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 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
477K+ 204.44% |
$11M - $11.9M
|
711K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.17K+ 6.6% |
$165K - $179K
|
116K
$2.87M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
181KNew |
$4.16M - $4.52M
|
181K
$4.47M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.06K+ 12.0% |
$24.3K - $26.4K
|
9.86K
$244K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
14.9K+ 14.85% |
$343K - $373K
|
115K
$2.86M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
359+ 2.65% |
$8.27K - $8.98K
|
13.9K
$344K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.61K- 2.08% |
$129K - $140K
|
264K
$6.55M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.4KNew |
$262K - $284K
|
11.4K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
9+ 0.1% |
$207 - $225
|
9.04K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
29.1K+ 5.06% |
$670K - $727K
|
604K
$15M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.36K+ 4.47% |
$100K - $109K
|
102K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.55K+ 10.01% |
$128K - $139K
|
60.9K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.55K+ 46.1% |
$174K - $189K
|
23.9K
$592K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
9.4KNew |
$216K - $235K
|
9.4K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
29.5K+ 4.13% |
$680K - $739K
|
746K
$18.5M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.94K- 11.19% |
$67.8K - $73.6K
|
23.4K
$579K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.61K+ 8.46% |
$37K - $40.2K
|
20.6K
$510K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
31.9K+ 0.71% |
$736K - $799K
|
4.55M
$113M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.53K+ 47.01% |
$150K - $163K
|
20.4K
$506K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
210+ 0.3% |
$4.84K - $5.25K
|
71.4K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.21K- 3.13% |
$27.8K - $30.2K
|
37.4K
$926K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-672K- 29.8% |
$15.5M - $16.8M
|
1.58M
$39.2M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.2KNew |
$420K - $456K
|
18.2K
$452K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.25K- 5.45% |
$28.8K - $31.3K
|
21.7K
$538K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.6K+ 3.68% |
$2.11M - $2.29M
|
2.58M
$63.9M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-796- 3.22% |
$18.3K - $19.9K
|
23.9K
$593K
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.65K- 0.33% |
$38K - $41.3K
|
495K
$12.3M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-70.7K- 1.19% |
$1.63M - $1.77M
|
5.84M
$145M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
20.8K+ 2.86% |
$480K - $521K
|
749K
$18.6M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.22K+ 7.28% |
$28.2K - $30.6K
|
18K
$447K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-323- 3.62% |
$7.44K - $8.08K
|
8.6K
$213K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
981+ 19.3% |
$22.6K - $24.5K
|
6.06K
$150K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
651+ 3.41% |
$15K - $16.3K
|
19.7K
$489K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.38K+ 12.83% |
$54.9K - $59.6K
|
21K
$519K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
10.8K+ 20.51% |
$249K - $271K
|
63.6K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
20.3K+ 14.8% |
$467K - $507K
|
157K
$3.9M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.42K+ 13.42% |
$102K - $111K
|
37.4K
$926K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.14K+ 15.31% |
$49.2K - $53.4K
|
16.1K
$399K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-6.38K- 1.31% |
$147K - $160K
|
480K
$11.9M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.18K+ 31.91% |
$142K - $155K
|
25.6K
$633K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.83K+ 2.33% |
$65.2K - $70.8K
|
124K
$3.08M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
162K+ 6.07% |
$3.74M - $4.06M
|
2.83M
$70.2M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.64K+ 14.31% |
$37.8K - $41.1K
|
13.1K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-8.94K- 0.39% |
$206K - $223K
|
2.28M
$56.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
392+ 10.4% |
$9.03K - $9.8K
|
4.16K
$103K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-477- 0.83% |
$11K - $11.9K
|
56.7K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-1.29K- 1.37% |
$29.8K - $32.3K
|
93.3K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
33+ 0.46% |
$760 - $825
|
7.25K
$179K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
732+ 4.12% |
$16.9K - $18.3K
|
18.5K
$459K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-285- 0.01% |
$6.56K - $7.13K
|
2.08M
$51.4M
|