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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.29K- 6.08% |
$47.7K - $56.2K
|
35.4K
$884K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
147+ 0.53% |
$3.06K - $3.61K
|
28.1K
$702K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
28.2KNew |
$588K - $692K
|
28.2K
$705K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.4K+ 9.11% |
$216K - $254K
|
124K
$3.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
25.7K+ 70.68% |
$537K - $632K
|
62.2K
$1.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
5.22K+ 8.24% |
$109K - $128K
|
68.6K
$1.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-16K- 4.65% |
$333K - $393K
|
328K
$8.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.27K+ 2.11% |
$47.2K - $55.6K
|
110K
$2.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-7.29K- 7.81% |
$152K - $179K
|
86.1K
$2.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
744+ 2.72% |
$15.5K - $18.3K
|
28.1K
$701K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-82.4K- 3.31% |
$1.72M - $2.02M
|
2.41M
$60.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-24.3K- 1.21% |
$506K - $596K
|
1.98M
$49.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25.7K+ 40.98% |
$536K - $631K
|
88.4K
$2.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
634+ 3.08% |
$13.2K - $15.6K
|
21.2K
$531K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.92K- 87.07% |
$81.7K - $96.1K
|
582
$14.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-7.84K- 0.81% |
$163K - $192K
|
956K
$23.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-105- 4.41% |
$2.19K - $2.58K
|
2.28K
$56.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.33K+ 51.14% |
$48.6K - $57.3K
|
6.9K
$172K
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.72K- 2.04% |
$35.8K - $42.1K
|
82.4K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.98K+ 12.75% |
$62.1K - $73.1K
|
26.3K
$658K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.63K+ 14.0% |
$54.8K - $64.5K
|
21.4K
$535K
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
48.2K+ 5.3% |
$1M - $1.18M
|
959K
$24M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.43K+ 26.58% |
$29.8K - $35K
|
6.8K
$170K
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
SELL
|
- |
-11.6K- 20.81% |
$241K - $284K
|
44K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
23.3KNew |
$485K - $572K
|
23.3K
$582K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-939- 10.58% |
$19.6K - $23K
|
7.94K
$198K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-30- 0.3% |
$625 - $736
|
10.1K
$252K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.08% |
$41.7 - $49.1
|
2.37K
$59.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
9+ 0.01% |
$188 - $221
|
74K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-66K- 58.4% |
$1.38M - $1.62M
|
47K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
43.8K+ 8.1% |
$913K - $1.08M
|
585K
$14.6M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
170+ 0.64% |
$3.54K - $4.17K
|
26.5K
$663K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.33K+ 14.52% |
$90.2K - $106K
|
34.2K
$853K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
20+ 0.12% |
$417 - $491
|
16.5K
$413K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 0.47% |
$20.8 - $24.5
|
213
$5.32K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
9.98KNew |
$208K - $245K
|
9.98K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.63K- 2.35% |
$34K - $40K
|
67.7K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.47K+ 0.09% |
$114K - $134K
|
6.06M
$151M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
16+ 0.03% |
$333 - $393
|
50.4K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-163K- 68.72% |
$3.39M - $3.99M
|
74.1K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-7.22K- 33.48% |
$150K - $177K
|
14.3K
$358K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7.73K+ 3.23% |
$161K - $190K
|
247K
$6.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
138+ 0.44% |
$2.88K - $3.39K
|
31.7K
$792K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27.4K- 2.16% |
$570K - $671K
|
1.24M
$31M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.11KNew |
$44K - $51.8K
|
2.11K
$52.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.15K- 4.08% |
$44.8K - $52.8K
|
50.5K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.81K- 5.45% |
$37.8K - $44.5K
|
31.5K
$786K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.28K- 3.67% |
$68.4K - $80.5K
|
86.1K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-510- 1.39% |
$10.6K - $12.5K
|
36.2K
$905K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
373KNew |
$7.77M - $9.15M
|
373K
$9.32M
|