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 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
198+ 1.48% |
$4.56K - $4.95K
|
13.5K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
159+ 0.45% |
$3.66K - $3.98K
|
35.5K
$781K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
110New |
$2.53K - $2.75K
|
110
$2.42K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
108+ 0.45% |
$2.49K - $2.7K
|
24K
$528K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
82+ 10.82% |
$1.89K - $2.05K
|
840
$18.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
37+ 0.1% |
$852 - $925
|
35.9K
$789K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19+ 0.12% |
$438 - $475
|
15.7K
$346K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6+ 0.35% |
$138 - $150
|
1.74K
$38.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.01% |
$92.1 - $100
|
30.9K
$681K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4+ 0.0% |
$92.1 - $100
|
85.4K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-46- 9.7% |
$1.06K - $1.15K
|
428
$9.42K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-426- 41.89% |
$9.81K - $10.7K
|
591
$13K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-737- 0.33% |
$17K - $18.4K
|
222K
$4.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-824- 4.21% |
$19K - $20.6K
|
18.7K
$412K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.02K- 3.19% |
$23.4K - $25.4K
|
30.9K
$680K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.03K- 92.97% |
$23.8K - $25.8K
|
78
$1.72K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.85K- 0.45% |
$42.5K - $46.2K
|
410K
$9.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.95K- 0.99% |
$45K - $48.9K
|
196K
$4.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-2.43K- 9.92% |
$56K - $60.8K
|
22.1K
$486K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.53K- 6.42% |
$58.2K - $63.2K
|
36.8K
$810K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.57K- 15.82% |
$59.2K - $64.3K
|
13.7K
$301K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-3.62K- 0.93% |
$83.3K - $90.4K
|
384K
$8.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.36K- 33.5% |
$123K - $134K
|
10.6K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.7K- 8.31% |
$131K - $143K
|
62.9K
$1.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-5.85K- 14.99% |
$135K - $146K
|
33.2K
$730K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-6.64K- 9.33% |
$153K - $166K
|
64.5K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-7.74K- 16.2% |
$178K - $194K
|
40.1K
$882K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-8.86K- 3.33% |
$204K - $222K
|
258K
$5.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-27K- 9.05% |
$623K - $676K
|
272K
$5.98M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-39.7K- 25.34% |
$915K - $994K
|
117K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-52K- 13.14% |
$1.2M - $1.3M
|
344K
$7.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-57.2K- 43.19% |
$1.32M - $1.43M
|
75.2K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-61.3K- 98.51% |
$1.41M - $1.53M
|
927
$20.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-61.5K- 21.01% |
$1.42M - $1.54M
|
231K
$5.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-92.1K- 15.56% |
$2.12M - $2.3M
|
500K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-311K- 20.12% |
$7.15M - $7.77M
|
1.23M
$27.2M
|