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 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-8.98K- 11.94% |
$187K - $220K
|
66.2K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-4.72K- 0.95% |
$98.4K - $116K
|
491K
$12.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$243K - $287K
|
11.7K
$304K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
19.2K+ 12.47% |
$400K - $472K
|
173K
$4.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.02K- 1.8% |
$21.3K - $25K
|
55.6K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.3KNew |
$173K - $204K
|
8.3K
$216K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
19.3KNew |
$401K - $472K
|
19.3K
$502K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-599- 0.09% |
$12.5K - $14.7K
|
658K
$17.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
76.6K+ 20.33% |
$1.6M - $1.88M
|
453K
$11.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.31KNew |
$132K - $155K
|
6.31K
$164K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-477- 1.13% |
$9.94K - $11.7K
|
41.6K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
162K+ 8.6% |
$3.38M - $3.98M
|
2.05M
$53.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-179- 1.29% |
$3.73K - $4.39K
|
13.7K
$357K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
8.05K+ 2.04% |
$168K - $198K
|
404K
$10.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.01KNew |
$21.1K - $24.9K
|
1.01K
$26.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.8K+ 6.73% |
$162K - $191K
|
124K
$3.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
113K+ 5.2% |
$2.36M - $2.78M
|
2.29M
$59.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3K+ 25.96% |
$62.5K - $73.6K
|
14.6K
$379K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.3K+ 9.9% |
$214K - $253K
|
114K
$2.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 6.99% |
$229K - $270K
|
168K
$4.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
8.28KNew |
$173K - $203K
|
8.28K
$216K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-32.7K- 29.87% |
$681K - $802K
|
76.7K
$2M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-744- 1.73% |
$15.5K - $18.3K
|
42.3K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.5KNew |
$220K - $259K
|
10.5K
$275K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.81K+ 2.29% |
$79.5K - $93.6K
|
170K
$4.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
50.5KNew |
$1.05M - $1.24M
|
50.5K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
546+ 2.04% |
$11.4K - $13.4K
|
27.4K
$713K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.09K+ 15.15% |
$64.5K - $75.9K
|
23.5K
$613K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.21K- 1.25% |
$25.2K - $29.7K
|
95.8K
$2.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
677+ 1.31% |
$14.1K - $16.6K
|
52.4K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
132+ 0.61% |
$2.75K - $3.24K
|
21.7K
$567K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6K+ 10.16% |
$125K - $147K
|
65K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.42K+ 4.26% |
$29.6K - $34.9K
|
34.8K
$907K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
21.5K+ 33.84% |
$449K - $528K
|
85.2K
$2.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.83K- 23.85% |
$38.2K - $45K
|
5.85K
$153K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.05K- 19.46% |
$21.8K - $25.7K
|
4.33K
$113K
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-252K- 94.75% |
$5.26M - $6.19M
|
14K
$364K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
8.54KNew |
$178K - $210K
|
8.54K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
8.22KNew |
$171K - $202K
|
8.22K
$214K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-198- 1.2% |
$4.13K - $4.86K
|
16.4K
$427K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.24K+ 3229.91% |
$151K - $178K
|
7.46K
$194K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
6.53K+ 5.67% |
$136K - $160K
|
122K
$3.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
11.2K+ 268.99% |
$233K - $275K
|
15.4K
$400K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 0.38% |
$62.5 - $73.6
|
794
$20.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
108+ 0.17% |
$2.25K - $2.65K
|
65.5K
$1.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-68.2K- 92.94% |
$1.42M - $1.67M
|
5.18K
$135K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.79KNew |
$78.9K - $92.9K
|
3.79K
$98.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.3K+ 1.62% |
$47.9K - $56.4K
|
144K
$3.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.76K+ 13.97% |
$57.5K - $67.7K
|
22.5K
$586K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.4K+ 10.1% |
$237K - $280K
|
124K
$3.24M
|