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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
4.11KNew |
$221K - $237K
|
4.11K
$102K
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
BUY
|
- |
4.08KNew |
$220K - $235K
|
4.08K
$101K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4.06KNew |
$218K - $234K
|
4.06K
$101K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
3.96KNew |
$213K - $228K
|
3.96K
$98.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.96KNew |
$213K - $228K
|
3.96K
$98.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.9KNew |
$210K - $224K
|
3.9K
$96.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.87KNew |
$208K - $223K
|
3.87K
$96.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.86K+ 1.28% |
$208K - $222K
|
305K
$7.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.76KNew |
$202K - $216K
|
3.76K
$93.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
3.75KNew |
$202K - $216K
|
3.75K
$93.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.75K+ 1.43% |
$202K - $216K
|
267K
$6.62M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.75K+ 1.43% |
$202K - $216K
|
267K
$6.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.74K+ 679.13% |
$201K - $215K
|
4.29K
$107K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.68K+ 15.93% |
$198K - $212K
|
26.8K
$666K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.63K+ 19.27% |
$196K - $209K
|
22.5K
$558K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.63KNew |
$195K - $209K
|
3.63K
$90.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.61K+ 10.71% |
$194K - $208K
|
37.3K
$925K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.59KNew |
$193K - $207K
|
3.59K
$89.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
3.58KNew |
$193K - $206K
|
3.58K
$88.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.56KNew |
$191K - $205K
|
3.56K
$88.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.51K+ 10.35% |
$189K - $202K
|
37.4K
$929K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.48KNew |
$187K - $200K
|
3.48K
$86.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
3.48KNew |
$187K - $200K
|
3.48K
$86.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
3.46K+ 4.19% |
$186K - $199K
|
86.1K
$2.14M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
3.42K+ 1.92% |
$184K - $197K
|
181K
$4.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
3.31K+ 1.6% |
$178K - $190K
|
211K
$5.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.2K+ 10.5% |
$172K - $184K
|
33.6K
$835K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
3.05K+ 164.12% |
$164K - $176K
|
4.91K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.78K+ 9.27% |
$150K - $160K
|
32.8K
$815K
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.77K+ 3.36% |
$149K - $160K
|
85.2K
$2.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
2.65K+ 1.66% |
$143K - $153K
|
162K
$4.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.63K+ 44.31% |
$142K - $152K
|
8.57K
$213K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.41KNew |
$129K - $138K
|
2.41K
$59.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.38K+ 28.82% |
$128K - $137K
|
10.6K
$264K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.36K+ 2.92% |
$127K - $136K
|
83.3K
$2.07M
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
2.2K+ 3.38% |
$119K - $127K
|
67.5K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.16K+ 5.73% |
$116K - $124K
|
39.9K
$991K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.14K+ 60.09% |
$115K - $123K
|
5.71K
$142K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.03K+ 17.02% |
$109K - $117K
|
13.9K
$346K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.79KNew |
$96.1K - $103K
|
1.79K
$44.3K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
1.67KNew |
$90.1K - $96.4K
|
1.67K
$41.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.64K+ 199.27% |
$88.4K - $94.5K
|
2.47K
$61.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.64K+ 2.44% |
$88.1K - $94.3K
|
68.9K
$1.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.63KNew |
$87.9K - $94K
|
1.63K
$40.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.61KNew |
$86.5K - $92.5K
|
1.61K
$39.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.55KNew |
$83.5K - $89.2K
|
1.55K
$38.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.48K+ 0.6% |
$79.6K - $85.2K
|
249K
$6.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.45K+ 322.22% |
$78.1K - $83.5K
|
1.9K
$47.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.42K+ 2.35% |
$76.6K - $81.9K
|
61.9K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.4K+ 2.13% |
$75.4K - $80.7K
|
67.3K
$1.67M
|