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 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
109+ 0.44% |
$2.27K - $2.67K
|
24.8K
$645K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36.2K+ 76.4% |
$753K - $887K
|
83.5K
$2.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
29.8K+ 134.15% |
$621K - $731K
|
52K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
10.2KNew |
$213K - $251K
|
10.2K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 13.04% |
$938 - $1.1K
|
300
$7.82K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.7K- 2.22% |
$223K - $263K
|
470K
$12.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
126New |
$2.63K - $3.09K
|
126
$3.28K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-54- 0.6% |
$1.13K - $1.33K
|
8.98K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.31K- 2.29% |
$27.2K - $32K
|
55.8K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-24.5K- 72.97% |
$511K - $602K
|
9.09K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
645+ 2.45% |
$13.4K - $15.8K
|
26.9K
$702K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
48.9K+ 549.44% |
$1.02M - $1.2M
|
57.8K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.16K+ 45.82% |
$191K - $225K
|
29.1K
$759K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.71K- 0.27% |
$56.4K - $66.5K
|
982K
$25.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.61K+ 0.79% |
$54.3K - $63.9K
|
332K
$8.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.69K- 51.15% |
$76.9K - $90.6K
|
3.52K
$91.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
31K+ 3.74% |
$646K - $760K
|
858K
$22.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.13K+ 40.7% |
$107K - $126K
|
17.7K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-534- 0.3% |
$11.1K - $13.1K
|
180K
$4.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.6KNew |
$304K - $358K
|
14.6K
$380K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
38.3K+ 27.5% |
$799K - $941K
|
178K
$4.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.98K- 10.68% |
$41.2K - $48.5K
|
16.5K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.8KNew |
$934K - $1.1M
|
44.8K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.86K+ 0.51% |
$59.5K - $70.1K
|
564K
$14.7M
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.45K- 6.53% |
$30.2K - $35.5K
|
20.7K
$540K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 6.31% |
$39.6K - $46.7K
|
32K
$835K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
32+ 0.44% |
$667 - $785
|
7.28K
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
233+ 0.44% |
$4.86K - $5.72K
|
53.1K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
151KNew |
$3.16M - $3.72M
|
151K
$3.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
656+ 0.37% |
$13.7K - $16.1K
|
178K
$4.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.03K+ 10.9% |
$21.4K - $25.2K
|
10.4K
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-348- 86.57% |
$7.25K - $8.54K
|
54
$1.41K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
970K+ 37.62% |
$20.2M - $23.8M
|
3.55M
$92.5M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
832+ 7.48% |
$17.3K - $20.4K
|
12K
$311K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.38M+ 24845.42% |
$70.5M - $83M
|
3.4M
$88.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
24.2K+ 12.41% |
$504K - $594K
|
219K
$5.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 5.18% |
$23.4K - $27.6K
|
20.6K
$536K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.16K+ 16.68% |
$107K - $127K
|
36.1K
$940K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
19.1KNew |
$398K - $468K
|
19.1K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10.5K+ 2.86% |
$219K - $258K
|
378K
$9.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-172- 0.27% |
$3.58K - $4.22K
|
64.4K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.91M+ 120.62% |
$39.8M - $46.8M
|
3.49M
$91M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
9+ 0.44% |
$188 - $221
|
2.07K
$53.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
193KNew |
$4.02M - $4.74M
|
193K
$5.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.24M- 28.27% |
$25.8M - $30.4M
|
3.15M
$82M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
119+ 0.57% |
$2.48K - $2.92K
|
21.1K
$549K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
43+ 1.37% |
$896 - $1.06K
|
3.19K
$83.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-276- 0.83% |
$5.75K - $6.77K
|
33K
$859K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
58+ 0.65% |
$1.21K - $1.42K
|
9.03K
$235K
|