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 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
433
+ 2886.67%
$24.2K - $25.9K
448 $11.1K
Oct 11, 2023 Q3 2023
Burt Wealth Advisors

BUY
 -
432
+ 0.21%
$24.1K - $25.8K
211K $5.24M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
431
+ 2.95%
$24.1K - $25.8K
15K $374K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
413
+ 26.24%
$23K - $24.7K
1.99K $49.3K
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
410
+ 5.81%
$22.9K - $24.5K
7.47K $185K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
404
+ 43.16%
$22.5K - $24.2K
1.34K $33.3K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
400
New
$22.3K - $23.9K
400 $9.93K
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
371
+ 0.14%
$20.7K - $22.2K
267K $6.63M
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
371
+ 0.14%
$20.7K - $22.2K
267K $6.63M
Oct 10, 2023 Q3 2023
Consilium Wealth Advisory, LLC

BUY
 -
363
+ 3.0%
$20.3K - $21.7K
12.4K $309K
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
319
+ 1.82%
$17.8K - $19.1K
17.8K $443K
Feb 06, 2024 Q3 2023
Planned Solutions, Inc.

BUY
 -
273
+ 0.08%
$15.2K - $16.3K
341K $8.47M
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

BUY
 -
272
+ 0.81%
$15.2K - $16.3K
33.9K $842K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
261
+ 0.89%
$14.6K - $15.6K
29.6K $735K
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
260
+ 4.27%
$14.5K - $15.5K
6.35K $158K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
224
+ 20.11%
$12.5K - $13.4K
1.34K $33.2K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
202
+ 14.8%
$11.3K - $12.1K
1.57K $38.9K
Oct 20, 2023 Q3 2023
Future Financial Wealth Managment LLC

BUY
 -
201
+ 0.81%
$11.2K - $12K
25K $620K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
200
+ 100.0%
$11.2K - $12K
400 $9.93K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
200
+ 200.0%
$11.2K - $12K
300 $7.45K
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
200
New
$11.2K - $12K
200 $4.97K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
187
+ 2.63%
$10.4K - $11.2K
7.3K $181K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
184
New
$10.3K - $11K
184 $4.57K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
164
+ 9.18%
$9.15K - $9.8K
1.95K $48.4K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
142
+ 3.1%
$7.93K - $8.49K
4.72K $117K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
133
+ 0.51%
$7.42K - $7.95K
26K $645K
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
132
+ 2.22%
$7.37K - $7.89K
6.08K $151K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
129
New
$7.2K - $7.71K
129 $3.2K
Oct 31, 2023 Q3 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
128
+ 0.54%
$7.14K - $7.65K
23.7K $587K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
127
New
$7.09K - $7.59K
127 $3.15K
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
125
+ 7.34%
$6.98K - $7.47K
1.83K $45.4K
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
109
+ 1.91%
$6.08K - $6.52K
5.82K $145K
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
108
+ 1.74%
$6.03K - $6.46K
6.31K $157K
Nov 09, 2023 Q3 2023
Mengis Capital Management, Inc.

BUY
 -
100
+ 2.03%
$5.58K - $5.98K
5.04K $125K
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
100
New
$5.58K - $5.98K
100 $2.48K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
82
New
$4.58K - $4.9K
82 $2.04K
Nov 01, 2023 Q3 2023
Facet Wealth, Inc.

BUY
 -
70
+ 1.74%
$3.91K - $4.18K
4.09K $102K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
69
New
$3.85K - $4.12K
69 $1.71K
Oct 24, 2023 Q3 2023
Morris Financial Concepts, Inc.

BUY
 -
62
+ 1.04%
$3.46K - $3.71K
6.02K $150K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
56
+ 90.32%
$3.13K - $3.35K
118 $2.93K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
55
+ 26.7%
$3.07K - $3.29K
261 $6.48K
Oct 16, 2023 Q3 2023
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
49
+ 0.49%
$2.73K - $2.93K
9.95K $247K
Apr 22, 2024 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
47
New
$2.62K - $2.81K
47 $1.17K
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
47
New
$2.62K - $2.81K
47 $1.17K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
44
+ 1466.67%
$2.46K - $2.63K
47 $1.17K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
44
+ 0.44%
$2.46K - $2.63K
10.1K $250K
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
39
New
$2.18K - $2.33K
39 $968
Nov 14, 2023 Q3 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
39
+ 0.49%
$2.18K - $2.33K
7.99K $198K
Nov 07, 2023 Q3 2023
Pillar Wealth Advisors, LLC

BUY
 -
38
+ 0.22%
$2.12K - $2.27K
17.3K $429K

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