1.3K - $1.54K
|
236
$5.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.57% |
$1.3K - $1.54K
|
4.6K
$115K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
24+ 0.49% |
$1.2K - $1.42K
|
4.94K
$124K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
21New |
$1.05K - $1.25K
|
21
$525
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
18New |
$899 - $1.07K
|
18
$450
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16+ 76.19% |
$799 - $949
|
37
$926
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 34.09% |
$749 - $889
|
59
$1.48K
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.38% |
$749 - $889
|
4.01K
$100K
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14+ 0.32% |
$699 - $830
|
4.36K
$109K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12+ 0.28% |
$599 - $711
|
4.37K
$109K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 0.04% |
$549 - $652
|
30.5K
$762K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2+ 0.56% |
$99.9 - $119
|
358
$8.96K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.67% |
$49.9 - $59.3
|
150
$3.75K
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.0% |
$49.9 - $59.3
|
23.9K
$599K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$99.9 - $119
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2Closed |
$99.9 - $119
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-18- 14.29% |
$899 - $1.07K
|
108
$2.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19- 0.12% |
$949 - $1.13K
|
15.2K
$381K
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-25- 4.66% |
$1.25K - $1.48K
|
511
$12.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-25- 6.81% |
$1.25K - $1.48K
|
342
$8.56K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-38- 0.48% |
$1.9K - $2.25K
|
7.82K
$196K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50Closed |
$2.5K - $2.96K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-50- 0.93% |
$2.5K - $2.96K
|
5.3K
$133K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-56- 0.13% |
$2.8K - $3.32K
|
43.4K
$1.09M
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-62- 79.49% |
$3.1K - $3.68K
|
16
$400
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-83Closed |
$4.14K - $4.92K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-88- 1.16% |
$4.39K - $5.22K
|
7.53K
$188K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-89- 0.05% |
$4.44K - $5.28K
|
179K
$4.49M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-89- 30.8% |
$4.44K - $5.28K
|
200
$5K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-92- 1.89% |
$4.59K - $5.45K
|
4.76K
$119K
|
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-98- 0.16% |
$4.89K - $5.81K
|
60K
$1.5M
|