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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.9K+ 1598.32% |
$43.8K - $47.6K
|
2.02K
$52.7K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
230+ 2.77% |
$5.3K - $5.75K
|
8.53K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.93K- 2.03% |
$44.4K - $48.2K
|
93.1K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
65New |
$1.5K - $1.63K
|
65
$1.69K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.52K+ 12.56% |
$104K - $113K
|
40.5K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-6.47K- 4.31% |
$149K - $162K
|
144K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.62KNew |
$60.4K - $65.6K
|
2.62K
$68.3K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.4KNew |
$286K - $310K
|
12.4K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-39.5K- 77.44% |
$910K - $988K
|
11.5K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-83.1K- 87.75% |
$1.91M - $2.08M
|
11.6K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
15.5K+ 9555.56% |
$357K - $387K
|
15.6K
$408K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
16.6K+ 80.32% |
$383K - $416K
|
37.3K
$973K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.77KNew |
$110K - $119K
|
4.77K
$124K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
11.8KNew |
$272K - $295K
|
11.8K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52K+ 37.97% |
$1.2M - $1.3M
|
189K
$4.93M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
633+ 11.15% |
$14.6K - $15.8K
|
6.31K
$164K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.1KNew |
$279K - $303K
|
12.1K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-756- 6.39% |
$17.4K - $18.9K
|
11.1K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$297K - $322K
|
12.9K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.03% |
$69.1 - $75
|
9.12K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
327New |
$7.53K - $8.18K
|
327
$8.52K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.32K+ 18.39% |
$53.5K - $58K
|
14.9K
$389K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.4KNew |
$262K - $284K
|
11.4K
$296K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.2KNew |
$420K - $456K
|
18.2K
$476K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-323- 3.62% |
$7.44K - $8.08K
|
8.6K
$224K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
6.9K+ 8.29% |
$159K - $172K
|
90.1K
$2.35M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-40- 0.23% |
$921 - $1K
|
17.1K
$447K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
455+ 1.59% |
$10.5K - $11.4K
|
29.1K
$757K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
738+ 171.23% |
$17K - $18.5K
|
1.17K
$30.5K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
79.8KNew |
$1.84M - $2M
|
79.8K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.04KNew |
$24K - $26K
|
1.04K
$27.1K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
596+ 79.47% |
$13.7K - $14.9K
|
1.35K
$35.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.6K- 61.79% |
$866K - $941K
|
23.3K
$606K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.69KNew |
$200K - $217K
|
8.69K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.36K- 11.17% |
$31.4K - $34.1K
|
10.8K
$283K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
420+ 600.0% |
$9.67K - $10.5K
|
490
$12.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
925+ 0.07% |
$21.3K - $23.1K
|
1.39M
$36.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
5.16K+ 28.64% |
$119K - $129K
|
23.2K
$603K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2.67K- 81.19% |
$61.4K - $66.7K
|
618
$16.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-12- 0.07% |
$276 - $300
|
17.5K
$457K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
34.5K+ 0.93% |
$794K - $862K
|
3.76M
$97.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
557New |
$12.8K - $13.9K
|
557
$14.5K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 0.45% |
$184 - $200
|
1.79K
$46.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-240- 2.5% |
$5.53K - $6K
|
9.37K
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-400- 4.02% |
$9.21K - $10K
|
9.56K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.9K+ 8.51% |
$89.8K - $97.5K
|
49.7K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
238New |
$5.48K - $5.95K
|
238
$6.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
2.39K+ 7.21% |
$55K - $59.7K
|
35.5K
$925K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
136+ 1.32% |
$3.13K - $3.4K
|
10.4K
$272K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
645New |
$14.9K - $16.1K
|
645
$16.8K
|