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 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
87New |
$2K - $2.18K
|
87
$2.17K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
13.8KNew |
$318K - $345K
|
13.8K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.1K- 98.01% |
$280K - $304K
|
247
$6.17K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20K+ 28.4% |
$460K - $500K
|
90.3K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
11.4KNew |
$261K - $284K
|
11.4K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.97K- 2.26% |
$45.3K - $49.2K
|
84.9K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.2K+ 21.73% |
$327K - $355K
|
79.6K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-87- 0.08% |
$2K - $2.18K
|
104K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
695+ 0.88% |
$16K - $17.4K
|
79.6K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-3.87K- 2.14% |
$89K - $96.7K
|
177K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
111+ 0.45% |
$2.56K - $2.78K
|
24.7K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.56K+ 15.91% |
$220K - $239K
|
69.6K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.55K- 0.76% |
$58.8K - $63.9K
|
332K
$8.29M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
189K+ 6.68% |
$4.35M - $4.72M
|
3.02M
$75.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
468K+ 11.45% |
$10.8M - $11.7M
|
4.56M
$114M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6.71K+ 4.96% |
$155K - $168K
|
142K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
8.93K+ 2.41% |
$206K - $223K
|
379K
$9.47M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
7.61K+ 81.4% |
$175K - $190K
|
17K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.3KNew |
$605K - $657K
|
26.3K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-25.7K- 2.27% |
$591K - $642K
|
1.1M
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.23K+ 12.57% |
$74.3K - $80.7K
|
28.9K
$722K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.97K- 3.39% |
$91.4K - $99.2K
|
113K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
72.8K+ 12.03% |
$1.68M - $1.82M
|
678K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.43KNew |
$79K - $85.8K
|
3.43K
$85.7K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42.7K+ 4.25% |
$984K - $1.07M
|
1.05M
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.62K+ 1.85% |
$37.3K - $40.5K
|
89.1K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
9.95KNew |
$229K - $249K
|
9.95K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-773- 5.53% |
$17.8K - $19.3K
|
13.2K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.35K+ 8.83% |
$54.1K - $58.8K
|
29K
$724K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.75K+ 8.29% |
$132K - $144K
|
75.1K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.47K- 9.84% |
$33.8K - $36.7K
|
13.4K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
45.4K+ 19.6% |
$1.04M - $1.13M
|
277K
$6.92M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
182+ 0.32% |
$4.19K - $4.55K
|
56.7K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$271K - $294K
|
11.8K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-4.49K- 95.59% |
$103K - $112K
|
207
$5.17K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
109K+ 44.89% |
$2.5M - $2.72M
|
351K
$8.76M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
31.3KNew |
$721K - $783K
|
31.3K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.35K+ 2519.84% |
$146K - $159K
|
6.6K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-218K- 14.37% |
$5.02M - $5.45M
|
1.3M
$32.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
89K+ 6.69% |
$2.05M - $2.23M
|
1.42M
$35.4M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
246+ 2.27% |
$5.67K - $6.15K
|
11.1K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
34.9K+ 8.93% |
$803K - $872K
|
425K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
27.8K+ 5.75% |
$640K - $695K
|
511K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.41K- 17.95% |
$55.5K - $60.3K
|
11K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
321New |
$7.39K - $8.03K
|
321
$8.02K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
9+ 0.44% |
$207 - $225
|
2.06K
$51.4K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.97M- 28.61% |
$68.4M - $74.3M
|
7.42M
$185M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
56.6K+ 2.72% |
$1.3M - $1.42M
|
2.14M
$53.5M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
45.9K+ 10.75% |
$1.06M - $1.15M
|
473K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.5K+ 2.47% |
$311K - $338K
|
561K
$14M
|