Purchases and Sales Made in Q1 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 Q1 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
May 14, 2021 Q1 2021
Northwestern Mutual Wealth Management CO

BUY
 -
4.94K
+ 56.67%
$221K - $259K
13.6K $319K
May 07, 2021 Q1 2021
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
4.93K
+ 0.55%
$221K - $259K
899K $21M
Apr 27, 2021 Q1 2021
Ae Wealth Management LLC

BUY
 -
4.87K
New
$218K - $255K
4.87K $114K
May 17, 2021 Q1 2021
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
4.65K
New
$208K - $244K
4.65K $109K
May 13, 2021 Q1 2021
Kensington Investment Counsel, LLC

BUY
 -
4.65K
New
$208K - $244K
4.65K $109K
May 12, 2021 Q1 2021
Brr Op Co, LLC

BUY
 -
4.58K
New
$205K - $240K
4.58K $107K
Apr 30, 2021 Q1 2021
Paragon Capital Management LLC

Overland Park, KS
BUY
 -
4.57K
New
$205K - $240K
4.57K $107K
May 12, 2021 Q1 2021
Northern Trust Corp

Chicago, IL
BUY
 -
4.48K
New
$200K - $235K
4.48K $105K
May 05, 2021 Q1 2021
Wade G W & Inc

Wellesley, MA
BUY
 -
4.43K
New
$198K - $232K
4.43K $104K
May 12, 2021 Q1 2021
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
4.4K
New
$197K - $231K
4.4K $103K
Apr 28, 2021 Q1 2021
Firestone Capital Management

BUY
 -
4.36K
+ 2.23%
$195K - $229K
200K $4.67M
May 12, 2021 Q1 2021
Sns Financial Group, LLC

BUY
 -
4.32K
New
$193K - $227K
4.32K $101K
May 12, 2021 Q1 2021
Fca Corp

Houston, TX
BUY
 -
4.26K
+ 4.77%
$191K - $223K
93.5K $2.19M
May 11, 2021 Q1 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
4.16K
+ 18.64%
$186K - $218K
26.5K $619K
May 14, 2021 Q1 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
4.06K
New
$182K - $213K
4.06K $94.9K
May 17, 2021 Q1 2021
Aufman Associates Inc

Sewickley, PA
BUY
 -
4.02K
New
$180K - $211K
4.02K $93.9K
May 12, 2021 Q1 2021
Pinnacle Associates LTD

BUY
 -
4.01K
New
$179K - $210K
4.01K $93.6K
Apr 08, 2021 Q1 2021
New England Guild Wealth Advisors, Inc.

BUY
 -
3.95K
New
$177K - $207K
3.95K $92.4K
Apr 30, 2021 Q1 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.69K
New
$165K - $194K
3.69K $86.3K
May 11, 2021 Q1 2021
Madison Wealth Management

Cincinnati, OH
BUY
 -
3.65K
+ 9.75%
$163K - $192K
41.1K $962K
Apr 23, 2021 Q1 2021
Arlington Financial Advisors, LLC

BUY
 -
3.51K
+ 0.6%
$157K - $184K
593K $13.9M
Apr 28, 2021 Q1 2021
Comerica Bank

BUY
 -
3.41K
+ 17.86%
$153K - $179K
22.5K $526K
Jun 07, 2022 Q1 2021
True North Advisors, LLC

BUY
 -
3.39K
+ 19.67%
$152K - $178K
20.6K $483K
May 05, 2021 Q1 2021
Consolidated Planning Corp

Atlanta, GA
BUY
 -
3.01K
+ 1.9%
$135K - $158K
162K $3.79M
May 17, 2021 Q1 2021
Eaton Vance Management

Boston, MA
BUY
 -
2.78K
New
$124K - $146K
2.78K $64.9K
May 06, 2021 Q1 2021
Valley Brook Capital Group, Inc.

Venetia, PA
BUY
 -
2.56K
New
$114K - $134K
2.56K $59.8K
Apr 29, 2021 Q1 2021
Planned Solutions, Inc.

BUY
 -
2.39K
+ 0.7%
$107K - $125K
344K $8.04M
May 17, 2021 Q1 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
2.32K
+ 42.27%
$104K - $122K
7.8K $182K
Apr 28, 2021 Q1 2021
Us Bancorp \De\

BUY
 -
2.18K
+ 51.27%
$97.7K - $115K
6.44K $151K
May 27, 2021 Q1 2021
Jackson Creek Investment Advisors LLC

BUY
 -
1.79K
+ 7.77%
$79.9K - $93.6K
24.8K $579K
May 05, 2021 Q1 2021
Glassman Wealth Services

BUY
 -
1.5K
+ 0.12%
$67K - $78.5K
1.27M $29.8M
Apr 30, 2021 Q1 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.42K
+ 31.12%
$63.5K - $74.5K
5.98K $140K
Apr 30, 2021 Q1 2021
Creative Planning

Overland Park, KS
BUY
 -
1.36K
+ 2.54%
$60.8K - $71.3K
54.8K $1.28M
Apr 27, 2021 Q1 2021
Pfg Advisors

BUY
 -
1.34K
+ 4.55%
$59.8K - $70.1K
30.7K $718K
May 17, 2021 Q1 2021
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
1.32K
+ 59.41%
$59K - $69.2K
3.54K $82.7K
May 07, 2021 Q1 2021
Syverson Strege & CO

West Des Moines, IA
BUY
 -
1.27K
+ 9.79%
$56.7K - $66.5K
14.2K $332K
May 05, 2021 Q1 2021
Capital Investment Advisory Services, LLC

BUY
 -
1.01K
New
$45.2K - $52.9K
1.01K $23.6K
May 06, 2021 Q1 2021
Stonebridge Financial Planning Group, LLC

BUY
 -
954
New
$42.7K - $50K
954 $22.3K
May 13, 2021 Q1 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
771
+ 10.95%
$34.5K - $40.4K
7.81K $183K
May 03, 2021 Q1 2021
Ironwood Investment Counsel, LLC

BUY
 -
728
+ 2.96%
$32.6K - $38.2K
25.3K $591K
Apr 20, 2021 Q1 2021
Lbmc Investment Advisors, LLC

BUY
 -
679
+ 3.68%
$30.4K - $35.6K
19.1K $447K
May 05, 2021 Q1 2021
Bison Wealth, LLC

BUY
 -
652
+ 459.15%
$29.2K - $34.2K
794 $18.6K
Apr 23, 2021 Q1 2021
Central Trust CO

Jefferson City, MO
BUY
 -
564
New
$25.2K - $29.6K
564 $13.2K
May 14, 2021 Q1 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
518
New
$23.2K - $27.2K
518 $12.1K
May 06, 2021 Q1 2021
Grandview Asset Management LLC

BUY
 -
517
+ 6462.5%
$23.1K - $27.1K
525 $12.3K
May 11, 2021 Q1 2021
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
501
+ 1.21%
$22.4K - $26.3K
42.1K $983K
May 14, 2021 Q1 2021
Tradition Wealth Management, LLC

BUY
 -
450
New
$20.1K - $23.6K
450 $10.5K
May 10, 2021 Q1 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
439
+ 2.24%
$19.6K - $23K
20.1K $469K
May 10, 2021 Q1 2021
Litman Gregory Wealth Management LLC

BUY
 -
408
+ 10.56%
$18.3K - $21.4K
4.27K $99.9K

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