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 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
116K+ 8.12% |
$2.43M - $2.86M
|
1.55M
$40.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.3K- 1.12% |
$485K - $572K
|
2.05M
$53.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
857+ 8.67% |
$17.9K - $21K
|
10.7K
$280K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
104K+ 6.56% |
$2.17M - $2.55M
|
1.69M
$44.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
69.1KNew |
$1.44M - $1.7M
|
69.1K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13K- 28.63% |
$271K - $320K
|
32.5K
$846K
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-389- 2.97% |
$8.11K - $9.55K
|
12.7K
$332K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-888- 1.46% |
$18.5K - $21.8K
|
59.8K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
441New |
$9.19K - $10.8K
|
441
$11.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
401K+ 137.81% |
$8.35M - $9.83M
|
691K
$18M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
71.5KNew |
$1.49M - $1.75M
|
71.5K
$1.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.08K- 3.31% |
$43.4K - $51.1K
|
60.8K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.35K- 23.62% |
$111K - $131K
|
17.3K
$451K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.92KNew |
$60.9K - $71.7K
|
2.92K
$76.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
822+ 1.58% |
$17.1K - $20.2K
|
52.8K
$1.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.1KNew |
$274K - $322K
|
13.1K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8+ 0.44% |
$167 - $196
|
1.82K
$47.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.15KNew |
$170K - $200K
|
8.15K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-128K- 57.26% |
$2.67M - $3.14M
|
95.5K
$2.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
17.8KNew |
$371K - $437K
|
17.8K
$464K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.86K- 15.45% |
$59.5K - $70.1K
|
15.6K
$407K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.48% |
$41.7 - $49.1
|
417
$10.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
21.2K+ 37.31% |
$441K - $520K
|
78K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.54% |
$167 - $196
|
1.5K
$39.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
74.5K+ 1.64% |
$1.55M - $1.83M
|
4.62M
$120M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9.97K+ 1.33% |
$208K - $245K
|
759K
$19.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
317+ 16.85% |
$6.61K - $7.78K
|
2.2K
$57.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.24K- 1.82% |
$46.7K - $55K
|
121K
$3.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1+ 0.01% |
$20.8 - $24.5
|
8.89K
$232K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.71K+ 40.35% |
$140K - $165K
|
23.4K
$609K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.1K+ 74.75% |
$398K - $469K
|
44.7K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
601K+ 21.2% |
$12.5M - $14.7M
|
3.44M
$89.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.03K+ 22.62% |
$83.9K - $98.8K
|
21.8K
$569K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-64.7K- 4.56% |
$1.35M - $1.59M
|
1.35M
$35.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-43K- 19.51% |
$895K - $1.05M
|
177K
$4.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
746+ 0.26% |
$15.5K - $18.3K
|
289K
$7.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
6+ 0.43% |
$125 - $147
|
1.41K
$36.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-4.29K- 0.56% |
$89.4K - $105K
|
764K
$19.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
280+ 133.33% |
$5.84K - $6.87K
|
490
$12.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.24K+ 6.59% |
$25.9K - $30.5K
|
20.1K
$524K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10.5K- 0.49% |
$218K - $257K
|
2.13M
$55.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
BUY
|
- |
8.3KNew |
$173K - $204K
|
8.3K
$216K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-34.8K- 10.94% |
$726K - $855K
|
284K
$7.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
21.6KNew |
$451K - $531K
|
21.6K
$564K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1KNew |
$211K - $249K
|
10.1K
$264K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.33K- 0.42% |
$48.5K - $57.1K
|
545K
$14.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.96K- 41.62% |
$166K - $195K
|
11.2K
$291K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
38.8KNew |
$810K - $953K
|
38.8K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-999- 0.02% |
$20.8K - $24.5K
|
5.84M
$152M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
69+ 19.66% |
$1.44K - $1.69K
|
420
$10.9K
|