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 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-133K- 86.9% |
$3.05M - $3.32M
|
20K
$473K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-167K- 49.22% |
$3.83M - $4.16M
|
172K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-218K- 14.37% |
$5.02M - $5.45M
|
1.3M
$30.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-311K- 20.12% |
$7.15M - $7.77M
|
1.23M
$29.2M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-317K- 32.47% |
$7.3M - $7.92M
|
659K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-453K- 38.59% |
$10.4M - $11.3M
|
721K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-485K- 56.88% |
$11.2M - $12.1M
|
368K
$8.71M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-573K- 42.74% |
$13.2M - $14.3M
|
768K
$18.2M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-672K- 29.8% |
$15.5M - $16.8M
|
1.58M
$37.4M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.02M- 11.25% |
$23.6M - $25.6M
|
8.09M
$191M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.97M- 28.61% |
$68.4M - $74.3M
|
7.42M
$175M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.81M- 0.97% |
$87.7M - $95.2M
|
389M
$9.21B
|