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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.98K- 85.27% |
$179K - $188K
|
1.21K
$32K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
48+ 0.45% |
$1.23K - $1.29K
|
10.6K
$283K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.06K+ 4.24% |
$156K - $163K
|
149K
$3.96M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
30+ 0.22% |
$770 - $809
|
13.5K
$360K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.88K- 5.33% |
$151K - $158K
|
104K
$2.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.88K+ 0.71% |
$73.9K - $77.6K
|
409K
$10.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Solitude Financial Services
|
SELL
|
- |
-20.7K- 2.2% |
$531K - $557K
|
918K
$24.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
42.8KNew |
$1.1M - $1.15M
|
42.8K
$1.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.68K+ 14.03% |
$68.8K - $72.2K
|
21.8K
$578K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.64K+ 54.19% |
$222K - $233K
|
24.6K
$653K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.01K+ 1.81% |
$129K - $135K
|
282K
$7.49M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-57.6K- 10.64% |
$1.48M - $1.55M
|
484K
$12.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-5.83K- 3.55% |
$150K - $157K
|
158K
$4.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9.72K+ 2.58% |
$250K - $262K
|
386K
$10.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-106- 0.13% |
$2.72K - $2.86K
|
79.7K
$2.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.38K+ 6.96% |
$35.3K - $37.1K
|
21.2K
$562K
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
290K+ 637.12% |
$7.46M - $7.83M
|
336K
$8.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.48K+ 1.12% |
$89.2K - $93.7K
|
314K
$8.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
13.1KNew |
$337K - $354K
|
13.1K
$349K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.55K+ 11.86% |
$39.7K - $41.6K
|
14.6K
$387K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.39K+ 2.09% |
$61.4K - $64.4K
|
117K
$3.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-332- 0.08% |
$8.53K - $8.95K
|
409K
$10.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-23.8K- 9.78% |
$611K - $641K
|
220K
$5.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.54K+ 2.22% |
$168K - $176K
|
300K
$7.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
18+ 0.34% |
$462 - $485
|
5.38K
$143K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
769+ 0.86% |
$19.7K - $20.7K
|
90.7K
$2.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
8.57KNew |
$220K - $231K
|
8.57K
$228K
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$103 - $108
|
15.7K
$416K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-433- 3.15% |
$11.1K - $11.7K
|
13.3K
$354K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-326- 3.12% |
$8.37K - $8.79K
|
10.1K
$269K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-187- 1.11% |
$4.8K - $5.04K
|
16.7K
$442K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
35+ 0.45% |
$899 - $943
|
7.89K
$210K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.63K+ 24.1% |
$221K - $232K
|
44.4K
$1.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-13.2K- 32.03% |
$339K - $356K
|
28K
$744K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
13+ 0.44% |
$334 - $350
|
2.98K
$79.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
997+ 1.46% |
$25.6K - $26.9K
|
69.1K
$1.83M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
34.6K+ 2.39% |
$889K - $932K
|
1.48M
$39.3M
|
|
|
Jan 13, 2026
Q4 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.7K- 7.89% |
$43.5K - $45.7K
|
19.8K
$525K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
28.3K+ 3.5% |
$726K - $762K
|
837K
$22.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.48K- 7.88% |
$38K - $39.9K
|
17.3K
$460K
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-2.68K- 0.71% |
$68.7K - $72.1K
|
375K
$9.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.05K+ 3.96% |
$26.9K - $28.2K
|
27.5K
$730K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
554+ 0.86% |
$14.2K - $14.9K
|
65K
$1.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28K+ 19.46% |
$719K - $754K
|
172K
$4.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
13.1KNew |
$336K - $352K
|
13.1K
$347K
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-18.3K- 21.7% |
$471K - $494K
|
66.1K
$1.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
90.1K+ 10.9% |
$2.31M - $2.43M
|
917K
$24.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.98K+ 12.92% |
$50.8K - $53.3K
|
17.3K
$459K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
94.1K+ 932.12% |
$2.42M - $2.54M
|
104K
$2.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
36+ 0.02% |
$924 - $970
|
189K
$5.02M
|
|