Purchases and Sales Made in Q4 2021 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.07M+ 2764.98% |
$330M - $356M
|
6.29M
$157M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.42M+ 2.76% |
$132M - $142M
|
90.4M
$2.26B
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2M+ 1431.33% |
$109M - $118M
|
2.14M
$53.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
871KNew |
$47.4M - $51.1M
|
871K
$21.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
795KNew |
$43.3M - $46.7M
|
795K
$19.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
752KNew |
$40.9M - $44.2M
|
752K
$18.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
705K+ 2877.5% |
$38.4M - $41.4M
|
730K
$18.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
317K+ 194.77% |
$17.2M - $18.6M
|
479K
$12M
|
|
|
Jan 21, 2022
Q4 2021
|
Northland Capital Management LLC
|
BUY
|
- |
225KNew |
$12.2M - $13.2M
|
225K
$5.62M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
195K+ 17.81% |
$10.6M - $11.5M
|
1.29M
$32.3M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
127K+ 7.18% |
$6.91M - $7.46M
|
1.9M
$47.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121K+ 48.11% |
$6.58M - $7.1M
|
372K
$9.31M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
98.1K+ 22.94% |
$5.34M - $5.76M
|
526K
$13.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
97.9KNew |
$5.33M - $5.75M
|
97.9K
$2.45M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
93.8KNew |
$5.11M - $5.51M
|
93.8K
$2.35M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
84.5K+ 6370.76% |
$4.6M - $4.97M
|
85.9K
$2.15M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
77.8K+ 1056.52% |
$4.23M - $4.57M
|
85.1K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
75.5KNew |
$4.11M - $4.43M
|
75.5K
$1.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
69.2KNew |
$3.77M - $4.06M
|
69.2K
$1.73M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66.1K+ 29.79% |
$3.6M - $3.89M
|
288K
$7.21M
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
62KNew |
$3.38M - $3.64M
|
62K
$1.55M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
59.9KNew |
$3.26M - $3.52M
|
59.9K
$1.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
58.8K+ 15.75% |
$3.2M - $3.46M
|
432K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
55.1KNew |
$3M - $3.24M
|
55.1K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
53K+ 1021.5% |
$2.88M - $3.11M
|
58.2K
$1.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
52.9KNew |
$2.88M - $3.11M
|
52.9K
$1.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
51.3KNew |
$2.79M - $3.01M
|
51.3K
$1.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.8K+ 10.23% |
$2.66M - $2.87M
|
526K
$13.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
48.4K+ 46.1% |
$2.63M - $2.84M
|
153K
$3.84M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.3K+ 108.97% |
$2.63M - $2.84M
|
92.7K
$2.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.5KNew |
$2.58M - $2.79M
|
47.5K
$1.19M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
43.4KNew |
$2.36M - $2.55M
|
43.4K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.8KNew |
$2.06M - $2.22M
|
37.8K
$947K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.7K+ 8.69% |
$2M - $2.16M
|
459K
$11.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35.8K+ 7.38% |
$1.95M - $2.1M
|
521K
$13M
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
35.7KNew |
$1.94M - $2.1M
|
35.7K
$893K
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
33.6KNew |
$1.83M - $1.97M
|
33.6K
$839K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
32.2K+ 56.16% |
$1.75M - $1.89M
|
89.6K
$2.24M
|
|
|
Feb 02, 2022
Q4 2021
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
32.1K+ 10.18% |
$1.75M - $1.89M
|
347K
$8.69M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
31.7K+ 601.18% |
$1.72M - $1.86M
|
37K
$925K
|
|
|
Jan 26, 2022
Q4 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
26.9KNew |
$1.46M - $1.58M
|
26.9K
$672K
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
23.8KNew |
$1.3M - $1.4M
|
23.8K
$595K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.3K+ 5.58% |
$1.27M - $1.37M
|
441K
$11M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.3KNew |
$1.27M - $1.37M
|
23.3K
$582K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
21.7K+ 9.82% |
$1.18M - $1.28M
|
243K
$6.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
21.7KNew |
$1.18M - $1.27M
|
21.7K
$542K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
21.4K+ 10.15% |
$1.17M - $1.26M
|
232K
$5.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.3KNew |
$1.16M - $1.25M
|
21.3K
$532K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.3KNew |
$1.05M - $1.13M
|
19.3K
$482K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
18.5K+ 92.09% |
$1.01M - $1.09M
|
38.6K
$965K
|