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 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.03% |
$69.1 - $75
|
9.12K
$216K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.2% |
$69.1 - $75
|
1.49K
$35.3K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.63% |
$46.1 - $50
|
318
$7.52K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.48% |
$46.1 - $50
|
415
$9.82K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1+ 0.01% |
$23 - $25
|
8.89K
$210K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-10- 0.04% |
$230 - $250
|
26.4K
$624K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-12- 0.07% |
$276 - $300
|
17.5K
$415K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-20- 0.04% |
$461 - $500
|
56.6K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-40- 0.23% |
$921 - $1K
|
17.1K
$405K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-46- 9.7% |
$1.06K - $1.15K
|
428
$10.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-58- 0.05% |
$1.34K - $1.45K
|
129K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-87- 0.08% |
$2K - $2.18K
|
104K
$2.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-93- 50.0% |
$2.14K - $2.33K
|
93
$2.2K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-108- 0.51% |
$2.49K - $2.7K
|
21.2K
$503K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-139- 0.38% |
$3.2K - $3.48K
|
36.4K
$862K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-181- 0.11% |
$4.17K - $4.53K
|
169K
$4.01M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
SELL
|
- |
-193- 0.35% |
$4.44K - $4.83K
|
55.6K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-240- 2.5% |
$5.53K - $6K
|
9.37K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-265- 4.33% |
$6.1K - $6.63K
|
5.86K
$139K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-285- 0.01% |
$6.56K - $7.13K
|
2.08M
$49.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-288- 23.06% |
$6.63K - $7.2K
|
961
$22.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-315- 1.91% |
$7.25K - $7.88K
|
16.2K
$384K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-323- 3.62% |
$7.44K - $8.08K
|
8.6K
$204K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-328- 3.31% |
$7.55K - $8.2K
|
9.57K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-378- 0.87% |
$8.71K - $9.45K
|
43K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-400- 4.02% |
$9.21K - $10K
|
9.56K
$226K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-426- 41.89% |
$9.81K - $10.7K
|
591
$14K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-477- 0.83% |
$11K - $11.9K
|
56.7K
$1.34M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-506- 1.24% |
$11.7K - $12.7K
|
40.4K
$955K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-509- 1.66% |
$11.7K - $12.7K
|
30.1K
$713K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-546- 1.1% |
$12.6K - $13.7K
|
49.3K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-660- 1.94% |
$15.2K - $16.5K
|
33.4K
$790K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-729- 4.69% |
$16.8K - $18.2K
|
14.8K
$351K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-737- 0.33% |
$17K - $18.4K
|
222K
$5.25M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-756- 6.39% |
$17.4K - $18.9K
|
11.1K
$262K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-772- 7.31% |
$17.8K - $19.3K
|
9.79K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-773- 5.53% |
$17.8K - $19.3K
|
13.2K
$312K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-783- 80.8% |
$18K - $19.6K
|
186
$4.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-785Closed |
$18.1K - $19.6K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-796- 3.22% |
$18.3K - $19.9K
|
23.9K
$567K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-822- 15.45% |
$18.9K - $20.6K
|
4.5K
$106K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-824- 4.21% |
$19K - $20.6K
|
18.7K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-917- 22.58% |
$21.1K - $22.9K
|
3.15K
$74.4K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-966- 9.82% |
$22.2K - $24.2K
|
8.87K
$210K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.02K- 3.19% |
$23.4K - $25.4K
|
30.9K
$731K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.03K- 92.97% |
$23.8K - $25.8K
|
78
$1.85K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.17K- 0.18% |
$26.8K - $29.1K
|
648K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.18K- 9.84% |
$27.1K - $29.5K
|
10.8K
$255K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.21K- 3.13% |
$27.8K - $30.2K
|
37.4K
$885K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.22K- 0.2% |
$28K - $30.4K
|
593K
$14M
|