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 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
168+ 0.78% |
$3.87K - $4.2K
|
21.7K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.81K+ 20.69% |
$87.7K - $95.3K
|
22.2K
$550K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.09K+ 19.53% |
$25.2K - $27.4K
|
6.7K
$166K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-317K- 32.47% |
$7.3M - $7.92M
|
659K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14+ 0.06% |
$322 - $350
|
21.6K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
591K+ 3.96% |
$13.6M - $14.8M
|
15.5M
$385M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
65New |
$1.5K - $1.63K
|
65
$1.61K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.84K+ 90.54% |
$134K - $146K
|
12.3K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.52K+ 12.56% |
$104K - $113K
|
40.5K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.2% |
$69.1 - $75
|
1.49K
$37K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.35K- 5.87% |
$31.1K - $33.8K
|
21.7K
$537K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.4K+ 38.47% |
$378K - $410K
|
59K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.32K+ 40.62% |
$146K - $158K
|
21.9K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-111K- 75.24% |
$2.56M - $2.79M
|
36.6K
$908K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45+ 15.0% |
$1.04K - $1.13K
|
345
$8.55K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.45K- 12.0% |
$149K - $161K
|
47.3K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-6.47K- 4.31% |
$149K - $162K
|
144K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
242+ 0.18% |
$5.57K - $6.05K
|
133K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
177K+ 188.62% |
$4.07M - $4.42M
|
270K
$6.69M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.62KNew |
$60.4K - $65.6K
|
2.62K
$64.9K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.31M+ 5430.66% |
$99.2M - $108M
|
4.39M
$109M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
348+ 644.44% |
$8.01K - $8.7K
|
402
$9.96K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.28K+ 13.01% |
$29.5K - $32K
|
11.1K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20.4K- 11.81% |
$469K - $509K
|
152K
$3.77M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.9K+ 21.9% |
$251K - $273K
|
60.7K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-181- 0.11% |
$4.17K - $4.53K
|
169K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-509- 1.66% |
$11.7K - $12.7K
|
30.1K
$746K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.42K- 0.06% |
$32.8K - $35.6K
|
2.49M
$61.7M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.4KNew |
$286K - $310K
|
12.4K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.97K+ 4.82% |
$207K - $224K
|
195K
$4.83M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-39.5K- 77.44% |
$910K - $988K
|
11.5K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
61.6K+ 12.81% |
$1.42M - $1.54M
|
542K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.3K+ 4.05% |
$29.8K - $32.4K
|
33.2K
$823K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
163K+ 7.25% |
$3.75M - $4.07M
|
2.41M
$59.6M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-660- 1.94% |
$15.2K - $16.5K
|
33.4K
$827K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-133K- 86.9% |
$3.05M - $3.32M
|
20K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
18K+ 1.9% |
$414K - $450K
|
963K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-83.1K- 87.75% |
$1.91M - $2.08M
|
11.6K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.88K+ 17.52% |
$204K - $222K
|
59.5K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
15.5K+ 9555.56% |
$357K - $387K
|
15.6K
$387K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-917- 22.58% |
$21.1K - $22.9K
|
3.15K
$77.9K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
16.6K+ 80.32% |
$383K - $416K
|
37.3K
$925K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4+ 0.51% |
$92.1 - $100
|
791
$19.6K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.77KNew |
$110K - $119K
|
4.77K
$118K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.63K+ 1.47% |
$37.5K - $40.7K
|
113K
$2.79M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
SELL
|
- |
-193- 0.35% |
$4.44K - $4.83K
|
55.6K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-11.3K- 11.01% |
$261K - $283K
|
91.5K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
11.8KNew |
$272K - $295K
|
11.8K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
4.48K+ 2.09% |
$103K - $112K
|
219K
$5.43M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52K+ 37.97% |
$1.2M - $1.3M
|
189K
$4.68M
|