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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.49K- 24.46% |
$31.1K - $36.6K
|
4.61K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.76K+ 1.97% |
$36.7K - $43.2K
|
90.9K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.94K+ 2.92% |
$103K - $121K
|
174K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8KNew |
$226K - $266K
|
10.8K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-60.7K- 2.01% |
$1.27M - $1.49M
|
2.95M
$77M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
2.58K+ 15.23% |
$53.9K - $63.4K
|
19.6K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11+ 0.24% |
$229 - $270
|
4.62K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-876- 3.02% |
$18.3K - $21.5K
|
28.1K
$732K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.3K+ 13.95% |
$235K - $277K
|
92K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-43.2K- 3.91% |
$900K - $1.06M
|
1.06M
$27.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
499K+ 664.54% |
$10.4M - $12.3M
|
574K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4K+ 4.6% |
$83.4K - $98.2K
|
90.9K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
15.6K+ 115.8% |
$324K - $382K
|
29K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.22K+ 1.53% |
$88K - $104K
|
281K
$7.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-5.39K- 90.22% |
$112K - $132K
|
584
$15.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
119K+ 41.19% |
$2.48M - $2.92M
|
408K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
933+ 3.23% |
$19.4K - $22.9K
|
29.8K
$777K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.5K- 12.45% |
$1.76M - $2.07M
|
594K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
59.4K+ 5.67% |
$1.24M - $1.46M
|
1.11M
$28.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14+ 0.06% |
$292 - $344
|
21.6K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.12KNew |
$190K - $224K
|
9.12K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.85KNew |
$184K - $217K
|
8.85K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
105K+ 29.97% |
$2.19M - $2.58M
|
456K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
73K+ 233.25% |
$1.52M - $1.79M
|
104K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.64K- 70.22% |
$96.6K - $114K
|
1.97K
$51.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.9K+ 5.89% |
$227K - $267K
|
196K
$5.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
32.9KNew |
$687K - $809K
|
32.9K
$859K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-68.7K- 77.59% |
$1.43M - $1.69M
|
19.8K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9.25KNew |
$193K - $227K
|
9.25K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.19K+ 1.51% |
$171K - $201K
|
551K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-5.7K- 8.7% |
$119K - $140K
|
59.8K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-187K- 99.62% |
$3.89M - $4.59M
|
719
$18.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-377K- 52.34% |
$7.86M - $9.26M
|
344K
$8.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
114+ 200.0% |
$2.38K - $2.8K
|
171
$4.46K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
77K+ 769.39% |
$1.61M - $1.89M
|
87.1K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
771K+ 4.97% |
$16.1M - $18.9M
|
16.3M
$425M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-2.3K- 9.43% |
$48K - $56.5K
|
22.1K
$576K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.4K- 11.39% |
$29.2K - $34.3K
|
10.9K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.5K- 2.14% |
$343K - $404K
|
752K
$19.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
45+ 0.4% |
$938 - $1.1K
|
11.4K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.93K- 40.7% |
$165K - $194K
|
11.5K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
9.45K+ 32.9% |
$197K - $232K
|
38.2K
$994K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
20.5KNew |
$427K - $503K
|
20.5K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.6K+ 22.63% |
$533K - $627K
|
139K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.3K+ 59.86% |
$276K - $326K
|
35.4K
$923K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.4K+ 1.46% |
$29.3K - $34.5K
|
97.6K
$2.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.4K+ 22.17% |
$1.2M - $1.41M
|
316K
$8.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-7.6K- 36.68% |
$158K - $187K
|
13.1K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.51K- 2.66% |
$31.4K - $37K
|
55.2K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33.4K- 5.65% |
$697K - $821K
|
558K
$14.5M
|