Purchases and Sales Made in Q2 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 Q2 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
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
155
New
$8.35K - $8.92K
155 $3.85K
Jul 05, 2023 Q2 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
139
+ 23.09%
$7.48K - $8K
741 $18.4K
Aug 07, 2023 Q2 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
121
+ 0.84%
$6.51K - $6.97K
14.5K $359K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
106
+ 1.79%
$5.71K - $6.1K
6.04K $150K
Jul 18, 2023 Q2 2023
Cutler Group LP

BUY
 -
100
New
$5.38K - $5.76K
100 $2.48K
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
95
New
$5.11K - $5.47K
95 $2.36K
Jul 24, 2023 Q2 2023
Sage Mountain Advisors LLC

BUY
 -
80
New
$4.31K - $4.61K
80 $1.98K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
75
New
$4.04K - $4.32K
75 $1.86K
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
61
+ 0.37%
$3.28K - $3.51K
16.5K $409K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
60
+ 1.55%
$3.23K - $3.45K
3.92K $97.2K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
57
New
$3.07K - $3.28K
57 $1.41K
Aug 02, 2023 Q2 2023
Sym Financial Corp

BUY
 -
47
New
$2.53K - $2.71K
47 $1.17K
Aug 11, 2023 Q2 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
39
+ 0.49%
$2.1K - $2.25K
7.95K $197K
Aug 04, 2023 Q2 2023
Pillar Wealth Advisors, LLC

BUY
 -
37
+ 0.22%
$1.99K - $2.13K
17.2K $427K
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
35
+ 0.44%
$1.88K - $2.02K
8.06K $200K
Aug 02, 2023 Q2 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
34
+ 0.52%
$1.83K - $1.96K
6.58K $163K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
33
New
$1.78K - $1.9K
33 $819
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
33
+ 1.78%
$1.78K - $1.9K
1.89K $46.8K
Aug 14, 2023 Q2 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
26
+ 0.32%
$1.4K - $1.5K
8.28K $205K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
20
+ 6.85%
$1.08K - $1.15K
312 $7.74K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
15
New
$808 - $864
15 $372
Jul 28, 2023 Q2 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
14
+ 29.17%
$754 - $806
62 $1.54K
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
14
+ 0.24%
$754 - $806
5.95K $148K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
14
+ 0.64%
$754 - $806
2.21K $54.8K
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
13
+ 0.32%
$700 - $749
4.07K $101K
Jul 20, 2023 Q2 2023
Marino, Stram & Associates LLC

BUY
 -
10
+ 0.23%
$538 - $576
4.42K $110K
Aug 07, 2023 Q2 2023
Townsend Asset Management Corp

BUY
 -
9
+ 0.08%
$485 - $518
11.3K $279K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
8
New
$431 - $461
8 $198
Aug 04, 2023 Q2 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
8
+ 0.93%
$431 - $461
865 $21.5K
Aug 08, 2024 Q2 2023
Abound Wealth Management

Franklin, TN
BUY
 -
6
+ 0.39%
$323 - $345
1.55K $38.5K
Jul 10, 2023 Q2 2023
Tsfg, LLC

BUY
 -
5
+ 0.29%
$269 - $288
1.7K $42.3K
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
4
+ 0.0%
$215 - $230
95.2K $2.36M
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
4
+ 0.43%
$215 - $230
936 $23.2K
Jul 13, 2023 Q2 2023
Cambridge Advisors Inc.

BUY
 -
3
+ 0.01%
$162 - $173
40.6K $1.01M
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
2
+ 0.02%
$108 - $115
8.69K $216K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
1
+ 1.47%
$53.8 - $57.6
69 $1.71K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
1
+ 0.01%
$53.8 - $57.6
7.31K $181K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
1
+ 0.66%
$53.8 - $57.6
153 $3.8K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
1
+ 0.01%
$53.8 - $57.6
7.31K $181K
Jul 17, 2023 Q2 2023
Lbmc Investment Advisors, LLC

BUY
 -
1
+ 0.0%
$53.8 - $57.6
23.2K $575K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1
+ 0.49%
$53.8 - $57.6
206 $5.11K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-5
- 0.07%
$269 - $288
6.97K $173K
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-9
- 0.05%
$485 - $518
17.5K $434K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

SELL
 -
-14
- 3.69%
$754 - $806
365 $9.06K
Oct 17, 2023 Q2 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-38
- 0.16%
$2.05K - $2.19K
24K $596K
Aug 14, 2023 Q2 2023
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-52
- 0.49%
$2.8K - $2.99K
10.6K $263K
Aug 03, 2023 Q2 2023
Facet Wealth, Inc.

SELL
 -
-52
- 1.28%
$2.8K - $2.99K
4.02K $99.8K
Jul 13, 2023 Q2 2023
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-71
- 5.63%
$3.82K - $4.09K
1.19K $29.5K

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