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 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-822- 15.45% |
$18.9K - $20.6K
|
4.5K
$111K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
51.1K+ 51.36% |
$1.18M - $1.28M
|
151K
$3.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.56K- 4.09% |
$59K - $64.1K
|
60.2K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.17K- 0.18% |
$26.8K - $29.1K
|
648K
$16.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
205+ 1.94% |
$4.72K - $5.13K
|
10.8K
$267K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
5.36K+ 11.43% |
$123K - $134K
|
52.2K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.56K+ 96.66% |
$82K - $89.1K
|
7.25K
$179K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
135K+ 39.04% |
$3.1M - $3.37M
|
480K
$11.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-52K- 13.14% |
$1.2M - $1.3M
|
344K
$8.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19+ 0.12% |
$438 - $475
|
15.7K
$390K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.68K+ 36.03% |
$177K - $192K
|
29K
$718K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
115K+ 60.71% |
$2.64M - $2.87M
|
304K
$7.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.57K- 15.82% |
$59.2K - $64.3K
|
13.7K
$339K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.21K+ 29.52% |
$143K - $155K
|
27.3K
$675K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
601+ 6.83% |
$13.8K - $15K
|
9.4K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
460+ 3.15% |
$10.6K - $11.5K
|
15K
$373K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
82+ 10.82% |
$1.89K - $2.05K
|
840
$20.8K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.53K- 6.42% |
$58.2K - $63.2K
|
36.8K
$912K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
75.5K+ 1.26% |
$1.74M - $1.89M
|
6.05M
$150M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.95K- 0.99% |
$45K - $48.9K
|
196K
$4.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.24K+ 16.57% |
$97.7K - $106K
|
29.8K
$739K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.42KNew |
$55.8K - $60.6K
|
2.42K
$60K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.03K- 92.97% |
$23.8K - $25.8K
|
78
$1.93K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
8.92KNew |
$205K - $223K
|
8.92K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.36K- 33.5% |
$123K - $134K
|
10.6K
$263K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-7.74K- 16.2% |
$178K - $194K
|
40.1K
$992K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
333+ 1.29% |
$7.67K - $8.33K
|
26.1K
$646K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.02K- 3.19% |
$23.4K - $25.4K
|
30.9K
$766K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
78.2K+ 24.92% |
$1.8M - $1.95M
|
392K
$9.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
110New |
$2.53K - $2.75K
|
110
$2.72K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
35.5K+ 2.55% |
$818K - $888K
|
1.43M
$35.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-8.86K- 3.33% |
$204K - $222K
|
258K
$6.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.15K+ 10.61% |
$95.7K - $104K
|
43.3K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-46- 9.7% |
$1.06K - $1.15K
|
428
$10.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
594New |
$13.7K - $14.9K
|
594
$14.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32.6K+ 3805.02% |
$751K - $816K
|
33.5K
$829K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.55K+ 14.99% |
$105K - $114K
|
34.9K
$865K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.8K+ 1.55% |
$41.3K - $44.9K
|
118K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
9.18K+ 9.37% |
$211K - $230K
|
107K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.1K+ 35.31% |
$186K - $202K
|
31K
$768K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-311K- 20.12% |
$7.15M - $7.77M
|
1.23M
$30.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
108+ 0.45% |
$2.49K - $2.7K
|
24K
$594K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12.1KNew |
$280K - $304K
|
12.1K
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
159+ 0.45% |
$3.66K - $3.98K
|
35.5K
$879K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-57.2K- 43.19% |
$1.32M - $1.43M
|
75.2K
$1.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
198+ 1.48% |
$4.56K - $4.95K
|
13.5K
$336K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.3K+ 6.51% |
$53.1K - $57.6K
|
37.7K
$933K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-27K- 9.05% |
$623K - $676K
|
272K
$6.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4.47K+ 7.32% |
$103K - $112K
|
65.5K
$1.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
72.5K+ 2.93% |
$1.67M - $1.81M
|
2.55M
$63.1M
|