Purchases and Sales Made in Q4 2022 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 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 01, 2023 Q4 2022
Mengis Capital Management, Inc.

BUY
 -
70
+ 1.37%
$3.39K - $3.96K
5.19K $129K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
68
New
$3.29K - $3.85K
68 $1.69K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
68
New
$3.29K - $3.85K
68 $1.69K
Jan 31, 2023 Q4 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
65
+ 0.41%
$3.15K - $3.68K
16K $396K
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
57
New
$2.76K - $3.23K
57 $1.42K
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
51
+ 0.69%
$2.47K - $2.89K
7.47K $186K
Jan 12, 2023 Q4 2022
Schwab Charitable Fund

BUY
 -
43
+ 0.55%
$2.08K - $2.43K
7.87K $195K
Feb 13, 2023 Q4 2022
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
43
+ 0.55%
$2.08K - $2.43K
7.88K $196K
Feb 09, 2023 Q4 2022
Pillar Wealth Advisors, LLC

BUY
 -
41
+ 0.24%
$1.99K - $2.32K
17.2K $426K
Feb 09, 2023 Q4 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
39
+ 0.49%
$1.89K - $2.21K
7.99K $198K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
34
+ 0.51%
$1.65K - $1.92K
6.68K $166K
Jan 20, 2023 Q4 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
28
+ 0.41%
$1.36K - $1.58K
6.79K $169K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
28
+ 0.43%
$1.36K - $1.58K
6.56K $163K
Feb 01, 2023 Q4 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
26
+ 0.16%
$1.26K - $1.47K
16.7K $415K
Feb 14, 2023 Q4 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
20
+ 400.0%
$969 - $1.13K
25 $621
Feb 14, 2023 Q4 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
17
+ 0.4%
$823 - $962
4.28K $106K
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
15
+ 0.53%
$726 - $849
2.87K $71.1K
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
12
+ 0.02%
$581 - $679
73.4K $1.82M
Jan 19, 2023 Q4 2022
Marino, Stram & Associates LLC

BUY
 -
12
+ 0.27%
$581 - $679
4.4K $109K
Jan 30, 2023 Q4 2022
Prairie View Partners, LLC

BUY
 -
10
New
$484 - $566
10 $248
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
8
+ 7.41%
$387 - $453
116 $2.88K
Aug 07, 2024 Q4 2022
Abound Wealth Management

Franklin, TN
BUY
 -
7
+ 0.46%
$339 - $396
1.54K $38.2K
Jan 19, 2023 Q4 2022
Tsfg, LLC

BUY
 -
6
+ 0.36%
$291 - $340
1.69K $42K
Jan 24, 2023 Q4 2022
Pinnacle Bancorp, Inc.

BUY
 -
5
+ 1.04%
$242 - $283
488 $12.1K
Jan 30, 2023 Q4 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
5
+ 0.59%
$242 - $283
853 $21.2K
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
5
+ 0.06%
$242 - $283
7.9K $196K
Feb 03, 2023 Q4 2022
Dhjj Financial Advisors, Ltd.

BUY
 -
4
+ 0.09%
$194 - $226
4.37K $108K
Feb 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
3
+ 0.03%
$145 - $170
8.69K $216K
Jan 19, 2023 Q4 2022
Schrum Private Wealth Management LLC

BUY
 -
1
+ 0.0%
$48.4 - $56.6
23.9K $594K
Feb 06, 2023 Q4 2022
Hm Payson & CO

Portland, ME
BUY
 -
1
+ 0.28%
$48.4 - $56.6
362 $8.99K
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1
+ 0.3%
$48.4 - $56.6
329 $8.17K
Feb 13, 2023 Q4 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
1
New
$48.4 - $56.6
1 $24.8
Feb 13, 2023 Q4 2022
Us Bancorp \De\

SELL
 -
-18
- 0.35%
$872 - $1.02K
5.06K $126K
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
SELL
 -
-26
- 7.6%
$1.26K - $1.47K
316 $7.85K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-27
- 0.52%
$1.31K - $1.53K
5.21K $129K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

SELL
 -
-31
- 11.65%
$1.5K - $1.75K
235 $5.84K
Feb 10, 2023 Q4 2022
Sequoia Financial Advisors, LLC

SELL
 -
-42
- 0.98%
$2.03K - $2.38K
4.26K $106K
Mar 01, 2023 Q4 2022
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-47
- 0.13%
$2.28K - $2.66K
36.7K $911K
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-50
- 0.82%
$2.42K - $2.83K
6.02K $149K
Feb 03, 2023 Q4 2022
White Pine Investment CO

SELL
 -
-53
- 0.03%
$2.57K - $3K
175K $4.36M
Feb 09, 2023 Q4 2022
Mai Capital Management

SELL
 -
-81
- 1.2%
$3.92K - $4.58K
6.68K $166K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

SELL
 -
-107
- 0.33%
$5.18K - $6.06K
32K $795K
Jan 27, 2023 Q4 2022
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-120
- 94.49%
$5.81K - $6.79K
7 $174
Feb 08, 2023 Q4 2022
Iag Wealth Partners, LLC

SELL
 -
-129
- 30.42%
$6.25K - $7.3K
295 $7.32K
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

SELL
 -
-134
- 1.98%
$6.49K - $7.58K
6.64K $165K
Feb 06, 2023 Q4 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
SELL
 -
-137
- 0.81%
$6.63K - $7.75K
16.7K $414K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-172
- 4.16%
$8.33K - $9.74K
3.96K $98.4K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-183
- 2.45%
$8.86K - $10.4K
7.3K $181K
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-233
Closed
$11.3K - $13.2K
0 $0

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