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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-824- 4.21% |
$19K - $20.6K
|
18.7K
$438K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
37+ 0.1% |
$852 - $925
|
35.9K
$839K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
37.5K+ 39.33% |
$863K - $937K
|
133K
$3.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.01% |
$92.1 - $100
|
30.9K
$724K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-6.64K- 9.33% |
$153K - $166K
|
64.5K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
67.7K+ 2.5% |
$1.56M - $1.69M
|
2.78M
$64.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
45K+ 210.08% |
$1.04M - $1.12M
|
66.3K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
263+ 0.41% |
$6.06K - $6.58K
|
64.4K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
113KNew |
$2.6M - $2.83M
|
113K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-61.5K- 21.01% |
$1.42M - $1.54M
|
231K
$5.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
44.8K+ 5.85% |
$1.03M - $1.12M
|
811K
$19M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-3.62K- 0.93% |
$83.3K - $90.4K
|
384K
$8.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.7K- 8.31% |
$131K - $143K
|
62.9K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-2.43K- 9.92% |
$56K - $60.8K
|
22.1K
$516K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.91K+ 0.54% |
$90K - $97.7K
|
728K
$17M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
197K+ 46.14% |
$4.55M - $4.94M
|
625K
$14.6M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.21KNew |
$97K - $105K
|
4.21K
$98.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.69KNew |
$200K - $217K
|
8.69K
$203K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
23.1K+ 2.21% |
$532K - $578K
|
1.07M
$24.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-61.3K- 98.51% |
$1.41M - $1.53M
|
927
$21.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-5.85K- 14.99% |
$135K - $146K
|
33.2K
$775K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-426- 41.89% |
$9.81K - $10.7K
|
591
$13.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-39.7K- 25.34% |
$915K - $994K
|
117K
$2.74M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.29K+ 3.66% |
$29.7K - $32.2K
|
36.5K
$852K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4+ 0.0% |
$92.1 - $100
|
85.4K
$2M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-737- 0.33% |
$17K - $18.4K
|
222K
$5.19M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6+ 0.35% |
$138 - $150
|
1.74K
$40.6K
|
|
| Q4 2024 | |||||||
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
18KNew |
$423K - $1.29M
|
18K
$421K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4.06KNew |
$95.4K - $292K
|
4.06K
$95K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
42.2KNew |
$992K - $3.03M
|
42.2K
$988K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
422K+ 248.94% |
$9.92M - $30.3M
|
592K
$13.8M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.84K+ 217.09% |
$90.1K - $275K
|
5.6K
$131K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
502New |
$11.8K - $36K
|
502
$11.7K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
75New |
$1.76K - $5.38K
|
75
$1.75K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-438Closed |
$10.3K - $31.4K
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14.2K+ 200.0% |
$334K - $1.02M
|
21.3K
$499K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.2K+ 173.25% |
$476K - $1.45M
|
31.9K
$747K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.19K+ 198.73% |
$169K - $516K
|
10.8K
$253K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
188K+ 414.94% |
$4.42M - $13.5M
|
233K
$5.46M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
11.3KNew |
$265K - $811K
|
11.3K
$264K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
170KNew |
$3.98M - $12.2M
|
170K
$3.96M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
170K+ 119.75% |
$4M - $12.2M
|
312K
$7.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.92K+ 100.22% |
$186K - $568K
|
15.8K
$370K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
18.4KNew |
$432K - $1.32M
|
18.4K
$430K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.4KNew |
$32.8K - $100K
|
1.4K
$32.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
67+ 136.73% |
$1.57K - $4.81K
|
116
$2.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
5.82K+ 116.4% |
$137K - $418K
|
10.8K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.03K+ 269.67% |
$212K - $648K
|
12.4K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
97.1K+ 288.18% |
$2.28M - $6.97M
|
131K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.23M+ 208.15% |
$28.8M - $88M
|
1.82M
$42.5M
|
|