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
Oct 14, 2021 Q3 2021
Pacific Wealth Strategies Group, Inc.

BUY
 -
6.79K
+ 5.08%
$359K - $382K
140K $3.49M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
6.61K
+ 28.21%
$349K - $372K
30K $746K
Oct 20, 2021 Q3 2021
Moller Financial Services

BUY
 -
5.74K
+ 2.58%
$303K - $323K
229K $5.68M
Nov 05, 2021 Q3 2021
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
5.68K
+ 3.96%
$300K - $320K
149K $3.7M
Nov 12, 2021 Q3 2021
Austin Private Wealth, LLC

BUY
 -
5.3K
+ 13.08%
$280K - $298K
45.8K $1.14M
Oct 08, 2021 Q3 2021
Charles Schwab Trust CO

BUY
 -
5.27K
+ 1.18%
$279K - $297K
452K $11.2M
Oct 21, 2021 Q3 2021
Cabot Wealth Management Inc

BUY
 -
5.21K
+ 2.41%
$275K - $294K
221K $5.49M
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
5.12K
New
$270K - $288K
5.12K $127K
Nov 12, 2021 Q3 2021
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
4.83K
New
$255K - $272K
4.83K $120K
Oct 29, 2021 Q3 2021
Foster & Motley Inc

Cincinnati, OH
BUY
 -
4.77K
+ 5.38%
$252K - $268K
93.4K $2.32M
Oct 14, 2021 Q3 2021
Marino, Stram & Associates LLC

BUY
 -
4.52K
New
$238K - $254K
4.52K $112K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
4.51K
+ 596.17%
$238K - $254K
5.27K $131K
Nov 10, 2021 Q3 2021
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
4.51K
New
$238K - $254K
4.51K $112K
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
4.39K
+ 7.03%
$232K - $247K
66.9K $1.66M
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
4.37K
New
$231K - $246K
4.37K $108K
Nov 15, 2021 Q3 2021
Studio Investment Management LLC

Chicago, IL
BUY
 -
4.19K
New
$222K - $236K
4.19K $104K
Nov 03, 2021 Q3 2021
Litman Gregory Wealth Management LLC

BUY
 -
4.14K
+ 1725.0%
$219K - $233K
4.38K $109K
Oct 12, 2021 Q3 2021
Cva Family Office, LLC

BUY
 -
4.13K
+ 16.66%
$218K - $232K
28.9K $717K
Nov 15, 2021 Q3 2021
Steel Peak Wealth Management LLC

BUY
 -
4.05K
New
$214K - $228K
4.05K $101K
Nov 09, 2021 Q3 2021
Inscription Capital, LLC

Houston, TX
BUY
 -
3.78K
New
$200K - $213K
3.78K $93.8K
Oct 13, 2021 Q3 2021
Alpha Omega Wealth Management LLC

BUY
 -
3.72K
New
$197K - $209K
3.72K $92.4K
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
BUY
 -
3.71K
+ 232.56%
$196K - $209K
5.31K $132K
Feb 15, 2022 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
3.48K
+ 229.16%
$184K - $196K
5K $124K
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.99K
+ 20.26%
$158K - $168K
17.7K $440K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
2.8K
+ 22.84%
$148K - $157K
15K $374K
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.71K
+ 6.5%
$143K - $152K
44.4K $1.1M
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

BUY
 -
2.69K
+ 202.64%
$142K - $151K
4.01K $99.6K
Nov 12, 2021 Q3 2021
Madison Wealth Management

Cincinnati, OH
BUY
 -
2.42K
+ 4.61%
$128K - $136K
54.9K $1.36M
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.97K
+ 17.03%
$104K - $111K
13.6K $337K
Nov 16, 2021 Q3 2021
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
1.88K
+ 16.69%
$99K - $106K
13.1K $326K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.85K
+ 19.44%
$97.9K - $104K
11.4K $283K
Nov 05, 2021 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
1.61K
New
$85.1K - $90.7K
1.61K $40K
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

BUY
 -
1.61K
+ 27.04%
$84.8K - $90.4K
7.55K $187K
Nov 04, 2021 Q3 2021
Ironwood Investment Counsel, LLC

BUY
 -
1.52K
+ 6.04%
$80.3K - $85.6K
26.7K $663K
Oct 19, 2021 Q3 2021
Cambridge Advisors Inc.

BUY
 -
1.5K
+ 6.23%
$79.3K - $84.6K
25.6K $636K
Nov 15, 2021 Q3 2021
Northern Trust Corp

Chicago, IL
BUY
 -
1.5K
+ 33.51%
$79.2K - $84.5K
5.98K $148K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.5K
+ 25.5%
$79K - $84.2K
7.36K $183K
Nov 12, 2021 Q3 2021
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
1.15K
+ 23.15%
$61K - $65K
6.14K $152K
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
976
+ 0.34%
$51.6K - $54.9K
285K $7.07M
Oct 14, 2021 Q3 2021
Appleton Partners Inc

BUY
 -
922
+ 8.72%
$48.7K - $51.9K
11.5K $285K
Oct 19, 2021 Q3 2021
Reston Wealth Management LLC

BUY
 -
869
+ 0.68%
$45.9K - $48.9K
129K $3.2M
Nov 10, 2021 Q3 2021
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
849
New
$44.8K - $47.8K
849 $21.1K
Oct 25, 2021 Q3 2021
Bcs Wealth Management

BUY
 -
841
+ 5.52%
$44.4K - $47.3K
16.1K $400K
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
810
+ 17.31%
$42.8K - $45.6K
5.49K $136K
Nov 30, 2021 Q3 2021
Hm Payson & CO

Portland, ME
BUY
 -
806
+ 6200.0%
$42.6K - $45.4K
819 $20.3K
Nov 04, 2021 Q3 2021
Camelot Portfolios, LLC

BUY
 -
754
+ 8.42%
$39.8K - $42.5K
9.71K $241K
Dec 01, 2022 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
722
+ 81.21%
$38.1K - $40.6K
1.61K $40K
Nov 05, 2021 Q3 2021
Brr Op Co, LLC

BUY
 -
715
+ 13.0%
$37.8K - $40.3K
6.21K $154K
Nov 10, 2021 Q3 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
701
+ 125.18%
$37K - $39.5K
1.26K $31.3K

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