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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
90.6K+ 3.26% |
$1.89M - $2.22M
|
2.87M
$71.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.62K+ 6.12% |
$159K - $187K
|
132K
$3.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
905+ 8.39% |
$18.9K - $22.2K
|
11.7K
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
13.8K+ 4.28% |
$287K - $338K
|
335K
$8.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-20.5K- 34.09% |
$427K - $503K
|
39.6K
$990K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-213- 8.44% |
$4.44K - $5.23K
|
2.31K
$57.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.78K+ 7.1% |
$78.7K - $92.6K
|
56.9K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.3K- 1.19% |
$47.8K - $56.3K
|
190K
$4.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
87.7KNew |
$1.83M - $2.15M
|
87.7K
$2.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
169K+ 1358.12% |
$3.53M - $4.15M
|
182K
$4.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
38.8K+ 36.2% |
$808K - $952K
|
146K
$3.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.41% |
$41.7 - $49.1
|
144
$3.6K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
31.2K+ 76.91% |
$650K - $766K
|
71.8K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
15.9K+ 4.06% |
$332K - $391K
|
408K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
183K+ 2.26% |
$3.81M - $4.48M
|
8.27M
$207M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-4.2K- 10.68% |
$87.5K - $103K
|
35.1K
$877K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-19.4K- 48.44% |
$404K - $476K
|
20.7K
$516K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
58+ 0.44% |
$1.21K - $1.42K
|
13.3K
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
468+ 2.89% |
$9.75K - $11.5K
|
16.7K
$417K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-18K- 6.63% |
$376K - $442K
|
254K
$6.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
98.2KNew |
$2.05M - $2.41M
|
98.2K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
255+ 0.24% |
$5.31K - $6.26K
|
108K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-3.68K- 15.37% |
$76.7K - $90.3K
|
20.3K
$506K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
233K+ 198.18% |
$4.87M - $5.73M
|
351K
$8.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-2.16K- 1.63% |
$45K - $53K
|
131K
$3.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7.09K+ 45.07% |
$148K - $174K
|
22.8K
$570K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.63K+ 1.62% |
$34K - $40K
|
102K
$2.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-250- 0.39% |
$5.21K - $6.14K
|
64.2K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
145K+ 29.33% |
$3.02M - $3.55M
|
639K
$16M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-41.8K- 35.71% |
$871K - $1.03M
|
75.3K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
37.4K+ 8.33% |
$780K - $919K
|
487K
$12.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.1K+ 45.97% |
$85.5K - $101K
|
13K
$325K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
23.2K+ 1.63% |
$484K - $570K
|
1.45M
$36.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.59KNew |
$53.9K - $63.5K
|
2.59K
$64.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.57K+ 8.24% |
$74.4K - $87.6K
|
46.9K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.24K- 17.3% |
$67.5K - $79.5K
|
15.5K
$387K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
137K+ 408.34% |
$2.85M - $3.35M
|
170K
$4.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-275K- 96.45% |
$5.73M - $6.74M
|
10.1K
$253K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.43K+ 148.7% |
$29.8K - $35.1K
|
2.39K
$59.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-847- 5.15% |
$17.7K - $20.8K
|
15.6K
$389K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 127.44% |
$406K - $479K
|
34.8K
$869K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
23.4K+ 38.03% |
$488K - $575K
|
85.1K
$2.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
45+ 0.36% |
$938 - $1.1K
|
12.5K
$311K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-12.7K- 2.02% |
$265K - $312K
|
617K
$15.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
572+ 1.37% |
$11.9K - $14K
|
42.3K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
62.6K+ 7.71% |
$1.3M - $1.54M
|
874K
$21.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.06K+ 0.41% |
$43K - $50.7K
|
502K
$12.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
56New |
$1.17K - $1.37K
|
56
$1.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
4.37K+ 0.74% |
$91.1K - $107K
|
595K
$14.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.19K- 8.39% |
$24.8K - $29.2K
|
13K
$325K
|