Purchases and Sales Made in Q4 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 Q4 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 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-183- 2.45% |
$8.86K - $10.4K
|
7.3K
$179K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-233Closed |
$11.3K - $13.2K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-238- 8.22% |
$11.5K - $13.5K
|
2.66K
$65K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-240Closed |
$11.6K - $13.6K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-245- 1.24% |
$11.9K - $13.9K
|
19.5K
$476K
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-273- 0.12% |
$13.2K - $15.5K
|
234K
$5.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-282- 4.54% |
$13.7K - $16K
|
5.93K
$145K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-282- 2.73% |
$13.7K - $16K
|
10K
$245K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-284- 1.43% |
$13.8K - $16.1K
|
19.5K
$478K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-395- 0.58% |
$19.1K - $22.4K
|
67.8K
$1.66M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-463- 3.78% |
$22.4K - $26.2K
|
11.8K
$288K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-480- 0.15% |
$23.2K - $27.2K
|
321K
$7.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-519- 1.67% |
$25.1K - $29.4K
|
30.6K
$748K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-569- 1.84% |
$27.6K - $32.2K
|
30.3K
$740K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-625- 0.74% |
$30.3K - $35.4K
|
83.9K
$2.05M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-647- 2.61% |
$31.3K - $36.6K
|
24.1K
$590K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-674- 13.91% |
$32.6K - $38.1K
|
4.17K
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-723- 9.32% |
$35K - $40.9K
|
7.03K
$172K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-750- 3.52% |
$36.3K - $42.5K
|
20.6K
$503K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-818- 5.45% |
$39.6K - $46.3K
|
14.2K
$347K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-850- 2.75% |
$41.2K - $48.1K
|
30K
$734K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-989- 4.02% |
$47.9K - $56K
|
23.6K
$578K
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.12K- 0.66% |
$54.2K - $63.3K
|
168K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.16K- 1.87% |
$56.3K - $65.8K
|
60.9K
$1.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.18K- 3.2% |
$57.2K - $66.9K
|
35.7K
$874K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.22K- 12.97% |
$59K - $68.9K
|
8.17K
$200K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.29K- 0.25% |
$62.6K - $73.2K
|
521K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.51K- 28.44% |
$73.1K - $85.4K
|
3.8K
$92.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.64K- 13.42% |
$79.2K - $92.5K
|
10.5K
$258K
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.69K- 30.16% |
$81.9K - $95.7K
|
3.92K
$95.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.79K- 1.33% |
$86.4K - $101K
|
132K
$3.23M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.89K- 11.18% |
$91.5K - $107K
|
15K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.9K- 11.93% |
$92.2K - $108K
|
14.1K
$344K
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-2K- 3.96% |
$96.7K - $113K
|
48.4K
$1.18M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.22K- 42.42% |
$108K - $126K
|
3.02K
$73.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.3K- 3.24% |
$111K - $130K
|
68.6K
$1.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-2.42K- 0.65% |
$117K - $137K
|
367K
$8.98M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.44K- 5.43% |
$118K - $138K
|
42.5K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-2.6K- 10.13% |
$126K - $147K
|
23.1K
$564K
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-2.66K- 0.4% |
$129K - $151K
|
659K
$16.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.77K- 4.62% |
$134K - $157K
|
57.2K
$1.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.83K- 10.94% |
$137K - $160K
|
23K
$563K
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.02K- 3.54% |
$146K - $171K
|
82.1K
$2.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.42K- 1.86% |
$166K - $193K
|
181K
$4.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.55K- 3.79% |
$172K - $201K
|
89.9K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.6K- 7.57% |
$174K - $204K
|
43.9K
$1.07M
|
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.8K- 6.22% |
$184K - $215K
|
57.3K
$1.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.22K- 2.33% |
$204K - $239K
|
177K
$4.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.51K- 2.83% |
$219K - $255K
|
155K
$3.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-4.66K- 48.43% |
$225K - $263K
|
4.96K
$121K
|