Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 09, 2025
Q1 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
BUY
|
- |
6.27MNew |
$144M - $157M
|
6.27M
$148M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.31M+ 5430.66% |
$99.2M - $108M
|
4.39M
$104M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.88M+ 31.92% |
$43.3M - $47M
|
7.76M
$184M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.27MNew |
$29.2M - $31.7M
|
1.27M
$30M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.27MNew |
$29.2M - $31.7M
|
1.27M
$30M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
1.16MNew |
$26.7M - $29M
|
1.16M
$27.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
952K+ 68.12% |
$21.9M - $23.8M
|
2.35M
$55.6M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
591K+ 3.96% |
$13.6M - $14.8M
|
15.5M
$368M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
481KNew |
$11.1M - $12M
|
481K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
477K+ 204.44% |
$11M - $11.9M
|
711K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
468K+ 11.45% |
$10.8M - $11.7M
|
4.56M
$108M
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
398KNew |
$9.16M - $9.95M
|
398K
$9.41M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
395KNew |
$9.11M - $9.89M
|
395K
$9.36M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
244K+ 1243.17% |
$5.62M - $6.1M
|
263K
$6.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
197K+ 46.14% |
$4.55M - $4.94M
|
625K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
189K+ 6.68% |
$4.35M - $4.72M
|
3.02M
$71.3M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
181KNew |
$4.16M - $4.52M
|
181K
$4.27M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
177K+ 188.62% |
$4.07M - $4.42M
|
270K
$6.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
175K+ 94.22% |
$4.04M - $4.39M
|
362K
$8.56M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
163K+ 7.25% |
$3.75M - $4.07M
|
2.41M
$56.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
162K+ 6.07% |
$3.74M - $4.06M
|
2.83M
$67.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
135K+ 39.04% |
$3.1M - $3.37M
|
480K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
132K+ 15.5% |
$3.04M - $3.31M
|
985K
$23.3M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
130KNew |
$3M - $3.26M
|
130K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
125K+ 7.07% |
$2.87M - $3.12M
|
1.89M
$44.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
117K+ 109.57% |
$2.69M - $2.92M
|
223K
$5.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
115K+ 60.71% |
$2.64M - $2.87M
|
304K
$7.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
113KNew |
$2.6M - $2.83M
|
113K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
109K+ 44.89% |
$2.5M - $2.72M
|
351K
$8.3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
101K+ 63.78% |
$2.32M - $2.52M
|
259K
$6.12M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.6K+ 3.68% |
$2.11M - $2.29M
|
2.58M
$61M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
89.9K+ 4.31% |
$2.07M - $2.25M
|
2.18M
$51.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
89K+ 6.69% |
$2.05M - $2.23M
|
1.42M
$33.6M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
86.9KNew |
$2M - $2.17M
|
86.9K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
83K+ 627.88% |
$1.91M - $2.07M
|
96.2K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
79.8KNew |
$1.84M - $2M
|
79.8K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
78.2K+ 24.92% |
$1.8M - $1.95M
|
392K
$9.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
77.2K+ 5.69% |
$1.78M - $1.93M
|
1.43M
$33.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
75.5K+ 1.26% |
$1.74M - $1.89M
|
6.05M
$143M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
72.8K+ 12.03% |
$1.68M - $1.82M
|
678K
$16M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
72.5K+ 2.93% |
$1.67M - $1.81M
|
2.55M
$60.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
72.2KNew |
$1.66M - $1.81M
|
72.2K
$1.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
71.1K+ 5.19% |
$1.64M - $1.78M
|
1.44M
$34.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
67.7K+ 2.5% |
$1.56M - $1.69M
|
2.78M
$65.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
63.9K+ 192.77% |
$1.47M - $1.6M
|
97K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
61.6K+ 12.81% |
$1.42M - $1.54M
|
542K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
61.5K+ 9.36% |
$1.42M - $1.54M
|
719K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
60.5K+ 64.57% |
$1.39M - $1.51M
|
154K
$3.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
57.7K+ 4.15% |
$1.33M - $1.44M
|
1.45M
$34.3M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
56.6K+ 2.72% |
$1.3M - $1.42M
|
2.14M
$50.7M
|