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 05, 2023 Q1 2023
Wambolt & Associates, LLC

BUY
 -
9.43K
New
$495K - $542K
9.43K $231K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
9.18K
+ 4.26%
$482K - $528K
225K $5.49M
Apr 26, 2023 Q1 2023
Rhs Financial, LLC

BUY
 -
8.55K
+ 5.67%
$449K - $492K
159K $3.89M
May 10, 2023 Q1 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
8.41K
New
$441K - $484K
8.41K $206K
May 03, 2023 Q1 2023
Sterling Financial Planning, Inc.

BUY
 -
8.32K
+ 7.03%
$437K - $479K
127K $3.1M
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
8.23K
+ 54.82%
$432K - $474K
23.3K $568K
May 05, 2023 Q1 2023
Arlington Financial Advisors, LLC

BUY
 -
8.12K
+ 1.64%
$426K - $467K
504K $12.3M
May 05, 2023 Q1 2023
R. W. Roge & Company, Inc.

Bohemia, NY
BUY
 -
7.98K
+ 13.93%
$419K - $459K
65.3K $1.6M
Apr 26, 2023 Q1 2023
Wespac Advisors, LLC

BUY
 -
7.98K
New
$419K - $459K
7.98K $195K
May 02, 2023 Q1 2023
Ashford Advisors, LLC

BUY
 -
7.8K
+ 1.21%
$409K - $449K
653K $16M
Apr 19, 2023 Q1 2023
Johnson Bixby & Associates, LLC

BUY
 -
6.82K
+ 15.87%
$358K - $392K
49.8K $1.22M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
6.79K
+ 65.09%
$357K - $391K
17.2K $421K
May 08, 2023 Q1 2023
Tempus Wealth Planning, LLC

BUY
 -
6.59K
+ 27.65%
$346K - $379K
30.4K $744K
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
6.56K
+ 6.4%
$344K - $377K
109K $2.67M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
6.5K
+ 13.41%
$341K - $374K
54.9K $1.34M
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
6.1K
+ 7.99%
$320K - $351K
82.4K $2.02M
Apr 19, 2023 Q1 2023
Systelligence, LLC

BUY
 -
5.79K
+ 1.83%
$304K - $333K
323K $7.89M
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
5.49K
+ 2.13%
$288K - $316K
263K $6.43M
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
5.49K
+ 2.13%
$288K - $316K
263K $6.43M
Apr 28, 2023 Q1 2023
Garrison Asset Management, LLC

BUY
 -
5.33K
New
$280K - $307K
5.33K $130K
May 24, 2024 Q1 2023
Garrison Asset Management, LLC

BUY
 -
5.33K
New
$280K - $307K
5.33K $130K
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
5.29K
New
$278K - $305K
5.29K $129K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
5.24K
+ 5.82%
$275K - $301K
95.2K $2.33M
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
5.15K
New
$270K - $296K
5.15K $126K
May 11, 2023 Q1 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
5K
+ 8.22%
$263K - $288K
65.9K $1.61M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
4.95K
+ 47.86%
$260K - $285K
15.3K $374K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
4.95K
New
$260K - $285K
4.95K $121K
Apr 18, 2023 Q1 2023
Frg Family Wealth Advisors LLC

BUY
 -
4.93K
+ 15.88%
$259K - $283K
35.9K $879K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
4.77K
+ 58.36%
$250K - $274K
12.9K $316K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
4.74K
New
$249K - $272K
4.74K $116K
May 04, 2023 Q1 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
4.72K
+ 0.63%
$248K - $271K
756K $18.5M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
4.65K
New
$244K - $267K
4.65K $114K
Jun 27, 2023 Q1 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
4.54K
New
$238K - $261K
4.54K $111K
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
4.54K
New
$238K - $261K
4.54K $111K
Apr 27, 2023 Q1 2023
Bay Colony Advisory Group, Inc D

BUY
 -
4.51K
+ 17.67%
$237K - $260K
30K $734K
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
4.34K
New
$228K - $250K
4.34K $106K
May 12, 2023 Q1 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
4.21K
+ 70.06%
$221K - $242K
10.2K $250K
May 09, 2023 Q1 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
4.18K
+ 9.51%
$219K - $240K
48.1K $1.18M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
4.17K
+ 10.07%
$219K - $240K
45.6K $1.12M
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
4.13K
+ 14.0%
$217K - $238K
33.7K $823K
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
4.11K
New
$216K - $237K
4.11K $101K
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
4.06K
New
$213K - $233K
4.06K $99.1K
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
3.99K
+ 8.3%
$209K - $230K
52.1K $1.27M
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
3.86K
New
$203K - $222K
3.86K $94.4K
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
3.86K
New
$203K - $222K
3.86K $94.4K
Apr 11, 2023 Q1 2023
Paradigm Financial Partners, LLC

BUY
 -
3.79K
+ 16.35%
$199K - $218K
27K $660K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.77K
+ 2.54%
$198K - $217K
152K $3.73M
Apr 13, 2023 Q1 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
3.71K
+ 4.66%
$195K - $214K
83.5K $2.04M
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
3.69K
+ 86.55%
$194K - $212K
7.95K $194K

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