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 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
16.9KNew |
$389K - $423K
|
16.9K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
16.6K+ 80.32% |
$383K - $416K
|
37.3K
$883K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.4KNew |
$379K - $411K
|
16.4K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.4K+ 38.47% |
$378K - $410K
|
59K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
15.5K+ 9555.56% |
$357K - $387K
|
15.6K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
15.2KNew |
$351K - $381K
|
15.2K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.2K+ 16.33% |
$350K - $380K
|
108K
$2.56M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
14.9K+ 14.85% |
$343K - $373K
|
115K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
14.9K+ 12.98% |
$342K - $372K
|
129K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.2K+ 21.73% |
$327K - $355K
|
79.6K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
14.2KNew |
$327K - $355K
|
14.2K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
13.8KNew |
$318K - $345K
|
13.8K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13.6KNew |
$314K - $341K
|
13.6K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.5K+ 2.47% |
$311K - $338K
|
561K
$13.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
13.2K+ 14.01% |
$304K - $330K
|
107K
$2.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.2K+ 11.08% |
$303K - $329K
|
132K
$3.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
13K+ 18.95% |
$298K - $324K
|
81.3K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
12.9K+ 1.52% |
$297K - $322K
|
859K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.9K+ 3.86% |
$297K - $322K
|
347K
$8.21M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$297K - $322K
|
12.9K
$305K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.4KNew |
$286K - $310K
|
12.4K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12.1KNew |
$280K - $304K
|
12.1K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.1KNew |
$279K - $303K
|
12.1K
$286K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
11.8KNew |
$272K - $295K
|
11.8K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$271K - $294K
|
11.8K
$278K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
11.7KNew |
$269K - $292K
|
11.7K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
11.6K+ 4.89% |
$267K - $290K
|
249K
$5.89M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.4KNew |
$262K - $284K
|
11.4K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
11.4KNew |
$261K - $284K
|
11.4K
$269K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11.1K+ 3.22% |
$256K - $278K
|
356K
$8.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
10.9K+ 25.92% |
$252K - $274K
|
53.2K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.9K+ 21.9% |
$251K - $273K
|
60.7K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
10.9K+ 2.74% |
$251K - $272K
|
408K
$9.66M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
10.8K+ 20.51% |
$249K - $271K
|
63.6K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.1KNew |
$233K - $253K
|
10.1K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10KNew |
$231K - $250K
|
10K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
9.95KNew |
$229K - $249K
|
9.95K
$235K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.81K+ 18.53% |
$226K - $245K
|
62.7K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
9.67KNew |
$223K - $242K
|
9.67K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.56K+ 15.91% |
$220K - $239K
|
69.6K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.41KNew |
$217K - $235K
|
9.41K
$223K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
9.4KNew |
$216K - $235K
|
9.4K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
9.18K+ 9.37% |
$211K - $230K
|
107K
$2.53M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
9.02KNew |
$208K - $226K
|
9.02K
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8.97KNew |
$207K - $224K
|
8.97K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.97K+ 4.82% |
$207K - $224K
|
195K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
8.93K+ 2.41% |
$206K - $223K
|
379K
$8.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
8.92KNew |
$205K - $223K
|
8.92K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.88K+ 17.52% |
$204K - $222K
|
59.5K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.69KNew |
$200K - $217K
|
8.69K
$206K
|