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 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.27K+ 11.76% |
$69K - $74.4K
|
12K
$301K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.24K+ 10.34% |
$67.6K - $72.9K
|
13.2K
$331K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.24KNew |
$67.2K - $72.5K
|
1.24K
$30.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.24KNew |
$67.2K - $72.5K
|
1.24K
$30.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
1.23K+ 0.09% |
$66.9K - $72.1K
|
1.31M
$32.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.1K+ 17.92% |
$59.9K - $64.6K
|
7.24K
$181K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.09K+ 9.16% |
$59.2K - $63.9K
|
13K
$324K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
965+ 9.94% |
$52.5K - $56.7K
|
10.7K
$267K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
894New |
$48.7K - $52.5K
|
894
$22.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
834+ 18.74% |
$45.4K - $49K
|
5.29K
$132K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
749+ 4.66% |
$40.8K - $44K
|
16.8K
$421K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
719+ 473.03% |
$39.1K - $42.2K
|
871
$21.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
599+ 11.44% |
$32.6K - $35.2K
|
5.83K
$146K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
582New |
$31.7K - $34.2K
|
582
$14.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
557+ 4.75% |
$30.3K - $32.7K
|
12.3K
$307K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
487+ 405.83% |
$26.5K - $28.6K
|
607
$15.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
438+ 3.34% |
$23.8K - $25.7K
|
13.5K
$339K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
434+ 6.1% |
$23.6K - $25.5K
|
7.55K
$189K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
391New |
$21.3K - $23K
|
391
$9.78K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
362+ 90.95% |
$19.7K - $21.3K
|
760
$19K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
350+ 0.92% |
$19.1K - $20.6K
|
38.5K
$964K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
339New |
$18.5K - $19.9K
|
339
$8.48K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
329+ 3.6% |
$17.9K - $19.3K
|
9.47K
$237K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
307+ 17.6% |
$16.7K - $18K
|
2.05K
$51.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
302+ 0.29% |
$16.4K - $17.7K
|
104K
$2.61M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
276+ 3.79% |
$15K - $16.2K
|
7.55K
$189K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
253New |
$13.8K - $14.9K
|
253
$6.33K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
217New |
$11.8K - $12.7K
|
217
$5.43K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
216+ 0.72% |
$11.8K - $12.7K
|
30K
$751K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
215+ 796.3% |
$11.7K - $12.6K
|
242
$6.05K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
212New |
$11.5K - $12.5K
|
212
$5.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
207+ 1.56% |
$11.3K - $12.2K
|
13.5K
$338K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
188+ 38.29% |
$10.2K - $11K
|
679
$17K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
180+ 13.62% |
$9.8K - $10.6K
|
1.5K
$37.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
171+ 0.66% |
$9.31K - $10K
|
26.1K
$653K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
165New |
$8.98K - $9.69K
|
165
$4.13K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
150+ 2.93% |
$8.17K - $8.81K
|
5.27K
$132K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
145+ 40.62% |
$7.89K - $8.52K
|
502
$12.6K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
122New |
$6.64K - $7.17K
|
122
$3.05K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
105+ 8.92% |
$5.72K - $6.17K
|
1.28K
$32.1K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
101New |
$5.5K - $5.93K
|
101
$2.53K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
95+ 42.99% |
$5.17K - $5.58K
|
316
$7.91K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
90+ 1.0% |
$4.9K - $5.29K
|
9.12K
$228K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
84+ 9.33% |
$4.57K - $4.93K
|
984
$24.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74+ 1.53% |
$4.03K - $4.35K
|
4.91K
$123K
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
BUY
|
- |
73+ 0.25% |
$3.97K - $4.29K
|
28.7K
$718K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
71New |
$3.87K - $4.17K
|
71
$1.78K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
67New |
$3.65K - $3.94K
|
67
$1.68K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
67+ 4.78% |
$3.65K - $3.94K
|
1.47K
$36.7K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
65New |
$3.54K - $3.82K
|
65
$1.63K
|