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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.3M+ 228.86% |
$27.1M - $31.9M
|
1.87M
$48.7M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
480KNew |
$10M - $11.8M
|
480K
$12.5M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.18K- 17.6% |
$24.6K - $28.9K
|
5.52K
$144K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
204New |
$4.25K - $5.01K
|
204
$5.32K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-236K- 66.49% |
$4.91M - $5.78M
|
119K
$3.09M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-7.86KClosed |
$164K - $193K
|
0
$0
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-6- 0.23% |
$125 - $147
|
2.56K
$66.6K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.27K+ 6.2% |
$110K - $129K
|
90.2K
$2.35M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.59K- 23.97% |
$54K - $63.6K
|
8.22K
$214K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-231- 3.81% |
$4.81K - $5.67K
|
5.83K
$152K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
46.6K+ 2.58% |
$972K - $1.14M
|
1.85M
$48.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
168K+ 3.69% |
$3.51M - $4.13M
|
4.72M
$123M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.5K+ 14.78% |
$469K - $552K
|
175K
$4.55M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
880K+ 93.55% |
$18.3M - $21.6M
|
1.82M
$47.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
82K+ 16.05% |
$1.71M - $2.01M
|
593K
$15.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
267New |
$5.56K - $6.55K
|
267
$6.96K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
51.5K+ 12.11% |
$1.07M - $1.26M
|
477K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.2K+ 7.56% |
$233K - $275K
|
159K
$4.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.8K+ 6798.38% |
$350K - $412K
|
17K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
187K+ 7.77% |
$3.89M - $4.59M
|
2.59M
$67.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.79K+ 24.86% |
$58.1K - $68.5K
|
14K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.78K- 9.73% |
$141K - $166K
|
62.8K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.65M+ 127.28% |
$34.5M - $40.6M
|
2.95M
$77M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.55K- 69.96% |
$32.3K - $38.1K
|
666
$17.4K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
297+ 0.37% |
$6.19K - $7.29K
|
79.9K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.7K+ 16.07% |
$1.16M - $1.37M
|
403K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-318- 0.65% |
$6.63K - $7.8K
|
48.8K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
26.3KNew |
$548K - $645K
|
26.3K
$685K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
31.2KNew |
$650K - $766K
|
31.2K
$813K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4.81KNew |
$100K - $118K
|
4.81K
$125K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.39K+ 1.05% |
$28.9K - $34.1K
|
134K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
257K+ 36.15% |
$5.35M - $6.3M
|
967K
$25.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-4.14K- 3.04% |
$86.3K - $102K
|
132K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-15.6K- 8.64% |
$325K - $383K
|
165K
$4.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
6+ 0.43% |
$125 - $147
|
1.41K
$36.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
9.75KNew |
$203K - $239K
|
9.75K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.94K+ 24.49% |
$82.1K - $96.7K
|
20K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-714- 7.46% |
$14.9K - $17.5K
|
8.86K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.39KNew |
$49.8K - $58.7K
|
2.39K
$62.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.7K+ 16.0% |
$265K - $312K
|
92.3K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
10.2KNew |
$213K - $251K
|
10.2K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
37.5K+ 24.58% |
$781K - $920K
|
190K
$4.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
350K+ 4.5% |
$7.29M - $8.58M
|
8.11M
$211M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 2.09% |
$25.4K - $29.9K
|
57K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.04K+ 0.93% |
$42.5K - $50.1K
|
221K
$5.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.4KNew |
$1.28M - $1.51M
|
61.4K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
47.5K+ 6.37% |
$990K - $1.17M
|
793K
$20.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-411- 0.69% |
$8.57K - $10.1K
|
59.1K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.9K- 5.48% |
$540K - $636K
|
447K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
156+ 0.44% |
$3.25K - $3.83K
|
35.6K
$928K
|