Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.1K+ 92.12% |
$481K - $572K
|
21K
$513K
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
9.76K+ 0.74% |
$466K - $554K
|
1.32M
$32.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.66K+ 45.0% |
$461K - $549K
|
31.1K
$761K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.83KNew |
$422K - $501K
|
8.83K
$216K
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
8.76K+ 8.15% |
$418K - $497K
|
116K
$2.84M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.2K+ 23.7% |
$392K - $466K
|
42.8K
$1.05M
|
|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
7.82K+ 2.16% |
$373K - $444K
|
370K
$9.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.5K+ 13.31% |
$358K - $426K
|
63.9K
$1.56M
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
7.36K+ 3.78% |
$351K - $418K
|
202K
$4.94M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7.24K+ 20.56% |
$346K - $411K
|
42.4K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.1K+ 29.46% |
$339K - $403K
|
31.2K
$763K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.54KNew |
$312K - $371K
|
6.54K
$160K
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6.43K+ 58.58% |
$307K - $365K
|
17.4K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.18KNew |
$295K - $351K
|
6.18K
$151K
|
|
|
Oct 13, 2022
Q3 2022
|
Solitude Financial Services
|
BUY
|
- |
5.97K+ 65.52% |
$285K - $339K
|
15.1K
$369K
|
|
|
Oct 28, 2022
Q3 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
5.85KNew |
$279K - $332K
|
5.85K
$143K
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.78K+ 0.78% |
$276K - $328K
|
745K
$18.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
5.42K+ 6.85% |
$259K - $308K
|
84.5K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.4K+ 11.42% |
$258K - $307K
|
52.7K
$1.29M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.23KNew |
$250K - $297K
|
5.23K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.07KNew |
$242K - $288K
|
5.07K
$124K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.04KNew |
$240K - $286K
|
5.04K
$123K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
4.94K+ 1.31% |
$236K - $280K
|
381K
$9.32M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.68K+ 1.89% |
$224K - $266K
|
253K
$6.18M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
4.68K+ 1.89% |
$224K - $266K
|
253K
$6.18M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.65KNew |
$222K - $264K
|
4.65K
$114K
|
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.48K+ 12.25% |
$214K - $254K
|
41K
$1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
4.45K+ 21.06% |
$212K - $253K
|
25.6K
$625K
|
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
4.26K+ 3.09% |
$203K - $242K
|
142K
$3.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.08KNew |
$195K - $232K
|
4.08K
$99.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
4.04K+ 24.02% |
$193K - $230K
|
20.9K
$510K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4K+ 45.05% |
$191K - $227K
|
12.9K
$315K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.76K+ 3.36% |
$180K - $214K
|
116K
$2.83M
|
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
BUY
|
- |
3.53K+ 1.46% |
$168K - $200K
|
245K
$5.99M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.52KNew |
$168K - $200K
|
3.52K
$85.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
3.28K+ 1.36% |
$157K - $186K
|
244K
$5.97M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.26K+ 8.34% |
$156K - $185K
|
42.4K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.87K+ 61.67% |
$137K - $163K
|
7.53K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.8K+ 19.85% |
$134K - $159K
|
16.9K
$413K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.76K+ 2.91% |
$132K - $157K
|
97.7K
$2.39M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.75K+ 26.17% |
$131K - $156K
|
13.2K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.69K+ 19.04% |
$129K - $153K
|
16.8K
$411K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.67K+ 12.71% |
$127K - $151K
|
23.6K
$578K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.43K+ 25.63% |
$116K - $138K
|
11.9K
$291K
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
2.42K+ 1.15% |
$115K - $137K
|
213K
$5.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.41K+ 53.18% |
$115K - $137K
|
6.95K
$170K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.24K+ 19.04% |
$107K - $127K
|
14K
$342K
|
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.2K+ 12.41% |
$105K - $125K
|
19.9K
$487K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.07K+ 14.25% |
$98.9K - $118K
|
16.6K
$406K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.05K+ 49.82% |
$98.1K - $117K
|
6.17K
$151K
|