Purchases and Sales Made in Q4 2020 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 Q4 2020. 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
Feb 01, 2021 Q4 2020
Ackerman Capital Advisors, LLC

BUY
 -
4.47K
New
$170K - $203K
4.47K $111K
Feb 09, 2021 Q4 2020
Wells Fargo & Company

San Francisco, CA
BUY
 -
4.35K
+ 161.88%
$165K - $197K
7.04K $175K
Feb 04, 2021 Q4 2020
Us Bancorp \De\

BUY
 -
4.26K
New
$162K - $193K
4.26K $106K
Feb 08, 2021 Q4 2020
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
4.23K
+ 0.48%
$161K - $192K
894K $22.2M
Jan 11, 2021 Q4 2020
Moller Financial Services

BUY
 -
3.67K
+ 2.09%
$139K - $166K
179K $4.45M
Feb 12, 2021 Q4 2020
Northwestern Mutual Wealth Management CO

BUY
 -
3.31K
+ 61.28%
$126K - $150K
8.71K $216K
Feb 09, 2021 Q4 2020
Madison Wealth Management

Cincinnati, OH
BUY
 -
2.83K
+ 8.16%
$107K - $128K
37.5K $930K
Feb 17, 2021 Q4 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.81K
+ 25.24%
$107K - $127K
13.9K $345K
Feb 10, 2021 Q4 2020
Reston Wealth Management LLC

BUY
 -
2.49K
+ 1.99%
$94.5K - $113K
128K $3.17M
Feb 17, 2021 Q4 2020
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
2.43K
+ 10.79%
$92.4K - $110K
25K $619K
Jan 29, 2021 Q4 2020
Fortem Financial Group, LLC

BUY
 -
2.35K
New
$89.2K - $106K
2.35K $58.3K
Feb 17, 2021 Q4 2020
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
2.22K
New
$84.3K - $101K
2.22K $55.1K
Feb 02, 2021 Q4 2020
Savior LLC

BUY
 -
2.08K
+ 151.53%
$79.1K - $94.3K
3.46K $85.7K
Feb 08, 2021 Q4 2020
Howe & Rusling Inc

Rochester, NY
BUY
 -
1.89K
+ 40.18%
$71.7K - $85.5K
6.58K $163K
Feb 16, 2021 Q4 2020
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
1.78K
+ 3.79%
$67.4K - $80.4K
48.7K $1.21M
Feb 02, 2021 Q4 2020
Cabot Wealth Management Inc

BUY
 -
1.75K
+ 0.86%
$66.6K - $79.4K
207K $5.13M
Feb 16, 2021 Q4 2020
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
1.73K
New
$65.7K - $78.4K
1.73K $42.9K
Feb 03, 2021 Q4 2020
Jackson Creek Investment Advisors LLC

BUY
 -
1.69K
+ 7.96%
$64.3K - $76.7K
23K $570K
Jan 28, 2021 Q4 2020
Gemmer Asset Management LLC

BUY
 -
1.6K
+ 1.75%
$60.8K - $72.5K
92.8K $2.3M
Feb 11, 2021 Q4 2020
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.55K
+ 22.34%
$58.8K - $70.2K
8.48K $210K
Feb 01, 2021 Q4 2020
Mc Carthy Asset Management, Inc.

BUY
 -
1.48K
New
$56.3K - $67.1K
1.48K $36.7K
Jul 24, 2024 Q4 2020
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.29K
+ 8.57%
$49.1K - $58.6K
16.4K $406K
Feb 04, 2021 Q4 2020
Advisor Net Financial, Inc

BUY
 -
1.14K
+ 4.01%
$43.3K - $51.6K
29.6K $734K
Jan 29, 2021 Q4 2020
Rhs Financial, LLC

BUY
 -
1.05K
+ 3.6%
$39.9K - $47.5K
30.2K $750K
Feb 11, 2021 Q4 2020
Ironwood Investment Counsel, LLC

