Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 07, 2022
Q4 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-4.56KClosed |
$248K - $268K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.59K- 3.97% |
$250K - $269K
|
111K
$2.71M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.61K- 41.45% |
$251K - $271K
|
6.51K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-4.65KClosed |
$253K - $273K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.11K- 1.57% |
$278K - $300K
|
321K
$7.84M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5.32K- 4.48% |
$289K - $312K
|
113K
$2.77M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.49KClosed |
$299K - $322K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.92K- 76.69% |
$323K - $348K
|
1.8K
$44K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.8K- 25.86% |
$370K - $399K
|
19.5K
$477K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.9K- 13.1% |
$430K - $464K
|
52.4K
$1.28M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8.27K- 18.07% |
$450K - $486K
|
37.5K
$917K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-10.3K- 3.6% |
$560K - $605K
|
275K
$6.73M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-11K- 2.82% |
$600K - $648K
|
380K
$9.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-15K- 44.93% |
$818K - $882K
|
18.4K
$450K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-17.1K- 7.87% |
$933K - $1.01M
|
200K
$4.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
SELL
|
- |
-19.9K- 16.07% |
$1.09M - $1.17M
|
104K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.2K- 55.41% |
$1.26M - $1.36M
|
18.7K
$457K
|
|
|
Jan 18, 2022
Q4 2021
|
Systelligence, LLC
|
SELL
|
- |
-31.5K- 10.4% |
$1.71M - $1.85M
|
271K
$6.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-36KClosed |
$1.96M - $2.11M
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-44.7K- 87.17% |
$2.43M - $2.63M
|
6.58K
$161K
|
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-52.8K- 49.62% |
$2.87M - $3.1M
|
53.6K
$1.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-54.5K- 9.22% |
$2.97M - $3.2M
|
537K
$13.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-273K- 96.02% |
$14.9M - $16M
|
11.3K
$277K
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-379K- 83.98% |
$20.6M - $22.3M
|
72.4K
$1.77M
|