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 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-421
- 6.62%
$22.1K - $24.2K
5.94K $145K
May 04, 2023 Q1 2023
Washington Trust CO

SELL
 -
-421
Closed
$22.1K - $24.2K
0 $0
Apr 11, 2023 Q1 2023
Harbor Group, Inc.

SELL
 -
-453
- 1.96%
$23.8K - $26.1K
22.6K $553K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-488
- 2.97%
$25.6K - $28.1K
16K $390K
Apr 19, 2023 Q1 2023
Sol Capital Management CO

SELL
 -
-500
- 4.92%
$26.2K - $28.8K
9.66K $236K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-532
- 62.15%
$27.9K - $30.6K
324 $7.92K
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-537
- 62.59%
$28.2K - $30.9K
321 $7.85K
Apr 13, 2023 Q1 2023
Burt Wealth Advisors

SELL
 -
-552
- 0.27%
$29K - $31.8K
207K $5.07M
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-609
- 2.23%
$32K - $35K
26.7K $653K
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-609
- 2.23%
$32K - $35K
26.7K $653K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-698
- 0.73%
$36.6K - $40.2K
94.3K $2.3M
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-702
- 4.02%
$36.8K - $40.4K
16.8K $410K
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
SELL
 -
-755
- 5.32%
$39.6K - $43.4K
13.4K $328K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-766
- 9.9%
$40.2K - $44.1K
6.97K $171K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-829
- 5.77%
$43.5K - $47.7K
13.5K $331K
Apr 20, 2023 Q1 2023
Pfg Advisors

SELL
 -
-899
- 3.0%
$47.2K - $51.7K
29.1K $712K
Apr 12, 2023 Q1 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-918
- 2.5%
$48.2K - $52.8K
35.8K $875K
Apr 20, 2023 Q1 2023
Leonard Rickey Investment Advisors P.L.L.C.

SELL
 -
-933
- 0.24%
$49K - $53.7K
395K $9.67M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
SELL
 -
-948
- 12.25%
$49.8K - $54.5K
6.79K $166K
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-959
- 2.26%
$50.3K - $55.2K
41.5K $1.02M
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-1.04K
- 2.15%
$54.6K - $59.8K
47.3K $1.16M
Apr 26, 2023 Q1 2023
Madison Asset Management, LLC

Madison, WI
SELL
 -
-1.13K
- 4.91%
$59.3K - $65K
21.9K $535K
Apr 28, 2023 Q1 2023
Cwm, LLC

SELL
 -
-1.15K
- 38.24%
$60.4K - $66.2K
1.86K $45.5K
Apr 19, 2023 Q1 2023
Alpha Omega Wealth Management LLC

SELL
 -
-1.25K
- 15.32%
$65.7K - $72K
6.92K $169K
May 08, 2023 Q1 2023
Madison Wealth Management

Cincinnati, OH
SELL
 -
-1.26K
- 1.5%
$65.9K - $72.3K
82.6K $2.02M
Apr 26, 2023 Q1 2023
Tiedemann Advisors, LLC

SELL
 -
-1.32K
- 0.85%
$69.4K - $76.1K
154K $3.76M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

SELL
 -
-1.41K
- 53.07%
$74.1K - $81.2K
1.25K $30.5K
May 04, 2023 Q1 2023
Lowery Thomas, LLC

San Francisco, CA
SELL
 -
-1.41K
- 1.69%
$74.2K - $81.4K
82.5K $2.02M
May 02, 2023 Q1 2023
Cap Wealth Advisors, LLC

SELL
 -
-1.53K
- 24.92%
$80.1K - $87.8K
4.6K $112K
May 04, 2023 Q1 2023
Ellevest, Inc.

SELL
 -
-1.62K
- 99.69%
$84.9K - $93K
5 $122
May 09, 2023 Q1 2023
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-1.71K
- 1.89%
$89.9K - $98.5K
89K $2.18M
Apr 20, 2023 Q1 2023
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-1.76K
- 58.2%
$92.2K - $101K
1.26K $30.8K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-1.8K
- 10.39%
$94.3K - $103K
15.5K $379K
May 12, 2023 Q1 2023
Sonora Investment Management Group, LLC

Tucson, AZ
SELL
 -
-1.8K
- 24.6%
$94.3K - $103K
5.51K $135K
May 15, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-1.82K
- 94.48%
$95.3K - $104K
106 $2.59K
May 01, 2023 Q1 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
SELL
 -
-1.9K
- 11.39%
$99.7K - $109K
14.8K $361K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

SELL
 -
-1.94K
- 52.07%
$102K - $112K
1.79K $43.7K
May 01, 2023 Q1 2023
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-2K
- 1.13%
$105K - $115K
175K $4.27M
Apr 18, 2023 Q1 2023
Darwin Advisors, LLC

SELL
 -
-2.1K
- 17.79%
$110K - $121K
9.68K $237K
May 09, 2023 Q1 2023
Addison Advisors LLC

SELL
 -
-2.27K
- 9.59%
$119K - $130K
21.4K $522K
May 04, 2023 Q1 2023
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-2.32K
- 1.38%
$122K - $134K
166K $4.06M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-2.35K
- 6.47%
$123K - $135K
33.9K $829K
Apr 13, 2023 Q1 2023
Welch Group, LLC

SELL
 -
-2.5K
- 26.5%
$131K - $144K
6.93K $170K
Apr 20, 2023 Q1 2023
Cabot Wealth Management Inc

SELL
 -
-2.56K
- 1.02%
$135K - $148K
248K $6.06M
May 05, 2023 Q1 2023
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-2.57K
- 1.42%
$135K - $148K
178K $4.36M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-2.64K
- 14.83%
$139K - $152K
15.2K $371K
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-2.64K
- 14.83%
$139K - $152K
15.2K $371K
May 16, 2023 Q1 2023
Colony Group LLC

Boston, MA
SELL
 -
-2.8K
- 10.86%
$147K - $161K
23K $562K
May 01, 2023 Q1 2023
Vigilant Capital Management, LLC

SELL
 -
-3.24K
- 73.02%
$170K - $186K
1.2K $29.3K

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