BUY
 -
945
+ 4.0%
$35.9K - $42.8K
24.6K $609K
Jan 26, 2021 Q4 2020
Pfg Advisors

BUY
 -
911
+ 3.2%
$34.6K - $41.3K
29.4K $729K
Feb 08, 2021 Q4 2020
First National Corp

BUY
 -
911
+ 2.31%
$34.6K - $41.3K
40.3K $1M
Jan 25, 2021 Q4 2020
Ifp Advisors, Inc

BUY
 -
891
+ 1485.0%
$33.8K - $40.4K
951 $23.6K
Feb 05, 2021 Q4 2020
Cowa, LLC

Tulsa, OK
BUY
 -
804
New
$30.5K - $36.4K
804 $19.9K
Jan 29, 2021 Q4 2020
Joseph P. Lucia & Associates, LLC

BUY
 -
725
New
$27.5K - $32.8K
725 $18K
Feb 04, 2021 Q4 2020
Bergan Kdv Wealth Management, LLC

BUY
 -
648
New
$24.6K - $29.4K
648 $16.1K
Feb 10, 2021 Q4 2020
Franklin Resources Inc

San Mateo, CA
BUY
 -
606
New
$23K - $27.5K
606 $15K
Jan 21, 2021 Q4 2020
Lbmc Investment Advisors, LLC

BUY
 -
600
+ 3.36%
$22.8K - $27.2K
18.5K $458K
Feb 12, 2021 Q4 2020
Raymond James & Associates

St Petersburg, FL
BUY
 -
475
+ 1.42%
$18K - $21.5K
33.9K $842K
Feb 09, 2021 Q4 2020
Advisory Services Network, LLC

BUY
 -
422
+ 59.52%
$16K - $19.1K
1.13K $28.1K
Feb 02, 2021 Q4 2020
Moisand Fitzgerald Tamayo, LLC

BUY
 -
401
New
$15.2K - $18.2K
401 $9.95K
Feb 22, 2021 Q4 2020
Retirement Group, LLC

BUY
 -
394
+ 1193.94%
$15K - $17.9K
427 $10.6K
Jan 28, 2021 Q4 2020
Asset Dedication, LLC

BUY
 -
384
+ 48.42%
$14.6K - $17.4K
1.18K $29.2K
Feb 11, 2021 Q4 2020
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
379
+ 0.92%
$14.4K - $17.2K
41.6K $1.03M
Feb 05, 2021 Q4 2020
Horan Securities, Inc.

BUY
 -
365
New
$13.9K - $16.5K
365 $9.06K
May 14, 2021 Q4 2020
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
316
New
$12K - $14.3K
316 $7.84K
Feb 12, 2021 Q4 2020
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
276
+ 2.71%
$10.5K - $12.5K
10.5K $260K
Feb 11, 2021 Q4 2020
Steward Partners Investment Advisory, LLC

BUY
 -
275
+ 15.95%
$10.4K - $12.5K
2K $49.6K
Feb 12, 2021 Q4 2020
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
228
+ 2.72%
$8.66K - $10.3K
8.61K $214K
Feb 16, 2021 Q4 2020
Colony Group LLC

Boston, MA
BUY
 -
202
+ 0.4%
$7.67K - $9.15K
50.8K $1.26M
Jan 25, 2021 Q4 2020
Jnba Financial Advisors

BUY
 -
190
+ 26.76%
$7.22K - $8.61K
900 $22.3K
Feb 16, 2021 Q4 2020
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
122
New
$4.63K - $5.53K
122 $3.03K
Jan 27, 2021 Q4 2020
Camelot Portfolios, LLC

BUY
 -
91
+ 0.87%
$3.46K - $4.12K
10.6K $263K
Jan 21, 2021 Q4 2020
Bcs Wealth Management

BUY
 -
51
+ 0.35%
$1.94K - $2.31K
14.8K $368K

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