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 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
2.39KNew |
$49.7K - $58.6K
|
2.39K
$59.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
925+ 2.79% |
$19.3K - $22.7K
|
34.1K
$852K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
25KNew |
$520K - $613K
|
25K
$624K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
107KNew |
$2.24M - $2.64M
|
107K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-1.46K- 3.63% |
$30.5K - $35.9K
|
38.9K
$971K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
69+ 0.38% |
$1.44K - $1.69K
|
18.3K
$457K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14.6K+ 22.05% |
$305K - $359K
|
81K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
15.1K+ 2.36% |
$315K - $371K
|
655K
$16.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.01% |
$83.4 - $98.2
|
31K
$773K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4.5K- 1.26% |
$93.7K - $110K
|
352K
$8.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
10.9KNew |
$227K - $267K
|
10.9K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2+ 0.0% |
$41.7 - $49.1
|
410K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.26K+ 3.36% |
$47.1K - $55.4K
|
69.5K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-156K- 67.5% |
$3.25M - $3.83M
|
75.2K
$1.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.5K+ 8.79% |
$241K - $283K
|
143K
$3.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
10K+ 69.01% |
$209K - $246K
|
24.5K
$613K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
35+ 0.1% |
$729 - $859
|
35.9K
$897K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
8.73K+ 4.63% |
$182K - $214K
|
197K
$4.92M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
3.26K+ 3.53% |
$68K - $80.1K
|
95.7K
$2.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.19K+ 0.44% |
$66.5K - $78.4K
|
731K
$18.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
52.3K+ 4.5% |
$1.09M - $1.28M
|
1.21M
$30.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-23.2K- 17.94% |
$483K - $569K
|
106K
$2.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.25K- 6.4% |
$88.6K - $104K
|
62.2K
$1.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-43- 0.27% |
$896 - $1.06K
|
15.6K
$391K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-435- 25.04% |
$9.07K - $10.7K
|
1.3K
$32.5K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-2.98K- 50.0% |
$62.1K - $73.1K
|
2.98K
$74.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
619+ 0.73% |
$12.9K - $15.2K
|
86K
$2.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.72K+ 4.72% |
$35.8K - $42.2K
|
38.2K
$954K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
51.2K+ 23.05% |
$1.07M - $1.26M
|
273K
$6.82M
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.45K+ 6.53% |
$33.5K - $36.3K
|
23.7K
$593K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-12.3KClosed |
$283K - $307K
|
0
$0
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
9.02KNew |
$208K - $226K
|
9.02K
$225K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4.36KNew |
$100K - $109K
|
4.36K
$109K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.59K+ 5.55% |
$59.6K - $64.7K
|
49.1K
$1.23M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
117New |
$2.69K - $2.93K
|
117
$2.92K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
101K+ 63.78% |
$2.32M - $2.52M
|
259K
$6.46M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
759+ 5.84% |
$17.5K - $19K
|
13.7K
$343K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
239+ 0.45% |
$5.5K - $5.98K
|
52.8K
$1.32M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-10.6K- 3.13% |
$244K - $265K
|
328K
$8.2M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
244K+ 1243.17% |
$5.62M - $6.1M
|
263K
$6.58M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-10K- 1.2% |
$231K - $251K
|
827K
$20.7M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
86.9KNew |
$2M - $2.17M
|
86.9K
$2.17M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
27New |
$622 - $675
|
27
$674
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11+ 0.24% |
$253 - $275
|
4.61K
$115K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
21.1K+ 50.02% |
$487K - $528K
|
63.4K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
165+ 2.91% |
$3.8K - $4.13K
|
5.83K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.3K+ 13.23% |
$399K - $433K
|
148K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10KNew |
$231K - $250K
|
10K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.69K- 10.31% |
$154K - $167K
|
58.2K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.29K+ 139.94% |
$29.8K - $32.3K
|
2.22K
$55.4K
|
|