Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
980K+ 0.84% |
$47.5M - $55.5M
|
118M
$2.93B
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
613K+ 4056.98% |
$29.7M - $34.7M
|
628K
$15.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
612KNew |
$29.6M - $34.6M
|
612K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
429K+ 301.82% |
$20.8M - $24.3M
|
571K
$14.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
413KNew |
$20M - $23.4M
|
413K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
411K+ 31.03% |
$19.9M - $23.3M
|
1.73M
$43.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
261KNew |
$12.6M - $14.8M
|
261K
$6.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
210K+ 74.73% |
$10.2M - $11.9M
|
490K
$12.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
197K+ 57.95% |
$9.54M - $11.1M
|
537K
$13.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
196K+ 33.24% |
$9.51M - $11.1M
|
787K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
116K+ 76.68% |
$5.62M - $6.57M
|
267K
$6.64M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
115K+ 894.04% |
$5.58M - $6.52M
|
128K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
99.7K+ 86.2% |
$4.83M - $5.64M
|
215K
$5.35M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
97.4K+ 165.58% |
$4.72M - $5.51M
|
156K
$3.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
94.4K+ 19.69% |
$4.57M - $5.34M
|
574K
$14.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
92KNew |
$4.46M - $5.21M
|
92K
$2.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
83.9KNew |
$4.06M - $4.75M
|
83.9K
$2.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
82.9K+ 15.71% |
$4.01M - $4.69M
|
610K
$15.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
79.7KNew |
$3.86M - $4.51M
|
79.7K
$1.98M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75.9K+ 12.5% |
$3.67M - $4.29M
|
683K
$16.9M
|
|
|
Feb 12, 2024
Q4 2022
|
Ashford Advisors, LLC
|
BUY
|
- |
74K+ 12.96% |
$3.58M - $4.19M
|
645K
$16M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
60.8K+ 344.78% |
$2.94M - $3.44M
|
78.4K
$1.95M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
58.4K+ 32.1% |
$2.83M - $3.3M
|
240K
$5.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
55KNew |
$2.66M - $3.11M
|
55K
$1.37M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
49.6K+ 415.06% |
$2.4M - $2.81M
|
61.5K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.4KNew |
$2.35M - $2.74M
|
48.4K
$1.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
45.3K+ 260.39% |
$2.19M - $2.57M
|
62.7K
$1.56M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
42.8KNew |
$2.07M - $2.42M
|
42.8K
$1.06M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
41.7KNew |
$2.02M - $2.36M
|
41.7K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
41K+ 184.29% |
$1.98M - $2.32M
|
63.2K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
40.5KNew |
$1.96M - $2.29M
|
40.5K
$1.01M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
39.2KNew |
$1.9M - $2.22M
|
39.2K
$974K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
38K+ 2.79% |
$1.84M - $2.15M
|
1.4M
$34.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
35.5K+ 73.39% |
$1.72M - $2.01M
|
84K
$2.09M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
29.5KNew |
$1.43M - $1.67M
|
29.5K
$732K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.2K+ 4.95% |
$1.41M - $1.65M
|
618K
$15.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
27.5K+ 10.95% |
$1.33M - $1.56M
|
279K
$6.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
27.3K+ 18.17% |
$1.32M - $1.55M
|
178K
$4.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
25.1KNew |
$1.21M - $1.42M
|
25.1K
$622K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
22.9KNew |
$1.11M - $1.3M
|
22.9K
$569K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.9K+ 9.22% |
$1.06M - $1.24M
|
260K
$6.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
20.8K+ 8.51% |
$1.01M - $1.18M
|
265K
$6.57M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
20.1KNew |
$974K - $1.14M
|
20.1K
$500K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
17.9K+ 408.27% |
$866K - $1.01M
|
22.3K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.8KNew |
$863K - $1.01M
|
17.8K
$442K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
17.8K+ 35.81% |
$863K - $1.01M
|
67.5K
$1.68M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
17.4KNew |
$840K - $982K
|
17.4K
$431K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
17.3K+ 264.47% |
$838K - $979K
|
23.8K
$592K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.3KNew |
$837K - $978K
|
17.3K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
16.9K+ 53.69% |
$818K - $956K
|
48.3K
$1.2M
|