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
Aug 11, 2022 Q2 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-111
- 2.01%
$5.54K - $6.58K
5.42K $136K
Aug 02, 2022 Q2 2022
Financial Advisory Service, Inc.

SELL
 -
-124
- 3.74%
$6.19K - $7.35K
3.19K $79.8K
Aug 03, 2022 Q2 2022
Janiczek Wealth Management, LLC

SELL
 -
-127
- 0.42%
$6.34K - $7.53K
30.3K $759K
Aug 16, 2022 Q2 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-132
- 1.65%
$6.59K - $7.83K
7.89K $197K
Aug 03, 2022 Q2 2022
Assetmark, Inc

SELL
 -
-136
- 99.27%
$6.79K - $8.06K
1 $25
Aug 04, 2022 Q2 2022
Jackson Creek Investment Advisors LLC

SELL
 -
-144
- 0.74%
$7.19K - $8.54K
19.4K $486K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-153
Closed
$7.64K - $9.07K
0 $0
Aug 22, 2022 Q2 2022
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-165
Closed
$8.24K - $9.78K
0 $0
Aug 04, 2022 Q2 2022
Fifth Third Bancorp

SELL
 -
-182
Closed
$9.09K - $10.8K
0 $0
Jul 22, 2022 Q2 2022
Financial Connections Group, Inc.

SELL
 -
-190
Closed
$9.49K - $11.3K
0 $0
Aug 03, 2022 Q2 2022
Valeo Financial Advisors, LLC

SELL
 -
-207
- 0.72%
$10.3K - $12.3K
28.6K $716K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-208
- 53.06%
$10.4K - $12.3K
184 $4.6K
Aug 12, 2022 Q2 2022
Fca Corp

Houston, TX
SELL
 -
-238
- 0.46%
$11.9K - $14.1K
51.8K $1.3M
Jul 19, 2022 Q2 2022
Foster Victor Wealth Advisors, LLC

SELL
 -
-318
- 1.47%
$15.9K - $18.9K
21.3K $534K
Jul 21, 2022 Q2 2022
Sandy Spring Bank

SELL
 -
-320
Closed
$16K - $19K
0 $0
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-323
Closed
$16.1K - $19.2K
0 $0
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-335
Closed
$16.7K - $19.9K
0 $0
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

SELL
 -
-378
- 7.15%
$18.9K - $22.4K
4.91K $123K
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-392
Closed
$19.6K - $23.2K
0 $0
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-400
- 5.79%
$20K - $23.7K
6.51K $163K
Aug 10, 2022 Q2 2022
Paragon Capital Management LLC

Overland Park, KS
SELL
 -
-400
- 8.54%
$20K - $23.7K
4.28K $107K
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-405
Closed
$20.2K - $24K
0 $0
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-408
Closed
$20.4K - $24.2K
0 $0
Aug 02, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-425
Closed
$21.2K - $25.2K
0 $0
Jul 22, 2022 Q2 2022
Rice Partnership, LLC

SELL
 -
-453
Closed
$22.6K - $26.9K
0 $0
Aug 11, 2022 Q2 2022
Mcf Advisors LLC

Covington, KY
SELL
 -
-466
- 13.98%
$23.3K - $27.6K
2.87K $71.8K
Aug 03, 2022 Q2 2022
Newman Dignan & Sheerar, Inc.

SELL
 -
-488
- 6.55%
$24.4K - $28.9K
6.97K $174K
Jul 22, 2022 Q2 2022
Baker Ellis Asset Management LLC

SELL
 -
-500
- 7.35%
$25K - $29.6K
6.3K $158K
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-555
- 3.79%
$27.7K - $32.9K
14.1K $353K
Aug 02, 2022 Q2 2022
Plante Moran Financial Advisors, LLC

SELL
 -
-599
- 78.61%
$29.9K - $35.5K
163 $4.08K
Aug 11, 2022 Q2 2022
Droms Strauss Advisors Inc

St. Louis, MO
SELL
 -
-752
- 1.09%
$37.5K - $44.6K
68.1K $1.7M
Aug 12, 2022 Q2 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-757
- 6.31%
$37.8K - $44.9K
11.2K $281K
Aug 12, 2022 Q2 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-778
- 8.7%
$38.8K - $46.1K
8.16K $204K
Aug 06, 2024 Q2 2022
Hantz Financial Services, Inc.

SELL
 -
-785
- 78.03%
$39.2K - $46.5K
221 $5.53K
Aug 12, 2022 Q2 2022
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-804
- 4.62%
$40.1K - $47.7K
16.6K $415K
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-804
- 9.22%
$40.1K - $47.7K
7.91K $198K
Jul 29, 2022 Q2 2022
Avidian Wealth Solutions, LLC

SELL
 -
-807
- 1.53%
$40.3K - $47.8K
51.9K $1.3M
Aug 11, 2022 Q2 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-839
Closed
$41.9K - $49.7K
0 $0
Aug 08, 2022 Q2 2022
Lansing Street Advisors

SELL
 -
-865
Closed
$43.2K - $51.3K
0 $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-875
Closed
$43.7K - $51.9K
0 $0
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

SELL
 -
-895
- 56.65%
$44.7K - $53.1K
685 $17.1K
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

SELL
 -
-925
- 16.57%
$46.2K - $54.8K
4.66K $117K
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
SELL
 -
-991
- 14.35%
$49.5K - $58.8K
5.92K $148K
Jul 18, 2022 Q2 2022
Camelot Portfolios, LLC

SELL
 -
-1.09K
- 11.04%
$54.6K - $64.9K
8.81K $221K
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

SELL
 -
-1.12K
Closed
$55.8K - $66.2K
0 $0
Jul 29, 2022 Q2 2022
Burt Wealth Advisors

SELL
 -
-1.17K
- 0.55%
$58.6K - $69.5K
210K $5.26M
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-1.2K
- 17.04%
$59.7K - $70.9K
5.82K $146K
Aug 02, 2022 Q2 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-1.34K
- 3.72%
$66.8K - $79.3K
34.6K $866K
Jul 15, 2022 Q2 2022
Harbor Group, Inc.

SELL
 -
-1.42K
- 5.12%
$70.9K - $84.2K
26.3K $658K

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