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 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
16.5KNew |
$801K - $936K
|
16.5K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.3K+ 27.17% |
$790K - $923K
|
76.3K
$1.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
15.8K+ 4.47% |
$765K - $895K
|
369K
$9.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.6K+ 53.29% |
$610K - $713K
|
36.2K
$900K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
12.3KNew |
$594K - $694K
|
12.3K
$304K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
11.7K+ 8.45% |
$569K - $664K
|
151K
$3.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.1K+ 41.22% |
$539K - $630K
|
38.1K
$947K
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
11.1K+ 55.63% |
$537K - $627K
|
31K
$770K
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
BUY
|
- |
9.67K+ 3.95% |
$468K - $547K
|
255K
$6.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
9.43KNew |
$457K - $534K
|
9.43K
$234K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
9.01K+ 407.51% |
$436K - $510K
|
11.2K
$279K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.62K+ 20.34% |
$417K - $488K
|
51K
$1.27M
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
8.52KNew |
$412K - $482K
|
8.52K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.48KNew |
$411K - $480K
|
8.48K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.41K+ 48.32% |
$407K - $476K
|
25.8K
$641K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.29K+ 4.06% |
$402K - $469K
|
213K
$5.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.74KNew |
$375K - $438K
|
7.74K
$192K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.47K+ 126.52% |
$362K - $423K
|
13.4K
$332K
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.41KNew |
$359K - $420K
|
7.41K
$184K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
7.31KNew |
$354K - $414K
|
7.31K
$181K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.91K+ 24.75% |
$335K - $391K
|
34.8K
$864K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.57K+ 66.42% |
$318K - $372K
|
16.5K
$409K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
6.23K+ 10.44% |
$302K - $353K
|
65.9K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.17KNew |
$299K - $349K
|
6.17K
$153K
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.88K+ 0.79% |
$285K - $333K
|
751K
$18.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.85K+ 33.37% |
$283K - $331K
|
23.4K
$580K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.82K+ 128.63% |
$282K - $330K
|
10.4K
$257K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.35KNew |
$259K - $303K
|
5.35K
$133K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.15KNew |
$249K - $291K
|
5.15K
$128K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
5.13KNew |
$248K - $290K
|
5.13K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.04K+ 8.42% |
$244K - $285K
|
64.9K
$1.61M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.95K+ 1.96% |
$240K - $280K
|
258K
$6.39M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
4.95K+ 1.96% |
$240K - $280K
|
258K
$6.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
4.92K+ 1.26% |
$238K - $278K
|
396K
$9.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.9K+ 139.26% |
$237K - $277K
|
8.41K
$209K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.86K+ 19.71% |
$235K - $275K
|
29.5K
$733K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.75K+ 83.36% |
$230K - $269K
|
10.4K
$259K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.44KNew |
$215K - $251K
|
4.44K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.42K+ 3.06% |
$214K - $250K
|
149K
$3.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.38KNew |
$212K - $248K
|
4.38K
$109K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
4.3KNew |
$208K - $244K
|
4.3K
$107K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.3KNew |
$208K - $243K
|
4.3K
$107K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.24KNew |
$205K - $240K
|
4.24K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.21KNew |
$204K - $238K
|
4.21K
$105K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.2K+ 1.71% |
$204K - $238K
|
250K
$6.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
4.09KNew |
$198K - $232K
|
4.09K
$102K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.08KNew |
$198K - $231K
|
4.08K
$101K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
4.04KNew |
$196K - $229K
|
4.04K
$100K
|
|
|
Feb 08, 2023
Q4 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
4.02KNew |
$195K - $228K
|
4.02K
$99.9K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4K+ 38.67% |
$194K - $227K
|
14.4K
$356K
|