Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.76M+ 1.43% |
$98.1M - $105M
|
124M
$3.09B
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
709KNew |
$39.6M - $42.4M
|
709K
$17.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
182KNew |
$10.1M - $10.9M
|
182K
$4.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
158K+ 30.76% |
$8.81M - $9.43M
|
671K
$16.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
154K+ 16.43% |
$8.62M - $9.23M
|
1.09M
$27.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
141K+ 17.19% |
$7.89M - $8.45M
|
964K
$23.9M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
137K+ 43.83% |
$7.63M - $8.17M
|
449K
$11.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
136KNew |
$7.6M - $8.14M
|
136K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
125K+ 23.16% |
$6.98M - $7.48M
|
665K
$16.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
116K+ 5.25% |
$6.5M - $6.96M
|
2.33M
$57.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
110K+ 1504.66% |
$6.13M - $6.57M
|
117K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
80.9K+ 55.11% |
$4.52M - $4.84M
|
228K
$5.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
79.6KNew |
$4.44M - $4.76M
|
79.6K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
73.3K+ 219.0% |
$4.09M - $4.38M
|
107K
$2.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
61.5K+ 142.8% |
$3.43M - $3.67M
|
104K
$2.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.9K+ 6.24% |
$3.18M - $3.4M
|
968K
$24M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
56.3K+ 2.19% |
$3.14M - $3.37M
|
2.63M
$65.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
52.4K+ 12.66% |
$2.93M - $3.13M
|
467K
$11.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
50.7K+ 18.43% |
$2.83M - $3.03M
|
326K
$8.09M
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
46.4KNew |
$2.59M - $2.77M
|
46.4K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.7K+ 15.78% |
$2.55M - $2.73M
|
335K
$8.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
43.5K+ 6.6% |
$2.43M - $2.6M
|
703K
$17.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
40.6K+ 6.48% |
$2.26M - $2.42M
|
666K
$16.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
40.3K+ 6.71% |
$2.25M - $2.41M
|
642K
$15.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
39.9K+ 13.09% |
$2.23M - $2.38M
|
345K
$8.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.9K+ 3.9% |
$1.56M - $1.67M
|
745K
$18.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.8K+ 5.25% |
$1.55M - $1.66M
|
556K
$13.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.2K+ 6.94% |
$1.52M - $1.63M
|
419K
$10.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
25.5KNew |
$1.42M - $1.53M
|
25.5K
$634K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
22.3K+ 39.12% |
$1.25M - $1.33M
|
79.4K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22.2K+ 23.39% |
$1.24M - $1.33M
|
117K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.6K+ 65.66% |
$1.2M - $1.29M
|
54.4K
$1.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
19.1K+ 2.73% |
$1.06M - $1.14M
|
717K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18.8K+ 5.52% |
$1.05M - $1.13M
|
360K
$8.93M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
18.7K+ 4.63% |
$1.05M - $1.12M
|
423K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.4KNew |
$1.03M - $1.1M
|
18.4K
$457K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
17.7K+ 96.58% |
$986K - $1.06M
|
35.9K
$893K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17K+ 5.52% |
$949K - $1.02M
|
325K
$8.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
16.9K+ 20.28% |
$943K - $1.01M
|
100K
$2.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
16.3K+ 2.09% |
$908K - $973K
|
794K
$19.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16.1K+ 24.11% |
$901K - $965K
|
83.1K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
15.6KNew |
$868K - $930K
|
15.6K
$386K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.2KNew |
$848K - $909K
|
15.2K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15K+ 64.15% |
$838K - $898K
|
38.4K
$954K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
14.7K+ 32.76% |
$819K - $877K
|
59.5K
$1.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
13K+ 48.6% |
$727K - $779K
|
39.8K
$989K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
13K+ 0.9% |
$723K - $774K
|
1.44M
$35.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9K+ 19.03% |
$719K - $770K
|
80.6K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.9K+ 34.37% |
$717K - $768K
|
50.3K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.8KNew |
$656K - $702K
|
11.8K
$292K
|