Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 16, 2021 Q3 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
2.8M
+ 3.28%
$148M - $157M
88M $2.18B
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
418K
New
$22.1M - $23.5M
418K $10.4M
Nov 12, 2021 Q3 2021
Lee Financial CO

Dallas, TX
BUY
 -
228K
+ 89.07%
$12.1M - $12.9M
485K $12M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
207K
+ 76.28%
$10.9M - $11.6M
477K $11.9M
Nov 15, 2021 Q3 2021
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
140K
New
$7.39M - $7.88M
140K $3.47M
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
110K
+ 11.16%
$5.8M - $6.18M
1.09M $27.2M
Nov 01, 2021 Q3 2021
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
102K
+ 252.61%
$5.39M - $5.74M
142K $3.53M
Nov 12, 2021 Q3 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
98.1K
New
$5.18M - $5.52M
98.1K $2.44M
Oct 05, 2021 Q3 2021
Mc Adam, LLC

BUY
 -
79K
+ 4.67%
$4.17M - $4.45M
1.77M $43.9M
Oct 15, 2021 Q3 2021
Callan Capital, LLC

La Jolla, CA
BUY
 -
61K
+ 16.62%
$3.22M - $3.43M
428K $10.6M
Oct 19, 2021 Q3 2021
Gemmer Asset Management LLC

BUY
 -
45.6K
+ 13.9%
$2.41M - $2.57M
373K $9.27M
Oct 22, 2021 Q3 2021
Ashford Advisors, LLC

BUY
 -
43.2K
+ 10.74%
$2.28M - $2.43M
445K $11.1M
Oct 26, 2021 Q3 2021
Systelligence, LLC

BUY
 -
39.7K
+ 15.11%
$2.1M - $2.24M
303K $7.52M
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
35.1K
+ 519.1%
$1.86M - $1.98M
41.9K $1.04M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
33.6K
+ 11.21%
$1.78M - $1.89M
334K $8.29M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
31.7K
+ 16.89%
$1.67M - $1.78M
219K $5.45M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
29.4K
New
$1.55M - $1.66M
29.4K $731K
Nov 01, 2021 Q3 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
27.2K
New
$1.44M - $1.53M
27.2K $675K
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
27K
+ 6.82%
$1.42M - $1.52M
422K $10.5M
Nov 08, 2021 Q3 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
26.5K
New
$1.4M - $1.49M
26.5K $657K
Oct 14, 2021 Q3 2021
Rhs Financial, LLC

BUY
 -
22.2K
+ 26.84%
$1.17M - $1.25M
105K $2.61M
Nov 12, 2021 Q3 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
19.7K
+ 298.48%
$1.04M - $1.11M
26.3K $653K
Nov 15, 2021 Q3 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
19.6K
New
$1.03M - $1.1M
19.6K $486K
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
19.5K
+ 8.41%
$1.03M - $1.1M
251K $6.24M
Jun 07, 2022 Q3 2021
True North Advisors, LLC

BUY
 -
18.6K
+ 71.52%
$982K - $1.05M
44.6K $1.11M
Nov 10, 2021 Q3 2021
Glassman Wealth Services

BUY
 -
17.9K
+ 1.39%
$946K - $1.01M
1.31M $32.4M
Nov 12, 2021 Q3 2021
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
17.6K
+ 7.35%
$930K - $992K
257K $6.39M
Nov 12, 2021 Q3 2021
Prospera Financial Services Inc

BUY
 -
14.9K
+ 284.84%
$785K - $837K
20.1K $499K
Oct 13, 2021 Q3 2021
Prairiewood Capital, LLC

BUY
 -
14.1K
+ 7.78%
$742K - $791K
195K $4.84M
Nov 15, 2021 Q3 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
13.3K
New
$702K - $748K
13.3K $330K
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
12.8K
+ 4.1%
$678K - $722K
326K $8.09M
Oct 25, 2021 Q3 2021
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
12.4K
+ 4.67%
$654K - $697K
277K $6.89M
Oct 06, 2021 Q3 2021
Burt Wealth Advisors

BUY
 -
11K
+ 6.77%
$582K - $621K
174K $4.32M
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

BUY
 -
11K
+ 4.69%
$581K - $619K
246K $6.1M
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
11K
+ 4.69%
$581K - $619K
246K $6.1M
Nov 17, 2021 Q3 2021
Consolidated Planning Corp

Atlanta, GA
BUY
 -
11K
+ 6.73%
$581K - $619K
174K $4.33M
Feb 05, 2024 Q3 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
10.5K
New
$556K - $593K
10.5K $261K
Nov 15, 2021 Q3 2021
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
9.82K
New
$519K - $553K
9.82K $244K
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
9.5K
+ 7.9%
$502K - $535K
130K $3.22M
Nov 12, 2021 Q3 2021
Fca Corp

Houston, TX
BUY
 -
9.01K
+ 9.25%
$476K - $507K
106K $2.64M
Nov 02, 2021 Q3 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
8.77K
+ 78.68%
$463K - $494K
19.9K $495K
Nov 15, 2021 Q3 2021
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
8.69K
+ 86.07%
$459K - $489K
18.8K $466K
Oct 26, 2021 Q3 2021
Leavell Investment Management, Inc.

BUY
 -
8.31K
New
$439K - $468K
8.31K $206K
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
8.03K
+ 32.01%
$424K - $452K
33.1K $822K
Nov 10, 2021 Q3 2021
Tanglewood Wealth Management, Inc.

BUY
 -
7.79K
+ 2.53%
$411K - $439K
315K $7.83M
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
7.7K
+ 11.77%
$407K - $434K
73.1K $1.81M
Nov 12, 2021 Q3 2021
Tradition Wealth Management, LLC

BUY
 -
7.67K
+ 15.45%
$405K - $432K
57.3K $1.42M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
7.56K
+ 5.2%
$399K - $426K
153K $3.8M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
7.11K
+ 3.31%
$375K - $400K
222K $5.51M

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