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 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-343Closed |
$18.7K - $20.1K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Asset Planning Corporation
|
SELL
|
- |
-394- 1.5% |
$21.4K - $23.1K
|
25.8K
$641K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-397- 1.32% |
$21.6K - $23.3K
|
29.6K
$736K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-403- 24.59% |
$21.9K - $23.7K
|
1.24K
$30.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-408- 9.32% |
$22.2K - $24K
|
3.97K
$98.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-412Closed |
$22.4K - $24.2K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-427Closed |
$23.2K - $25.1K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-428- 1.34% |
$23.3K - $25.1K
|
31.4K
$780K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-432- 87.1% |
$23.5K - $25.4K
|
64
$1.59K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-464- 56.65% |
$25.3K - $27.3K
|
355
$8.81K
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-468- 1.78% |
$25.5K - $27.5K
|
25.8K
$641K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-474- 1.06% |
$25.8K - $27.8K
|
44.4K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-482Closed |
$26.2K - $28.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-495- 8.3% |
$26.9K - $29.1K
|
5.47K
$136K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-503- 88.09% |
$27.4K - $29.5K
|
68
$1.69K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-523- 3.27% |
$28.5K - $30.7K
|
15.5K
$385K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-610- 11.05% |
$33.2K - $35.8K
|
4.91K
$122K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-677- 2.95% |
$36.9K - $39.8K
|
22.3K
$554K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-725Closed |
$39.5K - $42.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-757- 10.49% |
$41.2K - $44.5K
|
6.46K
$160K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-807- 3.02% |
$43.9K - $47.4K
|
25.9K
$643K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-849Closed |
$46.2K - $49.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-931- 5.25% |
$50.7K - $54.7K
|
16.8K
$417K
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-944- 1.32% |
$51.4K - $55.5K
|
70.5K
$1.75M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.01KClosed |
$54.7K - $59K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.11K- 5.66% |
$60.3K - $65.1K
|
18.5K
$459K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.19K- 73.62% |
$64.6K - $69.7K
|
425
$10.6K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.19K- 73.62% |
$64.6K - $69.7K
|
425
$10.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-1.29K- 11.25% |
$70.4K - $76K
|
10.2K
$253K
|
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
SELL
|
- |
-1.32K- 0.68% |
$71.7K - $77.4K
|
193K
$4.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.33K- 3.4% |
$72.1K - $77.8K
|
37.6K
$934K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.42K- 7.99% |
$77.1K - $83.2K
|
16.3K
$405K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-1.79K- 6.18% |
$97.2K - $105K
|
27.1K
$673K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.8KClosed |
$98K - $106K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.08K- 16.27% |
$113K - $122K
|
10.7K
$266K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.1K- 12.2% |
$115K - $124K
|
15.1K
$376K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-2.61K- 13.15% |
$142K - $153K
|
17.3K
$428K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.65K- 18.61% |
$144K - $155K
|
11.6K
$287K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.87K- 2.93% |
$156K - $169K
|
95.1K
$2.36M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-2.89K- 26.69% |
$157K - $170K
|
7.94K
$197K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.08K- 66.9% |
$168K - $181K
|
1.52K
$37.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.12K- 3.48% |
$170K - $183K
|
86.5K
$2.15M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.14K- 3.37% |
$171K - $185K
|
90.2K
$2.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.64K- 1.7% |
$198K - $214K
|
211K
$5.24M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.72KClosed |
$203K - $219K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.78KClosed |
$206K - $222K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
SELL
|
- |
-3.87K- 1.69% |
$211K - $228K
|
225K
$5.58M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.05KClosed |
$220K - $238K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.55K- 33.57% |
$248K - $267K
|
9.01K
$224K
|
|
|
Feb 07, 2022
Q4 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-4.56KClosed |
$248K - $268K
|
0
$0
|