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 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.13K+ 0.4% |
$25.9K - $28.2K
|
285K
$6.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.11K+ 1.67% |
$25.5K - $27.7K
|
67.3K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.09K+ 19.53% |
$25.2K - $27.4K
|
6.7K
$158K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.06K+ 12.0% |
$24.3K - $26.4K
|
9.86K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.05K+ 1.63% |
$24.1K - $26.2K
|
65.4K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.04KNew |
$24K - $26K
|
1.04K
$24.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.02K+ 0.5% |
$23.5K - $25.5K
|
206K
$4.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.02K+ 0.9% |
$23.4K - $25.4K
|
114K
$2.69M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
981+ 19.3% |
$22.6K - $24.5K
|
6.06K
$143K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
939+ 0.16% |
$21.6K - $23.5K
|
591K
$14M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
925+ 0.07% |
$21.3K - $23.1K
|
1.39M
$32.8M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
872+ 5.71% |
$20.1K - $21.8K
|
16.2K
$382K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
864+ 3.81% |
$19.9K - $21.6K
|
23.6K
$557K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
862+ 0.75% |
$19.9K - $21.6K
|
116K
$2.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
821+ 1.21% |
$18.9K - $20.5K
|
68.8K
$1.63M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
759+ 5.84% |
$17.5K - $19K
|
13.7K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
744+ 16.07% |
$17.1K - $18.6K
|
5.38K
$127K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
738+ 171.23% |
$17K - $18.5K
|
1.17K
$27.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
737+ 2.08% |
$17K - $18.4K
|
36.2K
$856K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
732+ 4.12% |
$16.9K - $18.3K
|
18.5K
$438K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
695+ 0.88% |
$16K - $17.4K
|
79.6K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
680+ 1.31% |
$15.7K - $17K
|
52.5K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
651+ 3.41% |
$15K - $16.3K
|
19.7K
$467K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
645New |
$14.9K - $16.1K
|
645
$15.3K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
633+ 11.15% |
$14.6K - $15.8K
|
6.31K
$149K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
610+ 2.28% |
$14K - $15.3K
|
27.3K
$646K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
607+ 3.34% |
$14K - $15.2K
|
18.8K
$444K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
601+ 6.83% |
$13.8K - $15K
|
9.4K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
596+ 79.47% |
$13.7K - $14.9K
|
1.35K
$31.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
594New |
$13.7K - $14.9K
|
594
$14.1K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
566+ 2.01% |
$13K - $14.2K
|
28.7K
$679K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
557New |
$12.8K - $13.9K
|
557
$13.2K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
548+ 1.77% |
$12.6K - $13.7K
|
31.6K
$747K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
541+ 40.37% |
$12.5K - $13.5K
|
1.88K
$44.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
466+ 0.82% |
$10.7K - $11.7K
|
57K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
460+ 3.15% |
$10.6K - $11.5K
|
15K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
455+ 1.59% |
$10.5K - $11.4K
|
29.1K
$688K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
420+ 600.0% |
$9.67K - $10.5K
|
490
$11.6K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
392+ 10.4% |
$9.03K - $9.8K
|
4.16K
$98.4K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
359+ 2.65% |
$8.27K - $8.98K
|
13.9K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
348+ 644.44% |
$8.01K - $8.7K
|
402
$9.51K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
333+ 1.29% |
$7.67K - $8.33K
|
26.1K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
327New |
$7.53K - $8.18K
|
327
$7.74K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
325+ 0.09% |
$7.48K - $8.13K
|
363K
$8.6M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
321New |
$7.39K - $8.03K
|
321
$7.59K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
292+ 0.58% |
$6.72K - $7.3K
|
50.4K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
282+ 0.31% |
$6.49K - $7.05K
|
92.4K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
273+ 1.73% |
$6.29K - $6.83K
|
16K
$379K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
263+ 0.41% |
$6.06K - $6.58K
|
64.4K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
249+ 1.53% |
$5.73K - $6.23K
|
16.5K
$391K
|