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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
197K+ 46.14% |
$4.55M - $4.94M
|
625K
$13.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
135K+ 39.04% |
$3.1M - $3.37M
|
480K
$10.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
115K+ 60.71% |
$2.64M - $2.87M
|
304K
$6.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
113KNew |
$2.6M - $2.83M
|
113K
$2.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
78.2K+ 24.92% |
$1.8M - $1.95M
|
392K
$8.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
75.5K+ 1.26% |
$1.74M - $1.89M
|
6.05M
$133M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
72.5K+ 2.93% |
$1.67M - $1.81M
|
2.55M
$56M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
67.7K+ 2.5% |
$1.56M - $1.69M
|
2.78M
$61.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
45K+ 210.08% |
$1.04M - $1.12M
|
66.3K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
44.8K+ 5.85% |
$1.03M - $1.12M
|
811K
$17.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
37.5K+ 39.33% |
$863K - $937K
|
133K
$2.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
35.5K+ 2.55% |
$818K - $888K
|
1.43M
$31.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32.6K+ 3805.02% |
$751K - $816K
|
33.5K
$737K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
23.1K+ 2.21% |
$532K - $578K
|
1.07M
$23.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.2KNew |
$420K - $456K
|
18.2K
$401K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
14.2KNew |
$327K - $355K
|
14.2K
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12.1KNew |
$280K - $304K
|
12.1K
$267K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11.1K+ 3.22% |
$256K - $278K
|
356K
$7.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
9.18K+ 9.37% |
$211K - $230K
|
107K
$2.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
8.92KNew |
$205K - $223K
|
8.92K
$196K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.69KNew |
$200K - $217K
|
8.69K
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.1K+ 35.31% |
$186K - $202K
|
31K
$683K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.68K+ 36.03% |
$177K - $192K
|
29K
$638K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.26K+ 90.28% |
$167K - $182K
|
15.3K
$337K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.21K+ 29.52% |
$143K - $155K
|
27.3K
$600K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
6.15K+ 17.29% |
$142K - $154K
|
41.7K
$918K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
5.36K+ 11.43% |
$123K - $134K
|
52.2K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.18K+ 2.83% |
$119K - $130K
|
188K
$4.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.55K+ 14.99% |
$105K - $114K
|
34.9K
$768K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4.47K+ 7.32% |
$103K - $112K
|
65.5K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.39K+ 7.07% |
$101K - $110K
|
66.4K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.24K+ 16.57% |
$97.7K - $106K
|
29.8K
$657K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.21KNew |
$97K - $105K
|
4.21K
$92.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.15K+ 10.61% |
$95.7K - $104K
|
43.3K
$953K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.91K+ 0.54% |
$90K - $97.7K
|
728K
$16M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.56K+ 96.66% |
$82K - $89.1K
|
7.25K
$159K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.42KNew |
$55.8K - $60.6K
|
2.42K
$53.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.3K+ 6.51% |
$53.1K - $57.6K
|
37.7K
$829K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.8K+ 1.55% |
$41.3K - $44.9K
|
118K
$2.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.79K+ 1.38% |
$41.3K - $44.8K
|
131K
$2.89M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.29K+ 3.66% |
$29.7K - $32.2K
|
36.5K
$802K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.13K+ 0.4% |
$25.9K - $28.2K
|
285K
$6.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.11K+ 1.67% |
$25.5K - $27.7K
|
67.3K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
601+ 6.83% |
$13.8K - $15K
|
9.4K
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
594New |
$13.7K - $14.9K
|
594
$13.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
460+ 3.15% |
$10.6K - $11.5K
|
15K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
333+ 1.29% |
$7.67K - $8.33K
|
26.1K
$574K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
282+ 0.31% |
$6.49K - $7.05K
|
92.4K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
263+ 0.41% |
$6.06K - $6.58K
|
64.4K
$1.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
205+ 1.94% |
$4.72K - $5.13K
|
10.8K
$237K
|