Purchases and Sales Made in Q2 2023 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 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
Jul 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
12.2K
+ 6.17%
$657K - $703K
210K $5.21M
Jul 31, 2023 Q2 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
11.7K
+ 3.23%
$630K - $674K
374K $9.29M
Jul 24, 2023 Q2 2023
Charles Schwab Trust CO

BUY
 -
11.7K
+ 1.8%
$629K - $673K
660K $16.4M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
11.5K
New
$620K - $663K
11.5K $286K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
11.4K
+ 35.88%
$612K - $654K
43K $1.07M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
11.2K
+ 4.26%
$605K - $647K
275K $6.83M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
11K
New
$594K - $636K
11K $274K
Jul 28, 2023 Q2 2023
Sterling Financial Planning, Inc.

BUY
 -
10.7K
+ 8.43%
$575K - $615K
137K $3.41M
Jul 20, 2023 Q2 2023
Sabal Trust CO

BUY
 -
10.4K
New
$558K - $597K
10.4K $257K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
10.2K
+ 376.97%
$547K - $585K
12.9K $319K
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
9.55K
+ 34.66%
$514K - $550K
37.1K $921K
Jul 27, 2023 Q2 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
9.37K
+ 2.37%
$504K - $539K
405K $10M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
9.21K
+ 3143.0%
$496K - $530K
9.5K $236K
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
9.19K
New
$495K - $529K
9.19K $228K
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
9.15K
+ 8.39%
$492K - $527K
118K $2.93M
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
8.89K
+ 83.38%
$479K - $512K
19.6K $485K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
8.54K
+ 15.57%
$460K - $492K
63.4K $1.57M
Jul 25, 2023 Q2 2023
Resonant Capital Advisors, LLC

BUY
 -
8.48K
+ 2.44%
$457K - $488K
356K $8.85M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
8.31K
+ 1.27%
$447K - $478K
661K $16.4M
Jul 11, 2023 Q2 2023
Planned Solutions, Inc.

BUY
 -
8.22K
+ 2.52%
$443K - $473K
334K $8.3M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
7.45K
+ 2.64%
$401K - $429K
289K $7.19M
Aug 14, 2023 Q2 2023
Y Intercept (Hong Kong) LTD

BUY
 -
7.45K
New
$401K - $429K
7.45K $185K
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
7.09K
New
$382K - $408K
7.09K $176K
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
7.05K
New
$379K - $406K
7.05K $175K
Aug 08, 2023 Q2 2023
Rollins Financial

BUY
 -
7.05K
+ 19.81%
$379K - $406K
42.6K $1.06M
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
7K
+ 11.68%
$377K - $403K
66.9K $1.66M
Jul 24, 2023 Q2 2023
Arlington Financial Advisors, LLC

BUY
 -
6.57K
+ 1.3%
$354K - $378K
510K $12.7M
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
6.53K
+ 64.66%
$351K - $376K
16.6K $413K
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
6.3K
New
$339K - $363K
6.3K $156K
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
6.09K
New
$328K - $351K
6.09K $151K
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
5.91K
New
$318K - $341K
5.91K $147K
Aug 03, 2023 Q2 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
5.61K
New
$302K - $323K
5.61K $139K
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
5.39K
New
$290K - $310K
5.39K $134K
Jul 27, 2023 Q2 2023
Washington Trust Advisors, Inc.

BUY
 -
5.37K
+ 1.69%
$289K - $309K
323K $8.01M
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
5.31K
+ 18.88%
$286K - $306K
33.5K $831K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
5.22K
+ 40.36%
$281K - $301K
18.2K $451K
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

BUY
 -
5.2K
+ 10.01%
$280K - $299K
57.1K $1.42M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
5.08K
+ 0.99%
$274K - $293K
520K $12.9M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
5.04K
+ 9.69%
$272K - $290K
57.1K $1.42M
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
4.99K
New
$269K - $287K
4.99K $124K
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
4.85K
New
$261K - $279K
4.85K $120K
Jul 27, 2023 Q2 2023
Sage Financial Group Inc

BUY
 -
4.77K
New
$257K - $275K
4.77K $118K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
4.76K
+ 31.07%
$256K - $274K
20.1K $498K
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
4.58K
New
$246K - $263K
4.58K $114K
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
4.56K
New
$245K - $262K
4.56K $113K
Aug 04, 2023 Q2 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
4.43K
+ 55.86%
$239K - $255K
12.4K $307K
Jul 27, 2023 Q2 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
4.37K
+ 22.79%
$235K - $251K
23.5K $584K
Aug 09, 2023 Q2 2023
Litman Gregory Wealth Management LLC

BUY
 -
4.22K
New
$227K - $243K
4.22K $105K
Aug 08, 2023 Q2 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
4.21K
+ 4.73%
$227K - $242K
93.2K $2.31M

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