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 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-4.49K- 95.59% |
$103K - $112K
|
207
$5.13K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
109K+ 44.89% |
$2.5M - $2.72M
|
351K
$8.69M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
31.3KNew |
$721K - $783K
|
31.3K
$776K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.35K+ 2519.84% |
$146K - $159K
|
6.6K
$164K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-218K- 14.37% |
$5.02M - $5.45M
|
1.3M
$32.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
89K+ 6.69% |
$2.05M - $2.23M
|
1.42M
$35.1M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
246+ 2.27% |
$5.67K - $6.15K
|
11.1K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
34.9K+ 8.93% |
$803K - $872K
|
425K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
27.8K+ 5.75% |
$640K - $695K
|
511K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.41K- 17.95% |
$55.5K - $60.3K
|
11K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
321New |
$7.39K - $8.03K
|
321
$7.95K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
9+ 0.44% |
$207 - $225
|
2.06K
$51K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.97M- 28.61% |
$68.4M - $74.3M
|
7.42M
$184M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
56.6K+ 2.72% |
$1.3M - $1.42M
|
2.14M
$53M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
45.9K+ 10.75% |
$1.06M - $1.15M
|
473K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.5K+ 2.47% |
$311K - $338K
|
561K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-966- 9.82% |
$22.2K - $24.2K
|
8.87K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-20.6K- 51.4% |
$474K - $515K
|
19.5K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
744+ 16.07% |
$17.1K - $18.6K
|
5.38K
$133K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
83K+ 627.88% |
$1.91M - $2.07M
|
96.2K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.7K+ 59.07% |
$177K - $193K
|
20.7K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-453K- 38.59% |
$10.4M - $11.3M
|
721K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-378- 0.87% |
$8.71K - $9.45K
|
43K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
481KNew |
$11.1M - $12M
|
481K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.88M+ 31.92% |
$43.3M - $47M
|
7.76M
$192M
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
25K+ 4.14% |
$575K - $625K
|
629K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-60.7K- 6.06% |
$1.4M - $1.52M
|
940K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.63% |
$46.1 - $50
|
318
$7.88K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.48% |
$46.1 - $50
|
415
$10.3K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.48K+ 16.21% |
$57.2K - $62.1K
|
17.8K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.9K+ 1598.32% |
$43.8K - $47.6K
|
2.02K
$50.1K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
5.46K+ 10.59% |
$126K - $137K
|
57.1K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-573K- 42.74% |
$13.2M - $14.3M
|
768K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.6K- 5.52% |
$519K - $564K
|
386K
$9.56M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.54K+ 6.2% |
$35.5K - $38.5K
|
26.4K
$654K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.05K+ 12606.25% |
$139K - $151K
|
6.1K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
566+ 2.01% |
$13K - $14.2K
|
28.7K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
230+ 2.77% |
$5.3K - $5.75K
|
8.53K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
53K+ 63.82% |
$1.22M - $1.33M
|
136K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.61K- 33.33% |
$83K - $90.2K
|
7.21K
$179K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.93K- 2.03% |
$44.4K - $48.2K
|
93.1K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.1KNew |
$233K - $253K
|
10.1K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-24.3K- 13.74% |
$559K - $607K
|
153K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-128K- 93.49% |
$2.95M - $3.2M
|
8.9K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
132K+ 15.5% |
$3.04M - $3.31M
|
985K
$24.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.9K+ 3.86% |
$297K - $322K
|
347K
$8.59M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.3K+ 39.94% |
$582K - $632K
|
88.5K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
6.57K+ 1.51% |
$151K - $164K
|
441K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-485K- 56.88% |
$11.2M - $12.1M
|
368K
$9.11M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-785Closed |
$18.1K - $19.6K
|
0
$0
|