Purchases and Sales Made in Q3 2023 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11.7K+ 198.34% |
$655K - $701K
|
17.6K
$431K
|
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
11.7K+ 18.84% |
$651K - $697K
|
73.6K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
11.4KNew |
$639K - $684K
|
11.4K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11KNew |
$616K - $660K
|
11K
$270K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.8K+ 151.61% |
$600K - $643K
|
17.8K
$436K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.3K+ 52.54% |
$573K - $614K
|
29.8K
$729K
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10K+ 119.4% |
$560K - $600K
|
18.5K
$451K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10K+ 7.36% |
$560K - $599K
|
146K
$3.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.77K+ 4.65% |
$545K - $584K
|
220K
$5.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
BUY
|
- |
9.65K+ 29.39% |
$538K - $577K
|
42.5K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9.31K+ 5.14% |
$519K - $556K
|
190K
$4.65M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.9K+ 25.41% |
$497K - $532K
|
43.9K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.34KNew |
$466K - $499K
|
8.34K
$204K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.18KNew |
$456K - $489K
|
8.18K
$200K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
8.12K+ 178.28% |
$453K - $486K
|
12.7K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.02KNew |
$448K - $480K
|
8.02K
$196K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
7.43K+ 8.63% |
$414K - $444K
|
93.5K
$2.29M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
7.42KNew |
$414K - $443K
|
7.42K
$181K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.41K+ 2287.04% |
$414K - $443K
|
7.73K
$189K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7.13K+ 9.42% |
$398K - $426K
|
82.8K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.05K+ 373.5% |
$393K - $421K
|
8.94K
$218K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.99K+ 15.39% |
$390K - $418K
|
52.4K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
6.89K+ 16.17% |
$384K - $412K
|
49.5K
$1.21M
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
6.77K+ 72.25% |
$378K - $405K
|
16.1K
$395K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.7KNew |
$374K - $400K
|
6.7K
$164K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6.69K+ 8.21% |
$373K - $400K
|
88.1K
$2.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
6.62K+ 138.86% |
$370K - $396K
|
11.4K
$278K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.3K+ 146.84% |
$352K - $377K
|
10.6K
$259K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.29KNew |
$351K - $376K
|
6.29K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.1K+ 75.96% |
$340K - $365K
|
14.1K
$346K
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.86K+ 1.96% |
$327K - $350K
|
305K
$7.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.64K+ 1.52% |
$314K - $337K
|
377K
$9.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.48KNew |
$306K - $328K
|
5.48K
$134K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.34KNew |
$298K - $319K
|
5.34K
$131K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
5.24KNew |
$293K - $313K
|
5.24K
$128K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.16K+ 5.57% |
$288K - $308K
|
97.8K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.12K+ 118.1% |
$286K - $306K
|
9.46K
$231K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5K+ 0.76% |
$279K - $299K
|
666K
$16.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.94K+ 10.74% |
$275K - $295K
|
50.9K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.88K+ 7.7% |
$272K - $292K
|
68.3K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.75K+ 43.04% |
$265K - $284K
|
15.8K
$386K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.25K+ 7.25% |
$237K - $254K
|
62.9K
$1.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.23KNew |
$236K - $253K
|
4.23K
$104K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.02K+ 1.88% |
$224K - $240K
|
218K
$5.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.99KNew |
$223K - $238K
|
3.99K
$97.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
BUY
|
- |
3.88K+ 21.48% |
$217K - $232K
|
21.9K
$536K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.75K+ 5.41% |
$209K - $224K
|
73.1K
$1.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.67K+ 140.01% |
$205K - $219K
|
6.29K
$154K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3.49K+ 4.1% |
$195K - $209K
|
88.7K
$2.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.45K+ 1.17% |
$192K - $206K
|
298K
$7.29M
|