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 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
53K+ 63.82% |
$1.22M - $1.33M
|
136K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
52.9K+ 40.16% |
$1.22M - $1.32M
|
185K
$4.37M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52K+ 37.97% |
$1.2M - $1.3M
|
189K
$4.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
51.1K+ 51.36% |
$1.18M - $1.28M
|
151K
$3.56M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.3K+ 3.07% |
$1.09M - $1.18M
|
1.59M
$37.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
47.1K+ 3.88% |
$1.09M - $1.18M
|
1.26M
$29.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.6K+ 1.24% |
$1.07M - $1.17M
|
3.81M
$90.1M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
46.6KNew |
$1.07M - $1.16M
|
46.6K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
45.9K+ 10.75% |
$1.06M - $1.15M
|
473K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
45.4K+ 19.6% |
$1.04M - $1.13M
|
277K
$6.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
45K+ 210.08% |
$1.04M - $1.12M
|
66.3K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
44.8K+ 5.85% |
$1.03M - $1.12M
|
811K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42.7K+ 4.25% |
$984K - $1.07M
|
1.05M
$24.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
40.5K+ 2.29% |
$932K - $1.01M
|
1.8M
$42.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
37.5K+ 39.33% |
$863K - $937K
|
133K
$3.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
36.4K+ 6.56% |
$837K - $909K
|
590K
$14M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
35.5K+ 2.55% |
$818K - $888K
|
1.43M
$33.8M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
34.9K+ 8.93% |
$803K - $872K
|
425K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
34.5K+ 0.93% |
$794K - $862K
|
3.76M
$88.8M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
33.8K+ 406.71% |
$778K - $845K
|
42.1K
$996K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
32.6K+ 3.52% |
$751K - $816K
|
959K
$22.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32.6K+ 3805.02% |
$751K - $816K
|
33.5K
$792K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
31.9K+ 0.71% |
$736K - $799K
|
4.55M
$108M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
31.3KNew |
$721K - $783K
|
31.3K
$741K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
29.8KNew |
$687K - $746K
|
29.8K
$706K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
29.5K+ 4.13% |
$680K - $739K
|
746K
$17.6M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
29.3K+ 8.42% |
$674K - $732K
|
377K
$8.92M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
29.1K+ 5.06% |
$670K - $727K
|
604K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
27.8K+ 5.75% |
$640K - $695K
|
511K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
27.7K+ 155.8% |
$638K - $693K
|
45.5K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26.8K+ 13.87% |
$617K - $670K
|
220K
$5.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26.3K+ 5.12% |
$606K - $659K
|
541K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.3KNew |
$605K - $657K
|
26.3K
$622K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
26.1K+ 4.25% |
$601K - $653K
|
640K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.3K+ 39.94% |
$582K - $632K
|
88.5K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
25K+ 4.14% |
$575K - $625K
|
629K
$14.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
23.3K+ 9.85% |
$537K - $583K
|
260K
$6.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
23.1K+ 2.21% |
$532K - $578K
|
1.07M
$25.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
22.5K+ 10.34% |
$517K - $562K
|
240K
$5.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
22.3K+ 197.93% |
$514K - $559K
|
33.6K
$795K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
21.5K+ 19.37% |
$495K - $537K
|
132K
$3.13M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
21.1K+ 50.02% |
$487K - $528K
|
63.4K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
20.8K+ 2.86% |
$480K - $521K
|
749K
$17.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
20.3K+ 14.8% |
$467K - $507K
|
157K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20K+ 28.4% |
$460K - $500K
|
90.3K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
19.2K+ 2.57% |
$443K - $481K
|
768K
$18.2M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.2KNew |
$420K - $456K
|
18.2K
$432K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.2KNew |
$420K - $456K
|
18.2K
$431K
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
18K+ 1.9% |
$414K - $450K
|
963K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.3K+ 13.23% |
$399K - $433K
|
148K
$3.5M
|