Purchases and Sales Made in Q3 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 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
Oct 23, 2023 Q3 2023
Sebold Capital Management, Inc.

Lisle, IL
BUY
 -
3.16K
+ 8.41%
$177K - $189K
40.8K $1.01M
Oct 31, 2023 Q3 2023
Resonant Capital Advisors, LLC

BUY
 -
3.11K
+ 0.87%
$174K - $186K
360K $8.93M
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
2.9K
+ 94.19%
$162K - $174K
5.99K $149K
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
2.77K
+ 12.97%
$155K - $166K
24.1K $600K
Nov 14, 2023 Q3 2023
Ironwood Investment Counsel, LLC

BUY
 -
2.76K
+ 4.01%
$154K - $165K
71.6K $1.78M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.75K
+ 6.9%
$154K - $165K
42.7K $1.06M
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
2.49K
+ 15.35%
$139K - $149K
18.7K $464K
Oct 25, 2023 Q3 2023
Access Financial Services, Inc.

BUY
 -
2.33K
+ 3.04%
$130K - $140K
79.2K $1.97M
Oct 11, 2023 Q3 2023
Frg Family Wealth Advisors LLC

BUY
 -
2.3K
+ 6.29%
$129K - $138K
38.9K $967K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
2.17K
+ 73.42%
$121K - $129K
5.12K $127K
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.96K
+ 3.93%
$110K - $117K
51.9K $1.29M
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
1.89K
+ 2.84%
$106K - $113K
68.5K $1.7M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.83K
+ 10.21%
$102K - $109K
19.8K $491K
Oct 11, 2023 Q3 2023
Alpha Omega Wealth Management LLC

BUY
 -
1.8K
+ 24.61%
$101K - $108K
9.13K $227K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.67K
+ 24.23%
$93.4K - $100K
8.58K $213K
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
1.61K
+ 4.35%
$90.1K - $96.5K
38.7K $961K
Oct 13, 2023 Q3 2023
Janiczek Wealth Management, LLC

BUY
 -
1.45K
+ 3.07%
$80.8K - $86.6K
48.7K $1.21M
Nov 07, 2023 Q3 2023
Cidel Asset Management Inc

Toronto, Ontario, A6
BUY
 -
1.25K
+ 1.5%
$69.9K - $74.9K
84.9K $2.11M
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
1.23K
+ 3.75%
$68.6K - $73.5K
34K $845K
Nov 06, 2023 Q3 2023
Firestone Capital Management

BUY
 -
1.23K
+ 0.49%
$68.4K - $73.3K
254K $6.3M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
1.16K
+ 18.37%
$64.6K - $69.2K
7.46K $185K
Nov 01, 2023 Q3 2023
Empirical Asset Management, LLC

BUY
 -
1.13K
+ 31.24%
$63.2K - $67.7K
4.76K $118K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.12K
+ 18.71%
$62.4K - $66.8K
7.09K $176K
Nov 06, 2023 Q3 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
1.11K
+ 8.96%
$61.8K - $66.2K
13.5K $335K
Nov 14, 2023 Q3 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
978
+ 8.22%
$54.6K - $58.5K
12.9K $320K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
969
New
$54.1K - $57.9K
969 $24.1K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
944
+ 9.57%
$52.7K - $56.4K
10.8K $268K
Nov 07, 2023 Q3 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
913
+ 1.36%
$51K - $54.6K
68.2K $1.69M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
904
+ 4.98%
$50.5K - $54K
19.1K $474K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
900
+ 12.03%
$50.2K - $53.8K
8.38K $208K
Nov 14, 2023 Q3 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
885
+ 8.34%
$49.4K - $52.9K
11.5K $285K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
866
+ 9.96%
$48.3K - $51.8K
9.56K $237K
Oct 10, 2023 Q3 2023
Harbor Group, Inc.

BUY
 -
834
+ 3.77%
$46.5K - $49.9K
23K $570K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
800
New
$44.6K - $47.8K
800 $19.9K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
758
+ 8.17%
$42.3K - $45.3K
10K $249K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
722
+ 6.7%
$40.3K - $43.2K
11.5K $286K
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
704
+ 23.3%
$39.3K - $42.1K
3.73K $92.5K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
610
New
$34K - $36.5K
610 $15.1K
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
606
+ 9.95%
$33.8K - $36.2K
6.7K $166K
Oct 18, 2023 Q3 2023
Cambridge Advisors Inc.

BUY
 -
586
+ 1.44%
$32.7K - $35K
41.1K $1.02M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
546
+ 33.98%
$30.5K - $32.6K
2.15K $53.5K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
543
+ 3.38%
$30.3K - $32.5K
16.6K $413K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
533
+ 1.16%
$29.7K - $31.9K
46.6K $1.16M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
517
+ 2.86%
$28.9K - $30.9K
18.6K $461K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
515
+ 9.02%
$28.7K - $30.8K
6.23K $155K
Nov 14, 2023 Q3 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
492
+ 10.64%
$27.5K - $29.4K
5.12K $127K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
491
+ 3.74%
$27.4K - $29.4K
13.6K $338K
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
491
+ 10.17%
$27.4K - $29.4K
5.32K $132K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
439
+ 0.18%
$24.5K - $26.2K
238K $5.91M

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