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 25, 2023 Q2 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
1.39K
+ 18.8%
$75.1K - $80.3K
8.81K $219K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.39K
+ 30.25%
$74.7K - $79.9K
5.98K $148K
Jul 13, 2023 Q2 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
1.38K
+ 23.32%
$74.4K - $79.5K
7.3K $181K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
1.32K
+ 3.91%
$71K - $75.9K
35K $870K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.25K
+ 2.34%
$67K - $71.7K
54.5K $1.35M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.22K
+ 15.09%
$65.5K - $70K
9.27K $230K
Jul 25, 2023 Q2 2023
Godsey & Gibb Associates

BUY
 -
1.18K
+ 66.0%
$63.6K - $68.1K
2.97K $73.8K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
1.11K
+ 0.38%
$59.5K - $63.6K
295K $7.32M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
1.1K
+ 18.29%
$59.2K - $63.3K
7.11K $177K
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
1.06K
+ 14.91%
$57.1K - $61.1K
8.18K $203K
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
1.01K
+ 16.02%
$54.6K - $58.4K
7.34K $182K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
1.01K
+ 931.48%
$54.2K - $57.9K
1.11K $27.7K
Aug 02, 2023 Q2 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
932
+ 5.37%
$50.2K - $53.7K
18.3K $454K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
921
+ 10.3%
$49.6K - $53K
9.86K $245K
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
902
+ 7.56%
$48.6K - $51.9K
12.8K $319K
Aug 10, 2023 Q2 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
801
+ 14.54%
$43.1K - $46.1K
6.31K $157K
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
799
+ 27.76%
$43K - $46K
3.68K $91.3K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
784
+ 1.66%
$42.2K - $45.1K
47.9K $1.19M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
749
+ 15.82%
$40.3K - $43.1K
5.48K $136K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
722
+ 13.45%
$38.9K - $41.6K
6.09K $151K
Jul 11, 2023 Q2 2023
Janiczek Wealth Management, LLC

BUY
 -
712
+ 1.53%
$38.3K - $41K
47.2K $1.17M
Aug 14, 2023 Q2 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
701
+ 14.81%
$37.7K - $40.4K
5.43K $135K
Jul 13, 2023 Q2 2023
Frg Family Wealth Advisors LLC

BUY
 -
693
+ 1.93%
$37.3K - $39.9K
36.6K $909K
Jul 28, 2023 Q2 2023
Wespac Advisors, LLC

BUY
 -
676
+ 8.48%
$36.4K - $38.9K
8.65K $215K
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
665
+ 2.49%
$35.8K - $38.3K
27.4K $679K
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
665
+ 2.49%
$35.8K - $38.3K
27.4K $679K
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
634
+ 3.06%
$34.1K - $36.5K
21.4K $531K
Aug 07, 2023 Q2 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
632
+ 7.04%
$34K - $36.4K
9.61K $239K
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
631
+ 49.03%
$34K - $36.3K
1.92K $47.6K
Aug 14, 2023 Q2 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
618
New
$33.3K - $35.6K
618 $15.3K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
490
+ 1.08%
$26.4K - $28.2K
45.9K $1.14M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
450
+ 6.81%
$24.2K - $25.9K
7.06K $175K
Jul 18, 2023 Q2 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
433
+ 0.64%
$23.3K - $24.9K
68.1K $1.69M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
413
New
$22.2K - $23.8K
413 $10.3K
Jul 28, 2023 Q2 2023
Alpha Omega Wealth Management LLC

BUY
 -
407
+ 5.88%
$21.9K - $23.4K
7.33K $182K
Aug 14, 2023 Q2 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
358
New
$19.3K - $20.6K
358 $8.89K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
306
+ 47.66%
$16.5K - $17.6K
948 $23.5K
Aug 07, 2023 Q2 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
303
+ 0.08%
$16.3K - $17.4K
372K $9.23M
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
302
New
$16.3K - $17.4K
302 $7.5K
Jul 05, 2023 Q2 2023
M&R Capital Management Inc

BUY
 -
280
New
$15.1K - $16.1K
280 $6.95K
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
248
+ 0.85%
$13.4K - $14.3K
29.4K $729K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
243
New
$13.1K - $14K
243 $6.03K
Jul 21, 2023 Q2 2023
Pflug Koory, LLC

BUY
 -
200
New
$10.8K - $11.5K
200 $4.97K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
183
+ 2.51%
$9.85K - $10.5K
7.48K $186K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
181
+ 2.85%
$9.75K - $10.4K
6.54K $162K
Jul 26, 2023 Q2 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
178
+ 0.27%
$9.58K - $10.2K
66.7K $1.66M
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
168
+ 0.26%
$9.05K - $9.67K
65.3K $1.62M
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
165
+ 50.0%
$8.88K - $9.5K
495 $12.3K
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
BUY
 -
161
+ 2.37%
$8.67K - $9.27K
6.95K $173K

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