Purchases and Sales Made in Q2 2022 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 2022. 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 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-66.5KClosed |
$3.32M - $3.94M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-72.1KClosed |
$3.6M - $4.28M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-83.2K- 4.01% |
$4.16M - $4.94M
|
1.99M
$48.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-91.8K- 9.27% |
$4.58M - $5.44M
|
899K
$22M
|
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-92K- 54.74% |
$4.59M - $5.45M
|
76K
$1.86M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-102KClosed |
$5.08M - $6.03M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-103K- 95.86% |
$5.14M - $6.11M
|
4.45K
$109K
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-115K- 83.58% |
$5.74M - $6.82M
|
22.6K
$552K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-128K- 95.85% |
$6.38M - $7.58M
|
5.53K
$135K
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-153KClosed |
$7.63M - $9.06M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-169K- 64.32% |
$8.43M - $10M
|
93.6K
$2.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-170K- 22.91% |
$8.49M - $10.1M
|
572K
$14M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-188K- 45.93% |
$9.4M - $11.2M
|
222K
$5.42M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-196K- 94.79% |
$9.81M - $11.6M
|
10.8K
$264K
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-206KClosed |
$10.3M - $12.2M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-291K- 47.95% |
$14.5M - $17.3M
|
316K
$7.72M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-332K- 97.42% |
$16.6M - $19.7M
|
8.79K
$215K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-423K- 39.61% |
$21.1M - $25.1M
|
645K
$15.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.52M- 98.84% |
$76.1M - $90.4M
|
17.9K
$438K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.03M- 99.7% |
$101M - $120M
|
6.16K
$150K
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5.84MClosed |
$292M - $346M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.91M- 93.46% |
$395M - $469M
|
554K
$13.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.1M- 96.29% |
$802M - $953M
|
618K
$15.1M
|