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 20, 2022 Q2 2022
Mc Carthy Asset Management, Inc.

SELL
 -
-1.51K
Closed
$75.5K - $89.7K
0 $0
Aug 11, 2022 Q2 2022
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-1.61K
- 16.96%
$80.1K - $95.2K
7.86K $195K
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.71K
- 7.39%
$85.5K - $102K
21.5K $533K
Aug 02, 2022 Q2 2022
Centaurus Financial, Inc.

SELL
 -
-1.72K
Closed
$85.9K - $102K
0 $0
Jul 25, 2022 Q2 2022
Godsey & Gibb Associates

SELL
 -
-1.79K
Closed
$89.4K - $106K
0 $0
Aug 12, 2022 Q2 2022
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-1.82K
- 1.06%
$90.7K - $108K
170K $4.22M
Aug 10, 2022 Q2 2022
Cidel Asset Management Inc

Toronto, Ontario, A6
SELL
 -
-1.88K
- 3.65%
$93.8K - $111K
49.7K $1.23M
Aug 02, 2022 Q2 2022
Ahrens Investment Partners LLC

SELL
 -
-1.9K
- 45.75%
$94.7K - $112K
2.25K $55.8K
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
SELL
 -
-1.9K
- 69.02%
$94.8K - $113K
852 $21.2K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.91K
- 8.33%
$95.2K - $113K
21K $521K
Aug 11, 2022 Q2 2022
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-1.97K
- 17.04%
$98.5K - $117K
9.61K $238K
Aug 15, 2022 Q2 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-2.01K
- 0.8%
$100K - $119K
248K $6.15M
Jul 24, 2024 Q2 2022
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-2.26K
- 12.03%
$113K - $134K
16.5K $410K
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-2.38K
Closed
$119K - $141K
0 $0
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

SELL
 -
-2.62K
- 96.82%
$131K - $155K
86 $2.14K
Aug 11, 2022 Q2 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-2.84K
- 11.85%
$142K - $168K
21.1K $524K
Aug 12, 2022 Q2 2022
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-2.9K
- 39.04%
$145K - $172K
4.53K $113K
Aug 12, 2024 Q2 2022
Abound Wealth Management

Franklin, TN
SELL
 -
-3.08K
- 66.9%
$154K - $183K
1.52K $37.8K
Aug 15, 2022 Q2 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-3.12K
- 47.74%
$156K - $185K
3.41K $84.8K
Aug 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-3.14K
- 10.66%
$157K - $186K
26.3K $653K
Aug 15, 2022 Q2 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-3.35K
- 43.97%
$167K - $198K
4.26K $106K
Jul 26, 2022 Q2 2022
Meridian Wealth Advisors, LLC

SELL
 -
-3.55K
Closed
$177K - $210K
0 $0
Aug 09, 2022 Q2 2022
Summitry LLC

Foster City, CA
SELL
 -
-3.59K
Closed
$179K - $213K
0 $0
Jul 27, 2022 Q2 2022
Index Fund Advisors, Inc.

SELL
 -
-3.61K
Closed
$180K - $214K
0 $0
Jul 18, 2022 Q2 2022
Empirical Asset Management, LLC

SELL
 -
-3.65K
Closed
$182K - $216K
0 $0
Aug 09, 2022 Q2 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
SELL
 -
-3.71K
Closed
$185K - $220K
0 $0
Aug 02, 2022 Q2 2022
Lincoln National Corp

SELL
 -
-3.71K
- 0.98%
$185K - $220K
376K $9.35M
Aug 04, 2022 Q2 2022
Personal Capital Advisors Corp

SELL
 -
-3.72K
Closed
$186K - $221K
0 $0
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-3.73K
- 63.26%
$186K - $221K
2.17K $53.8K
Jul 22, 2022 Q2 2022
Sns Financial Group, LLC

SELL
 -
-3.79K
Closed
$189K - $225K
0 $0
Aug 11, 2022 Q2 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-3.83K
- 97.95%
$191K - $227K
80 $1.99K
Jul 26, 2022 Q2 2022
Jmg Financial Group, Ltd.

SELL
 -
-3.83K
Closed
$191K - $227K
0 $0
Jul 18, 2022 Q2 2022
Davenport & CO LLC

SELL
 -
-4.04K
Closed
$201K - $239K
0 $0
Aug 02, 2022 Q2 2022
Pinnacle Associates LTD

SELL
 -
-4.06K
Closed
$202K - $240K
0 $0
Aug 09, 2022 Q2 2022
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-4.06K
Closed
$203K - $241K
0 $0
Jul 27, 2022 Q2 2022
Clear Creek Financial Management, LLC

SELL
 -
-4.14K
Closed
$207K - $245K
0 $0
Jun 27, 2023 Q2 2022
Strategies Wealth Advisors, LLC

Grand Rapids, MI
SELL
 -
-4.33K
Closed
$216K - $256K
0 $0
Aug 11, 2022 Q2 2022
Randolph CO Inc

Cincinnati, OH
SELL
 -
-4.39K
Closed
$219K - $260K
0 $0
Jul 29, 2022 Q2 2022
Destination Wealth Management

SELL
 -
-4.42K
Closed
$221K - $262K
0 $0
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-4.45K
- 39.88%
$222K - $264K
6.7K $166K
Aug 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-4.62K
- 31.34%
$231K - $274K
10.1K $252K
Jul 22, 2022 Q2 2022
Lockerman Financial Group, Inc.

SELL
 -
-4.67K
Closed
$233K - $277K
0 $0
Jul 26, 2022 Q2 2022
Independent Wealth Network Inc.

SELL
 -
-4.72K
Closed
$236K - $280K
0 $0
Aug 05, 2022 Q2 2022
Fort Washington Investment Advisors Inc

SELL
 -
-4.86K
Closed
$242K - $288K
0 $0
Aug 11, 2022 Q2 2022
Relative Value Partners Group, LLC

Northbrook, IL
SELL
 -
-4.88K
Closed
$244K - $290K
0 $0
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

SELL
 -
-4.91K
- 25.18%
$245K - $291K
14.6K $362K
Jul 29, 2022 Q2 2022
Austin Private Wealth, LLC

SELL
 -
-4.92K
- 13.91%
$246K - $292K
30.5K $756K
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

SELL
 -
-4.94K
- 48.56%
$247K - $293K
5.24K $130K
Jul 27, 2022 Q2 2022
Rs Crum Inc.

SELL
 -
-5K
Closed
$250K - $296K
0 $0

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