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 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1+ 0.01% |
$23 - $25
|
8.89K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
11.6K+ 4.89% |
$267K - $290K
|
249K
$6.16M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-20- 0.04% |
$461 - $500
|
56.6K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
59+ 0.26% |
$1.36K - $1.48K
|
22.6K
$561K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
130KNew |
$3M - $3.26M
|
130K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
292+ 0.58% |
$6.72K - $7.3K
|
50.4K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
27.7K+ 155.8% |
$638K - $693K
|
45.5K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
52.9K+ 40.16% |
$1.22M - $1.32M
|
185K
$4.58M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.38K- 2.82% |
$193K - $210K
|
289K
$7.15M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
633+ 11.15% |
$14.6K - $15.8K
|
6.31K
$156K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-7.57K- 43.38% |
$174K - $189K
|
9.88K
$245K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.99K- 2.36% |
$68.8K - $74.7K
|
123K
$3.06M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.31K- 36.7% |
$168K - $183K
|
12.6K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.97KNew |
$137K - $149K
|
5.97K
$148K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.15K- 18.66% |
$142K - $154K
|
26.8K
$664K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
33.8K+ 406.71% |
$778K - $845K
|
42.1K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.08K- 0.94% |
$93.9K - $102K
|
429K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.41KNew |
$32.4K - $35.2K
|
1.41K
$34.9K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.3K+ 3.07% |
$1.09M - $1.18M
|
1.59M
$39.3M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
548+ 1.77% |
$12.6K - $13.7K
|
31.6K
$782K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.96K- 27.35% |
$160K - $174K
|
18.5K
$458K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
125K+ 7.07% |
$2.87M - $3.12M
|
1.89M
$46.7M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
610+ 2.28% |
$14K - $15.3K
|
27.3K
$677K
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-34.9K- 3.69% |
$804K - $873K
|
911K
$22.6M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-107K- 56.99% |
$2.46M - $2.68M
|
80.8K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.1KNew |
$279K - $303K
|
12.1K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.25K+ 2.0% |
$144K - $156K
|
318K
$7.89M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-756- 6.39% |
$17.4K - $18.9K
|
11.1K
$274K
|
|
|
May 09, 2025
Q1 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
BUY
|
- |
6.27MNew |
$144M - $157M
|
6.27M
$155M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$297K - $322K
|
12.9K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26.8K+ 13.87% |
$617K - $670K
|
220K
$5.45M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31.5K- 40.87% |
$724K - $787K
|
45.5K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.16K+ 7.46% |
$26.6K - $28.9K
|
16.6K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.56KNew |
$105K - $114K
|
4.56K
$113K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
117K+ 109.57% |
$2.69M - $2.92M
|
223K
$5.54M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.16K- 1.64% |
$72.7K - $79K
|
189K
$4.69M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.46K+ 4.96% |
$56.6K - $61.4K
|
52K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
541+ 40.37% |
$12.5K - $13.5K
|
1.88K
$46.6K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8+ 0.44% |
$184 - $200
|
1.81K
$44.8K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.03% |
$69.1 - $75
|
9.12K
$226K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-5.77K- 6.42% |
$133K - $144K
|
84.2K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
327New |
$7.53K - $8.18K
|
327
$8.1K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.81M- 0.97% |
$87.7M - $95.2M
|
389M
$9.64B
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
680+ 1.31% |
$15.7K - $17K
|
52.5K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-55K- 33.05% |
$1.27M - $1.38M
|
111K
$2.76M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
5+ 0.36% |
$115 - $125
|
1.4K
$34.7K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
29.3K+ 8.42% |
$674K - $732K
|
377K
$9.33M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13.6KNew |
$314K - $341K
|
13.6K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-108- 0.51% |
$2.49K - $2.7K
|
21.2K
$526K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.32K+ 18.39% |
$53.5K - $58K
|
14.9K
$370K
|