Latest Institutional Transactions on Schwab Fundamental U S Large C (FNDX)
This table provides information on the latest institutional transactions involving Schwab Fundamental U S Large C (FNDX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.24K+ 7.05% |
$152K - $164K
|
94.7K
$2.52M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.91K- 1.1% |
$46.6K - $50.4K
|
171K
$4.55M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
11.4KNew |
$277K - $299K
|
11.4K
$302K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.24% |
$24.4 - $26.3
|
418
$11.1K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-793- 0.17% |
$19.3K - $20.9K
|
479K
$12.7M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.8K- 13.74% |
$312K - $337K
|
80.3K
$2.13M
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
110K+ 18.57% |
$2.68M - $2.9M
|
703K
$18.7M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-67.6K- 3.17% |
$1.65M - $1.78M
|
2.06M
$54.8M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
7.25K+ 283.53% |
$177K - $191K
|
9.8K
$260K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20.2K- 6.31% |
$492K - $531K
|
299K
$7.96M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
279+ 5.06% |
$6.8K - $7.35K
|
5.8K
$154K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
16.5KNew |
$403K - $436K
|
16.5K
$440K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
719K+ 4.41% |
$17.5M - $18.9M
|
17M
$452M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$244K - $264K
|
10K
$266K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.09K+ 3.42% |
$75.3K - $81.3K
|
93.3K
$2.48M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.05K- 9.46% |
$49.9K - $53.9K
|
19.6K
$520K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
7.61KNew |
$186K - $200K
|
7.61K
$202K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.4K+ 7.88% |
$34.1K - $36.8K
|
19.1K
$509K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.9K+ 11188.24% |
$46.4K - $50.1K
|
1.92K
$51K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-778- 32.54% |
$19K - $20.5K
|
1.61K
$42.9K
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
187KNew |
$4.56M - $4.92M
|
187K
$4.97M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-78.2K- 16.29% |
$1.91M - $2.06M
|
402K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
413K+ 22.12% |
$10.1M - $10.9M
|
2.28M
$60.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-38.2K- 24.01% |
$932K - $1.01M
|
121K
$3.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.3K- 3.11% |
$569K - $615K
|
728K
$19.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.7K+ 101.59% |
$286K - $309K
|
23.3K
$618K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-172K- 5.83% |
$4.2M - $4.53M
|
2.78M
$73.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
150K+ 879.97% |
$3.66M - $3.95M
|
167K
$4.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
73.3KNew |
$1.79M - $1.93M
|
73.3K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.76K- 5.16% |
$116K - $125K
|
87.6K
$2.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.76K- 1.93% |
$67.4K - $72.8K
|
141K
$3.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-110K- 11.15% |
$2.67M - $2.89M
|
873K
$23.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-46.8K- 11.62% |
$1.14M - $1.23M
|
356K
$9.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
24.4K+ 5.99% |
$595K - $643K
|
432K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.68K- 12.27% |
$65.3K - $70.5K
|
19.2K
$509K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.86KNew |
$192K - $207K
|
7.86K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.5K+ 11.17% |
$377K - $407K
|
154K
$4.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-28.4K- 32.57% |
$691K - $747K
|
58.7K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-804K- 9.91% |
$19.6M - $21.2M
|
7.31M
$194M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
641+ 7.03% |
$15.6K - $16.9K
|
9.76K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11.7K- 18.66% |
$286K - $309K
|
51.1K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
115K+ 58.79% |
$2.8M - $3.03M
|
311K
$8.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.87K- 0.86% |
$192K - $207K
|
902K
$24M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.09K+ 0.63% |
$50.9K - $55K
|
334K
$8.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
24.3K+ 104.05% |
$592K - $640K
|
47.6K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
61.7KNew |
$1.5M - $1.63M
|
61.7K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
30.1K+ 59.67% |
$735K - $794K
|
80.6K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.7KNew |
$188K - $203K
|
7.7K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
842+ 9.1% |
$20.5K - $22.2K
|
10.1K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|