Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.96M+ 1.73% |
$170M - $183M
|
409M
$11B
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.01M+ 28.33% |
$24.5M - $26.5M
|
4.55M
$123M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
985KNew |
$24M - $26M
|
985K
$26.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
872K+ 409338.5% |
$21.3M - $23M
|
872K
$23.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
483K+ 5.84% |
$11.8M - $12.7M
|
8.75M
$236M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
454K+ 121.64% |
$11.1M - $12M
|
827K
$22.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
440K+ 75.29% |
$10.7M - $11.6M
|
1.03M
$27.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
294K+ 119.19% |
$7.18M - $7.76M
|
541K
$14.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
BUY
|
- |
243K+ 2.85% |
$5.93M - $6.41M
|
8.77M
$236M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
242KNew |
$5.89M - $6.36M
|
242K
$6.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
200K+ 5.89% |
$4.88M - $5.27M
|
3.6M
$96.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
185K+ 6.47% |
$4.52M - $4.89M
|
3.05M
$82.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
151K+ 9.6% |
$3.69M - $3.98M
|
1.73M
$46.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
149KNew |
$3.64M - $3.94M
|
149K
$4.03M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
147K+ 8.69% |
$3.58M - $3.87M
|
1.84M
$49.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
141K+ 470.17% |
$3.43M - $3.7M
|
170K
$4.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
133K+ 26.52% |
$3.24M - $3.5M
|
635K
$17.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
88.4KNew |
$2.16M - $2.33M
|
88.4K
$2.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
78.9K+ 20.8% |
$1.92M - $2.08M
|
458K
$12.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
69.9K+ 14.36% |
$1.7M - $1.84M
|
557K
$15M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
BUY
|
- |
64.8K+ 7.42% |
$1.58M - $1.71M
|
939K
$25.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.8K+ 3.76% |
$1.56M - $1.68M
|
1.76M
$47.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
63.6K+ 4.33% |
$1.55M - $1.68M
|
1.53M
$41.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
62.7K+ 5.05% |
$1.53M - $1.65M
|
1.3M
$35.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
62.7K+ 5.05% |
$1.53M - $1.65M
|
1.3M
$35.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
56.6K+ 2.47% |
$1.38M - $1.49M
|
2.35M
$63.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
55.5K+ 11.32% |
$1.35M - $1.46M
|
546K
$14.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
55.4K+ 0.71% |
$1.35M - $1.46M
|
7.88M
$212M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
54.9KNew |
$1.34M - $1.45M
|
54.9K
$1.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
48.2K+ 10.11% |
$1.18M - $1.27M
|
525K
$14.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
48.1K+ 3.96% |
$1.17M - $1.27M
|
1.26M
$34M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
46.2K+ 164.79% |
$1.13M - $1.22M
|
74.3K
$2M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
45.2K+ 0.98% |
$1.1M - $1.19M
|
4.67M
$126M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
43.2K+ 23.78% |
$1.05M - $1.14M
|
225K
$6.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
43.1K+ 28.44% |
$1.05M - $1.13M
|
195K
$5.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.6K+ 13.48% |
$1.04M - $1.12M
|
359K
$9.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
39.6K+ 1.51% |
$964K - $1.04M
|
2.66M
$71.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
39.1K+ 5.13% |
$954K - $1.03M
|
801K
$21.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
37.2K+ 45.9% |
$906K - $979K
|
118K
$3.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
37.2KNew |
$906K - $979K
|
37.2K
$1M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
36.5K+ 10.4% |
$890K - $962K
|
388K
$10.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
32.4K+ 22.19% |
$789K - $853K
|
178K
$4.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
30.6K+ 14.57% |
$746K - $806K
|
240K
$6.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
30K+ 11.73% |
$730K - $789K
|
285K
$7.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
24.4KNew |
$596K - $644K
|
24.4K
$659K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
24.3K+ 148.21% |
$592K - $639K
|
40.6K
$1.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
23.5K+ 5.17% |
$572K - $618K
|
477K
$12.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23.3K+ 33.93% |
$567K - $613K
|
91.9K
$2.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
23.2K+ 53.8% |
$565K - $610K
|
66.3K
$1.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21.7K+ 7.27% |
$528K - $571K
|
320K
$8.61M
|