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
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.91K+ 0.54% |
$90K - $97.7K
|
728K
$17.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.9K+ 8.51% |
$89.8K - $97.5K
|
49.7K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.81K+ 20.69% |
$87.7K - $95.3K
|
22.2K
$526K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.76K+ 5.4% |
$86.6K - $94K
|
73.4K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.74K+ 2.3% |
$86.2K - $93.6K
|
167K
$3.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.72K+ 1.43% |
$85.7K - $93K
|
264K
$6.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.56K+ 96.66% |
$82K - $89.1K
|
7.25K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.43KNew |
$79K - $85.8K
|
3.43K
$81.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.25KNew |
$74.9K - $81.4K
|
3.25K
$77K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.23K+ 12.57% |
$74.3K - $80.7K
|
28.9K
$684K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
3.04K+ 1.15% |
$70K - $76K
|
266K
$6.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
2.94K+ 0.66% |
$67.8K - $73.6K
|
449K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
2.93K+ 0.66% |
$67.4K - $73.2K
|
449K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.83K+ 2.33% |
$65.2K - $70.8K
|
124K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.62KNew |
$60.4K - $65.6K
|
2.62K
$62K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.59K+ 5.55% |
$59.6K - $64.7K
|
49.1K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.59KNew |
$59.6K - $64.7K
|
2.59K
$61.2K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.48K+ 16.21% |
$57.2K - $62.1K
|
17.8K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.46K+ 4.96% |
$56.6K - $61.4K
|
52K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.42KNew |
$55.8K - $60.6K
|
2.42K
$57.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
2.39K+ 7.21% |
$55K - $59.7K
|
35.5K
$840K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.38K+ 12.83% |
$54.9K - $59.6K
|
21K
$496K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.37K+ 2.42% |
$54.5K - $59.2K
|
100K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.35K+ 8.83% |
$54.1K - $58.8K
|
29K
$685K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.32K+ 18.39% |
$53.5K - $58K
|
14.9K
$353K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.3K+ 6.51% |
$53.1K - $57.6K
|
37.7K
$891K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.21K+ 11.1% |
$51K - $55.4K
|
22.2K
$524K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.14K+ 15.31% |
$49.2K - $53.4K
|
16.1K
$381K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.1K+ 20.27% |
$48.4K - $52.5K
|
12.5K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.1K+ 10.8% |
$48.3K - $52.4K
|
21.5K
$509K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.05KNew |
$47.2K - $51.2K
|
2.05K
$48.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.04K+ 7.89% |
$47.1K - $51.1K
|
27.9K
$661K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.97KNew |
$45.4K - $49.3K
|
1.97K
$46.6K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
1.96K+ 9.95% |
$45.1K - $48.9K
|
21.6K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.9K+ 1598.32% |
$43.8K - $47.6K
|
2.02K
$47.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$42.6K - $46.3K
|
1.85K
$43.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.8K+ 1.55% |
$41.3K - $44.9K
|
118K
$2.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.79K+ 1.38% |
$41.3K - $44.8K
|
131K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.64K+ 14.31% |
$37.8K - $41.1K
|
13.1K
$310K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.63K+ 1.47% |
$37.5K - $40.7K
|
113K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.62K+ 1.85% |
$37.3K - $40.5K
|
89.1K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.61K+ 8.46% |
$37K - $40.2K
|
20.6K
$488K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.54K+ 6.2% |
$35.5K - $38.5K
|
26.4K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.41KNew |
$32.4K - $35.2K
|
1.41K
$33.3K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.3K+ 4.05% |
$29.8K - $32.4K
|
33.2K
$786K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.29K+ 139.94% |
$29.8K - $32.3K
|
2.22K
$52.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.29K+ 3.66% |
$29.7K - $32.2K
|
36.5K
$863K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.28K+ 13.01% |
$29.5K - $32K
|
11.1K
$263K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.22K+ 7.28% |
$28.2K - $30.6K
|
18K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.16K+ 7.46% |
$26.6K - $28.9K
|
16.6K
$394K
|