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 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
688
New
$36.3K - $38.7K
688 $17.1K
Oct 07, 2021 Q3 2021
John W. Brooker & Co., Cp As

BUY
 -
663
+ 165.34%
$35K - $37.3K
1.06K $26.4K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
662
+ 2.62%
$35K - $37.3K
25.9K $643K
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
571
+ 10.61%
$30.2K - $32.1K
5.95K $148K
Nov 12, 2021 Q3 2021
Cibc Private Wealth Group, LLC

BUY
 -
555
+ 2.86%
$29.3K - $31.2K
20K $496K
Oct 13, 2021 Q3 2021
West Hill Financial Advisors, Inc.

BUY
 -
536
New
$28.3K - $30.2K
536 $13.3K
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
520
+ 5.42%
$27.5K - $29.3K
10.1K $251K
Nov 12, 2021 Q3 2021
Bergan Kdv Wealth Management, LLC

BUY
 -
496
New
$26.2K - $27.9K
496 $12.3K
Nov 15, 2021 Q3 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
482
New
$25.5K - $27.1K
482 $12K
Oct 27, 2021 Q3 2021
Investors Research Corp

BUY
 -
471
New
$24.9K - $26.5K
471 $11.7K
Oct 07, 2021 Q3 2021
Newman Dignan & Sheerar, Inc.

BUY
 -
444
+ 6.48%
$23.5K - $25K
7.3K $181K
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
406
+ 5.14%
$21.4K - $22.9K
8.3K $206K
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
398
New
$21K - $22.4K
398 $9.88K
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
357
New
$18.9K - $20.1K
357 $8.86K
Oct 19, 2021 Q3 2021
Ellevest, Inc.

BUY
 -
343
New
$18.1K - $19.3K
343 $8.52K
Nov 15, 2021 Q3 2021
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
342
New
$18.1K - $19.3K
342 $8.49K
Oct 19, 2021 Q3 2021
Janiczek Wealth Management, LLC

BUY
 -
334
+ 0.88%
$17.6K - $18.8K
38.2K $948K
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
295
+ 20.36%
$15.6K - $16.6K
1.74K $43.3K
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
258
New
$13.6K - $14.5K
258 $6.41K
Nov 01, 2021 Q3 2021
Key F Inancial Inc

BUY
 -
250
+ 123.76%
$13.2K - $14.1K
452 $11.2K
Nov 12, 2021 Q3 2021
Arlington Financial Advisors, LLC

BUY
 -
241
+ 0.04%
$12.7K - $13.6K
553K $13.7M
Apr 05, 2024 Q3 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
240
+ 1.37%
$12.7K - $13.5K
17.7K $440K
Oct 08, 2021 Q3 2021
Vigilant Capital Management, LLC

BUY
 -
225
+ 18.8%
$11.9K - $12.7K
1.42K $35.3K
Nov 12, 2021 Q3 2021
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
223
+ 0.62%
$11.8K - $12.6K
36K $894K
Nov 15, 2021 Q3 2021
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
194
New
$10.2K - $10.9K
194 $4.82K
Nov 07, 2022 Q3 2021
Red Tortoise LLC

Atlanta, GA
BUY
 -
181
+ 0.25%
$9.56K - $10.2K
73.6K $1.83M
Nov 15, 2021 Q3 2021
Balentine LLC

Atlanta, GA
BUY
 -
171
New
$9.03K - $9.63K
171 $4.25K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
169
+ 0.56%
$8.93K - $9.51K
30.2K $749K
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
152
New
$8.03K - $8.56K
152 $3.77K
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

BUY
 -
147
New
$7.76K - $8.28K
147 $3.65K
Oct 29, 2021 Q3 2021
Versant Capital Management, Inc

BUY
 -
139
New
$7.34K - $7.83K
139 $3.45K
Nov 16, 2021 Q3 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
132
+ 1.2%
$6.97K - $7.43K
11.1K $276K
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

BUY
 -
122
New
$6.44K - $6.87K
122 $3.03K
Nov 01, 2021 Q3 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
117
+ 1.1%
$6.18K - $6.59K
10.8K $267K
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
108
New
$5.7K - $6.08K
108 $2.68K
Nov 12, 2021 Q3 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
97
New
$5.12K - $5.46K
97 $2.41K
Nov 09, 2021 Q3 2021
Hudock, Inc.

BUY
 -
92
New
$4.86K - $5.18K
92 $2.28K
Dec 13, 2023 Q3 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
83
+ 0.31%
$4.38K - $4.67K
26.5K $657K
Nov 15, 2021 Q3 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
73
New
$3.86K - $4.11K
73 $1.81K
Nov 16, 2021 Q3 2021
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
63
New
$3.33K - $3.55K
63 $1.56K
Nov 08, 2021 Q3 2021
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
55
+ 1.06%
$2.91K - $3.1K
5.23K $130K
Oct 19, 2021 Q3 2021
Pinnacle Associates LTD

BUY
 -
50
+ 1.25%
$2.64K - $2.82K
4.06K $101K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
42
+ 0.17%
$2.22K - $2.36K
24.5K $608K
Oct 14, 2021 Q3 2021
Schwab Charitable Fund

BUY
 -
35
+ 0.46%
$1.85K - $1.97K
7.67K $190K
Nov 12, 2021 Q3 2021
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
35
+ 0.46%
$1.85K - $1.97K
7.68K $191K
Nov 05, 2021 Q3 2021
Sandy Spring Bank

BUY
 -
27
New
$1.43K - $1.52K
27 $670
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
25
+ 0.35%
$1.32K - $1.41K
7.22K $179K
Oct 12, 2021 Q3 2021
Activest Wealth Management

BUY
 -
21
New
$1.11K - $1.18K
21 $521
Nov 08, 2021 Q3 2021
Plante Moran Financial Advisors, LLC

BUY
 -
19
+ 5.03%
$1K - $1.07K
397 $9.86K

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