Purchases and Sales Made in Q4 2021 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 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 15, 2022 Q4 2021
Mather Group, Llc.

Chicago, IL
BUY
 -
52
+ 1.1%
$2.83K - $3.05K
4.78K $119K
Feb 14, 2022 Q4 2021
First Manhattan CO

New York, NY
BUY
 -
50
New
$2.72K - $2.94K
50 $1.24K
Jan 18, 2022 Q4 2021
Newman Dignan & Sheerar, Inc.

BUY
 -
48
+ 0.66%
$2.61K - $2.82K
7.35K $182K
Feb 14, 2022 Q4 2021
Eaton Vance Management

Boston, MA
BUY
 -
48
+ 3.63%
$2.61K - $2.82K
1.37K $34K
Feb 09, 2022 Q4 2021
Evolution Advisers, Inc.

BUY
 -
45
New
$2.45K - $2.64K
45 $1.12K
Jan 26, 2022 Q4 2021
Andrew Hill Investment Advisors, Inc.

Naples, FL
BUY
 -
40
New
$2.18K - $2.35K
40 $993
Jan 03, 2022 Q4 2021
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
37
+ 0.48%
$2.01K - $2.17K
7.71K $192K
Jan 19, 2022 Q4 2021
Schwab Charitable Fund

BUY
 -
37
+ 0.48%
$2.01K - $2.17K
7.71K $191K
Feb 03, 2022 Q4 2021
Brighton Jones LLC

BUY
 -
23
+ 0.47%
$1.25K - $1.35K
4.9K $122K
Jan 24, 2022 Q4 2021
Cordasco Financial Network

BUY
 -
20
New
$1.09K - $1.17K
20 $497
Jan 12, 2022 Q4 2021
New England Guild Wealth Advisors, Inc.

BUY
 -
13
+ 0.33%
$708 - $764
3.99K $99K
Feb 02, 2022 Q4 2021
Townsend Asset Management Corp

BUY
 -
8
+ 0.43%
$436 - $470
1.87K $46.4K
Feb 07, 2022 Q4 2021
Mc Carthy Asset Management, Inc.

BUY
 -
8
+ 0.53%
$436 - $470
1.51K $37.4K
Feb 10, 2022 Q4 2021
Citigroup Inc

BUY
 -
6
+ 5.56%
$327 - $352
114 $2.83K
Jan 19, 2022 Q4 2021
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
5
+ 0.6%
$272 - $294
837 $20.8K
Jan 21, 2022 Q4 2021
Dhjj Financial Advisors, Ltd.

BUY
 -
3
+ 0.07%
$163 - $176
4.31K $107K
Feb 23, 2022 Q4 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3
+ 0.03%
$163 - $176
10.1K $251K
Feb 14, 2022 Q4 2021
Studio Investment Management LLC

Chicago, IL
BUY
 -
1
+ 0.02%
$54.4 - $58.7
4.2K $104K
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
0
Closed
$0 - $0
0 $0
Feb 14, 2022 Q4 2021
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-9
- 0.02%
$490 - $529
46.4K $1.15M
Jan 28, 2022 Q4 2021
Financial Management Professionals, Inc.

SELL
 -
-10
- 18.52%
$544 - $587
44 $1.09K
Feb 08, 2022 Q4 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-12
- 0.55%
$653 - $705
2.17K $53.9K
Jan 13, 2022 Q4 2021
Activest Wealth Management

SELL
 -
-21
Closed
$1.14K - $1.23K
0 $0
Jan 19, 2022 Q4 2021
Time Scale Financial, Inc.

SELL
 -
-33
- 15.71%
$1.8K - $1.94K
177 $4.39K
Feb 08, 2022 Q4 2021
Capital Advisors, Ltd. LLC

SELL
 -
-40
- 15.69%
$2.18K - $2.35K
215 $5.34K
Jan 31, 2022 Q4 2021
Addison Advisors LLC

SELL
 -
-40
- 0.16%
$2.18K - $2.35K
24.7K $613K
Feb 11, 2022 Q4 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-43
- 3.41%
$2.34K - $2.53K
1.22K $30.2K
Feb 03, 2022 Q4 2021
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-51
- 2.69%
$2.78K - $3K
1.84K $45.8K
Jan 27, 2022 Q4 2021
Hexagon Capital Partners LLC

SELL
 -
-76
Closed
$4.14K - $4.46K
0 $0
Jan 19, 2022 Q4 2021
Hudock, Inc.

SELL
 -
-92
Closed
$5.01K - $5.4K
0 $0
Jan 28, 2022 Q4 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-97
Closed
$5.28K - $5.7K
0 $0
Jan 19, 2022 Q4 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-147
Closed
$8K - $8.63K
0 $0
Feb 07, 2022 Q4 2021
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-151
Closed
$8.22K - $8.87K
0 $0
Jan 20, 2022 Q4 2021
Marino, Stram & Associates LLC

SELL
 -
-162
- 3.59%
$8.82K - $9.52K
4.35K $108K
Jan 13, 2022 Q4 2021
Calton & Associates, Inc.

SELL
 -
-164
- 3.74%
$8.93K - $9.63K
4.22K $105K
Feb 02, 2022 Q4 2021
Balentine LLC

Atlanta, GA
SELL
 -
-171
Closed
$9.31K - $10K
0 $0
Feb 14, 2022 Q4 2021
Howe & Rusling Inc

Rochester, NY
SELL
 -
-197
- 3.76%
$10.7K - $11.6K
5.04K $125K
Jan 14, 2022 Q4 2021
John W. Brooker & Co., Cp As

SELL
 -
-230
- 21.62%
$12.5K - $13.5K
834 $20.7K
Feb 09, 2022 Q4 2021
Wade G W & Inc

Wellesley, MA
SELL
 -
-242
- 0.67%
$13.2K - $14.2K
35.7K $887K
Feb 10, 2022 Q4 2021
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-250
- 2.55%
$13.6K - $14.7K
9.57K $238K
Feb 08, 2022 Q4 2021
Northern Trust Corp

Chicago, IL
SELL
 -
-255
- 4.27%
$13.9K - $15K
5.72K $142K
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-258
Closed
$14K - $15.2K
0 $0
Feb 08, 2022 Q4 2021
Mc Ilrath & Eck, LLC

SELL
 -
-260
- 26.61%
$14.2K - $15.3K
717 $17.8K
Feb 10, 2022 Q4 2021
Black Rock Inc.

New York, NY
SELL
 -
-289
- 42.88%
$15.7K - $17K
385 $9.56K
Feb 15, 2022 Q4 2021
Svb Wealth LLC

Boston, MA
SELL
 -
-308
- 4.43%
$16.8K - $18.1K
6.65K $165K
Feb 14, 2022 Q4 2021
Mcf Advisors LLC

Covington, KY
SELL
 -
-309
Closed
$16.8K - $18.2K
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-327
Closed
$17.8K - $19.2K
0 $0
Jan 21, 2022 Q4 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-338
- 1.24%
$18.4K - $19.9K
26.9K $667K
Feb 14, 2022 Q4 2021
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-342
Closed
$18.6K - $20.1K
0 $0

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