Purchases and Sales Made in Q2 2021 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
5.84K+ 1.33% |
$304K - $328K
|
446K
$10.9M
|
|
|
Jul 14, 2021
Q2 2021
|
Burt Wealth Advisors
|
BUY
|
- |
5.49K+ 3.49% |
$286K - $308K
|
163K
$3.98M
|
|
|
Jun 07, 2022
Q2 2021
|
True North Advisors, LLC
|
BUY
|
- |
5.34K+ 25.85% |
$278K - $299K
|
26K
$635K
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
5.22KNew |
$272K - $293K
|
5.22K
$128K
|
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
5.09KNew |
$265K - $286K
|
5.09K
$124K
|
|
|
Aug 16, 2021
Q2 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.93K+ 110.05% |
$257K - $276K
|
9.4K
$230K
|
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.73KNew |
$246K - $265K
|
4.73K
$116K
|
|
|
Aug 10, 2021
Q2 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
4.55KNew |
$237K - $255K
|
4.55K
$111K
|
|
|
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
4.12KNew |
$215K - $231K
|
4.12K
$101K
|
|
|
Jul 02, 2021
Q2 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
4.04KNew |
$210K - $227K
|
4.04K
$98.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
3.91K+ 4.18% |
$204K - $219K
|
97.4K
$2.38M
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.86K+ 61.78% |
$201K - $216K
|
10.1K
$247K
|
|
|
Aug 13, 2021
Q2 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
3.8KNew |
$198K - $213K
|
3.8K
$93K
|
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.72KNew |
$194K - $209K
|
3.72K
$91K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
3.71K+ 11.54% |
$193K - $208K
|
35.8K
$876K
|
|
|
Jul 20, 2021
Q2 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.49K+ 4.1% |
$182K - $196K
|
88.6K
$2.17M
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.35K+ 42.92% |
$174K - $188K
|
11.2K
$273K
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.17K+ 3172.0% |
$165K - $178K
|
3.27K
$80K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
2.74KNew |
$143K - $154K
|
2.74K
$67.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.7K+ 69.23% |
$141K - $151K
|
6.6K
$161K
|
|
|
Jul 22, 2021
Q2 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.63K+ 2.01% |
$137K - $148K
|
134K
$3.27M
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.36K+ 39.46% |
$123K - $132K
|
8.34K
$204K
|
|
|
Aug 11, 2021
Q2 2021
|
Arjuna Capital
|
BUY
|
- |
1.86KNew |
$97K - $104K
|
1.86K
$45.5K
|
|
|
Aug 06, 2021
Q2 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.82K+ 2.41% |
$94.7K - $102K
|
77.1K
$1.89M
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.8KNew |
$93.8K - $101K
|
1.8K
$44K
|
|
|
Jul 21, 2021
Q2 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
1.7K+ 0.5% |
$88.8K - $95.6K
|
346K
$8.45M
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.7K+ 26.87% |
$88.7K - $95.5K
|
8.04K
$197K
|
|
|
Aug 16, 2021
Q2 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.65K+ 17.18% |
$85.8K - $92.4K
|
11.2K
$275K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.62K+ 5.7% |
$84.3K - $90.7K
|
30K
$733K
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.6KNew |
$83.2K - $89.6K
|
1.6K
$39K
|
|
|
Aug 05, 2021
Q2 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
1.55K+ 1.23% |
$80.9K - $87.1K
|
128K
$3.13M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.54K+ 24.15% |
$80K - $86.1K
|
7.9K
$193K
|
|
|
Jul 26, 2021
Q2 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.48K+ 0.91% |
$77.1K - $83K
|
163K
$4M
|
|
|
Jul 22, 2021
Q2 2021
|
Moller Financial Services
|
BUY
|
- |
1.46K+ 0.66% |
$76.3K - $82.1K
|
223K
$5.45M
|
|
|
Jul 21, 2021
Q2 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.37K+ 6.01% |
$71.2K - $76.7K
|
24.1K
$589K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.33KNew |
$69.1K - $74.4K
|
1.33K
$32.4K
|
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.24KNew |
$64.3K - $69.3K
|
1.24K
$30.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.23K+ 14.81% |
$64.1K - $69K
|
9.53K
$233K
|
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.2KNew |
$62.4K - $67.1K
|
1.2K
$29.3K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.19KNew |
$62K - $66.8K
|
1.19K
$29.1K
|
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.19KNew |
$62K - $66.7K
|
1.19K
$29.1K
|
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.19K+ 383.82% |
$61.8K - $66.5K
|
1.5K
$36.6K
|
|
|
Jul 30, 2021
Q2 2021
|
First National Corp
|
BUY
|
- |
1.08K+ 2.82% |
$56.2K - $60.5K
|
39.4K
$963K
|
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.02K+ 5342.11% |
$52.9K - $56.9K
|
1.03K
$25.3K
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
BUY
|
- |
986+ 27.04% |
$51.4K - $55.3K
|
4.63K
$113K
|
|
|
Aug 12, 2021
Q2 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
957+ 2.75% |
$49.9K - $53.7K
|
35.8K
$875K
|
|
|
Aug 09, 2021
Q2 2021
|
Brr Op Co, LLC
|
BUY
|
- |
923+ 20.17% |
$48.1K - $51.8K
|
5.5K
$134K
|
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
888+ 25.09% |
$46.3K - $49.8K
|
4.43K
$108K
|
|
|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
887New |
$46.2K - $49.7K
|
887
$21.7K
|
|
|
Jul 23, 2021
Q2 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
832New |
$43.3K - $46.7K
|
832
$20.3K
|