Purchases and Sales Made in Q1 2023 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 2023. 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 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
3.65K
+ 18.75%
$192K - $210K
23.1K $566K
Apr 24, 2023 Q1 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
3.56K
+ 81.22%
$187K - $205K
7.93K $194K
Apr 25, 2023 Q1 2023
Solitude Financial Services

BUY
 -
3.16K
+ 20.8%
$166K - $182K
18.4K $449K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
3.03K
+ 1.16%
$159K - $174K
264K $6.45M
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
3.03K
+ 18.95%
$159K - $174K
19K $464K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
2.89K
+ 33.01%
$152K - $166K
11.6K $285K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
2.77K
+ 44.85%
$145K - $159K
8.94K $219K
May 12, 2023 Q1 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
2.71K
+ 0.44%
$142K - $156K
614K $15M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
2.49K
+ 9.93%
$131K - $143K
27.6K $674K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
2.47K
New
$130K - $142K
2.47K $60.4K
May 02, 2023 Q1 2023
Financial Strategies Group, Inc.

BUY
 -
2.33K
+ 0.94%
$122K - $134K
249K $6.1M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
2.28K
New
$120K - $131K
2.28K $55.8K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
2.27K
+ 27.01%
$119K - $130K
10.7K $261K
May 12, 2023 Q1 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
2.13K
+ 0.58%
$112K - $123K
372K $9.08M
May 12, 2023 Q1 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
2.11K
+ 24.63%
$111K - $121K
10.7K $261K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
2.09K
+ 29.75%
$110K - $120K
9.12K $223K
Apr 13, 2023 Q1 2023
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
2.08K
+ 4.86%
$109K - $120K
44.9K $1.1M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.04K
+ 33.85%
$107K - $117K
8.06K $197K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.89K
+ 16.05%
$98.9K - $108K
13.6K $333K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1.82K
+ 1712.26%
$95.3K - $104K
1.92K $47K
Apr 18, 2023 Q1 2023
Godsey & Gibb Associates

BUY
 -
1.79K
New
$94K - $103K
1.79K $43.8K
Jan 08, 2025 Q1 2023
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
1.73K
+ 0.82%
$90.9K - $99.6K
214K $5.23M
Dec 19, 2024 Q1 2023
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
1.73K
+ 0.82%
$90.9K - $99.6K
214K $5.23M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
1.7K
+ 5.3%
$89.1K - $97.6K
33.7K $824K
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.67K
+ 19.74%
$87.9K - $96.3K
10.2K $248K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
1.63K
+ 124.16%
$85.8K - $94K
2.95K $72.1K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
1.55K
New
$81.1K - $89K
1.55K $37.8K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.46K
+ 50.7%
$76.4K - $83.8K
4.33K $106K
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
1.38K
+ 12.54%
$72.2K - $79.2K
12.3K $302K
Apr 10, 2023 Q1 2023
Appleton Partners Inc

BUY
 -
1.35K
+ 12.33%
$70.9K - $77.7K
12.3K $301K
May 11, 2023 Q1 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.33K
New
$69.5K - $76.2K
1.33K $32.4K
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
1.18K
+ 22.99%
$62.1K - $68.1K
6.33K $155K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
1.18K
+ 5.28%
$61.7K - $67.6K
23.4K $573K
Sep 07, 2023 Q1 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
1.17K
+ 2.12%
$61.3K - $67.2K
56.2K $1.37M
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
1.02K
+ 4.66%
$53.4K - $58.5K
22.8K $559K
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
915
+ 1.8%
$48K - $52.6K
51.9K $1.27M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
819
+ 10.96%
$43K - $47.1K
8.29K $203K
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
810
+ 15.79%
$42.5K - $46.6K
5.94K $145K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
784
+ 1.45%
$41.2K - $45.1K
54.8K $1.34M
May 12, 2023 Q1 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
775
+ 19.63%
$40.7K - $44.6K
4.72K $116K
May 02, 2023 Q1 2023
Morling Financial Advisors, LLC

BUY
 -
748
New
$39.3K - $43K
748 $18.3K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
687
+ 23.85%
$36.1K - $39.5K
3.57K $87.2K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
677
+ 57.03%
$35.5K - $39K
1.86K $45.6K
May 12, 2023 Q1 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
675
New
$35.4K - $38.8K
675 $16.5K
Apr 26, 2023 Q1 2023
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
604
+ 0.46%
$31.7K - $34.8K
133K $3.24M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
566
+ 26.57%
$29.7K - $32.6K
2.7K $65.9K
Apr 14, 2023 Q1 2023
Asset Planning Corporation

BUY
 -
560
+ 2.14%
$29.4K - $32.2K
26.8K $654K
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
535
+ 13.11%
$28.1K - $30.8K
4.62K $113K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
533
+ 11.04%
$28K - $30.7K
5.36K $131K

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