Purchases and Sales Made in Q2 2023 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 2023. 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 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.97M+ 1.63% |
$106M - $114M
|
123M
$3.07B
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
359K+ 101.97% |
$19.3M - $20.7M
|
711K
$17.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
247K+ 35.72% |
$13.3M - $14.3M
|
940K
$23.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
184K+ 7.7% |
$9.9M - $10.6M
|
2.57M
$64.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
149K+ 7.78% |
$8M - $8.56M
|
2.06M
$51.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
110K+ 5.24% |
$5.94M - $6.35M
|
2.22M
$55.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
105K+ 24.04% |
$5.64M - $6.03M
|
540K
$13.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
104KNew |
$5.62M - $6.01M
|
104K
$2.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
76.9KNew |
$4.14M - $4.43M
|
76.9K
$1.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
75.5K+ 9.83% |
$4.06M - $4.35M
|
843K
$21.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
73.5K+ 13.3% |
$3.96M - $4.23M
|
626K
$15.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
67.5K+ 14.64% |
$3.64M - $3.89M
|
529K
$13.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
61.3K+ 10.11% |
$3.3M - $3.53M
|
668K
$16.7M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
59.8KNew |
$3.22M - $3.45M
|
59.8K
$1.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
49.8K+ 19.96% |
$2.68M - $2.87M
|
299K
$7.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.6K+ 19.22% |
$2.67M - $2.86M
|
308K
$7.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
48.7K+ 55.57% |
$2.62M - $2.8M
|
136K
$3.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
47.4K+ 347.97% |
$2.55M - $2.73M
|
61.1K
$1.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
46.5K+ 7.13% |
$2.5M - $2.67M
|
698K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
43.9K+ 14.8% |
$2.37M - $2.53M
|
341K
$8.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.8K+ 5.05% |
$2.36M - $2.52M
|
911K
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42KNew |
$2.26M - $2.42M
|
42K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
41.4KNew |
$2.23M - $2.38M
|
41.4K
$1.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
BUY
|
- |
32.8KNew |
$1.77M - $1.89M
|
32.8K
$821K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.9KNew |
$1.72M - $1.84M
|
31.9K
$798K
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
28.8K+ 65.71% |
$1.55M - $1.66M
|
72.7K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
27.2KNew |
$1.46M - $1.57M
|
27.2K
$680K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.1K+ 16.36% |
$1.4M - $1.5M
|
185K
$4.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
24.8KNew |
$1.33M - $1.43M
|
24.8K
$619K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.7K+ 8.6% |
$1.33M - $1.42M
|
312K
$7.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
24.7K+ 14.13% |
$1.33M - $1.42M
|
199K
$4.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
23.6K+ 40.9% |
$1.27M - $1.36M
|
81.5K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
23.4KNew |
$1.26M - $1.35M
|
23.4K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
23KNew |
$1.24M - $1.32M
|
23K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
22K+ 46.5% |
$1.18M - $1.27M
|
69.3K
$1.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
21.9K+ 2.9% |
$1.18M - $1.26M
|
778K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.7K+ 6694.5% |
$1.11M - $1.19M
|
21K
$525K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
18.4K+ 68.21% |
$991K - $1.06M
|
45.4K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
18K+ 9.18% |
$967K - $1.03M
|
214K
$5.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.7K+ 209.95% |
$898K - $961K
|
24.6K
$616K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
14.9K+ 8.95% |
$801K - $856K
|
181K
$4.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
14.1K+ 2.4% |
$760K - $813K
|
602K
$15.1M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.8K+ 38.11% |
$742K - $793K
|
49.9K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 106.99% |
$719K - $769K
|
25.8K
$646K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.3KNew |
$717K - $767K
|
13.3K
$333K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13K+ 28.56% |
$701K - $750K
|
58.6K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13K+ 7.54% |
$698K - $747K
|
185K
$4.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8K+ 23.21% |
$686K - $734K
|
67.7K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.6K+ 5.62% |
$680K - $727K
|
237K
$5.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.4K+ 15.02% |
$666K - $713K
|
94.8K
$2.37M
|