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 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
246+ 2.27% |
$5.67K - $6.15K
|
11.1K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
242+ 0.18% |
$5.57K - $6.05K
|
133K
$3.14M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
239+ 0.45% |
$5.5K - $5.98K
|
52.8K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
238New |
$5.48K - $5.95K
|
238
$5.63K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
230+ 2.77% |
$5.3K - $5.75K
|
8.53K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
224New |
$5.16K - $5.6K
|
224
$5.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
212New |
$4.88K - $5.3K
|
212
$5.02K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
210+ 0.3% |
$4.84K - $5.25K
|
71.4K
$1.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
205+ 1.94% |
$4.72K - $5.13K
|
10.8K
$255K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
198+ 1.48% |
$4.56K - $4.95K
|
13.5K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
182+ 0.32% |
$4.19K - $4.55K
|
56.7K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
174+ 0.2% |
$4.01K - $4.35K
|
89.4K
$2.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
170+ 1.48% |
$3.92K - $4.25K
|
11.7K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
168+ 0.78% |
$3.87K - $4.2K
|
21.7K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
165+ 2.91% |
$3.8K - $4.13K
|
5.83K
$138K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
159+ 0.45% |
$3.66K - $3.98K
|
35.5K
$839K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
136+ 1.32% |
$3.13K - $3.4K
|
10.4K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
131New |
$3.02K - $3.28K
|
131
$3.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
126+ 0.53% |
$2.9K - $3.15K
|
23.7K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
111+ 0.45% |
$2.56K - $2.78K
|
24.7K
$583K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
110New |
$2.53K - $2.75K
|
110
$2.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
108+ 0.45% |
$2.49K - $2.7K
|
24K
$567K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
99+ 0.25% |
$2.28K - $2.48K
|
39.3K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
87New |
$2K - $2.18K
|
87
$2.06K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
82+ 10.82% |
$1.89K - $2.05K
|
840
$19.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
81+ 0.0% |
$1.87K - $2.03K
|
2.01M
$47.5M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
65New |
$1.5K - $1.63K
|
65
$1.54K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
64+ 0.45% |
$1.47K - $1.6K
|
14.3K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
60+ 0.16% |
$1.38K - $1.5K
|
36.7K
$869K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
59+ 0.26% |
$1.36K - $1.48K
|
22.6K
$536K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
46+ 0.37% |
$1.06K - $1.15K
|
12.4K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45+ 15.0% |
$1.04K - $1.13K
|
345
$8.16K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
37+ 0.1% |
$852 - $925
|
35.9K
$849K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
33+ 0.46% |
$760 - $825
|
7.25K
$171K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
29+ 0.22% |
$668 - $725
|
13.5K
$318K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
27New |
$622 - $675
|
27
$639
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19+ 0.12% |
$438 - $475
|
15.7K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14+ 0.06% |
$322 - $350
|
21.6K
$511K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11+ 0.24% |
$253 - $275
|
4.61K
$109K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
9+ 0.35% |
$207 - $225
|
2.56K
$60.6K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
9+ 0.1% |
$207 - $225
|
9.04K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
9+ 0.44% |
$207 - $225
|
2.06K
$48.7K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 0.45% |
$184 - $200
|
1.79K
$42.4K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8+ 0.44% |
$184 - $200
|
1.81K
$42.8K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
8+ 0.01% |
$184 - $200
|
74K
$1.75M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6+ 0.35% |
$138 - $150
|
1.74K
$41.1K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
5+ 0.36% |
$115 - $125
|
1.4K
$33.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4+ 0.0% |
$92.1 - $100
|
85.4K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4+ 0.51% |
$92.1 - $100
|
791
$18.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.01% |
$92.1 - $100
|
30.9K
$732K
|