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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
18.1K+ 10.4% |
$985K - $1.06M
|
192K
$4.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18K+ 18.32% |
$979K - $1.06M
|
116K
$2.88M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.5K+ 59.43% |
$952K - $1.03M
|
46.9K
$1.16M
|
|
|
Jan 20, 2022
Q4 2021
|
Ashford Advisors, LLC
|
BUY
|
- |
16.7K+ 3.75% |
$908K - $980K
|
462K
$11.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
15.6KNew |
$847K - $914K
|
15.6K
$387K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.4K+ 10.07% |
$838K - $905K
|
168K
$4.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
14.5KNew |
$791K - $853K
|
14.5K
$361K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13.9K+ 69.77% |
$758K - $818K
|
33.9K
$841K
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
13.2K+ 4.77% |
$721K - $778K
|
291K
$7.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
12.7K+ 250.97% |
$691K - $746K
|
17.8K
$441K
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
12.2K+ 8.71% |
$666K - $718K
|
153K
$3.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.9K+ 104.75% |
$649K - $701K
|
23.3K
$579K
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
11.5KNew |
$628K - $678K
|
11.5K
$287K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.1K+ 4.33% |
$607K - $655K
|
268K
$6.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.9K+ 16.36% |
$595K - $642K
|
77.8K
$1.93M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.9K+ 3.93% |
$594K - $641K
|
288K
$7.15M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
10.6K+ 4.31% |
$577K - $622K
|
256K
$6.36M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.6K+ 4.31% |
$577K - $622K
|
256K
$6.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
10.2K+ 1.32% |
$554K - $598K
|
783K
$19.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.2KNew |
$553K - $597K
|
10.2K
$252K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.92K+ 37.48% |
$540K - $583K
|
36.4K
$904K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.92K+ 37.48% |
$540K - $583K
|
36.4K
$904K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.86KNew |
$537K - $579K
|
9.86K
$245K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
9.42KNew |
$513K - $553K
|
9.42K
$234K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
9.22KNew |
$502K - $541K
|
9.22K
$229K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
8.96K+ 2.68% |
$488K - $526K
|
343K
$8.51M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
8.85KNew |
$482K - $520K
|
8.85K
$220K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.77KNew |
$478K - $515K
|
8.77K
$218K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.69KNew |
$473K - $510K
|
8.69K
$216K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
8.25K+ 189.0% |
$449K - $485K
|
12.6K
$313K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.14K+ 97.89% |
$443K - $478K
|
16.4K
$408K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.48KNew |
$407K - $439K
|
7.48K
$186K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
7.47KNew |
$407K - $439K
|
7.47K
$185K
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
7.46KNew |
$406K - $438K
|
7.46K
$185K
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
7.38K+ 5.73% |
$402K - $433K
|
136K
$3.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
7.11K+ 65.21% |
$387K - $418K
|
18K
$447K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.95KNew |
$379K - $408K
|
6.95K
$173K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.91K+ 45.9% |
$376K - $406K
|
21.9K
$545K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
6.79KNew |
$370K - $399K
|
6.79K
$169K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.7K+ 20.23% |
$365K - $394K
|
39.8K
$989K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6.5K+ 1.18% |
$354K - $382K
|
559K
$13.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
6.44K+ 3.31% |
$351K - $378K
|
201K
$5M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6.4KNew |
$349K - $376K
|
6.4K
$159K
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6.4K+ 8.11% |
$348K - $376K
|
85.2K
$2.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.23K+ 38.12% |
$339K - $366K
|
22.6K
$560K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.17KNew |
$336K - $362K
|
6.17K
$153K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.12K+ 32.55% |
$333K - $359K
|
24.9K
$618K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
6.08KNew |
$331K - $357K
|
6.08K
$151K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
5.84K+ 410.62% |
$318K - $343K
|
7.26K
$180K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.73KNew |
$312K - $337K
|
5.73K
$142K
|