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 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
17.3KNew |
$361K - $425K
|
17.3K
$451K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-215- 0.9% |
$4.48K - $5.28K
|
23.7K
$617K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
526+ 0.2% |
$11K - $12.9K
|
264K
$6.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.48K+ 14.78% |
$72.5K - $85.4K
|
27K
$705K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.98K+ 3.23% |
$104K - $122K
|
159K
$4.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
65K+ 10.76% |
$1.35M - $1.6M
|
669K
$17.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-60.8K- 18.53% |
$1.27M - $1.49M
|
267K
$6.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
43.1KNew |
$898K - $1.06M
|
43.1K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12.2K- 2.85% |
$255K - $300K
|
417K
$10.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
2.67K+ 92.52% |
$55.7K - $65.6K
|
5.56K
$145K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-230- 1.06% |
$4.79K - $5.64K
|
21.5K
$560K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.7K+ 15.46% |
$35.5K - $41.8K
|
12.7K
$332K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
586+ 5.89% |
$12.2K - $14.4K
|
10.5K
$274K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
22.8KNew |
$474K - $559K
|
22.8K
$593K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
398+ 0.43% |
$8.29K - $9.77K
|
91.9K
$2.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-22.9K- 5.19% |
$477K - $562K
|
418K
$10.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
117New |
$2.44K - $2.87K
|
117
$3.05K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19K- 1.11% |
$396K - $466K
|
1.7M
$44.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.31K+ 18.57% |
$48.1K - $56.7K
|
14.7K
$384K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.28K- 0.42% |
$68.3K - $80.5K
|
780K
$20.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.83K+ 6.77% |
$79.9K - $94.1K
|
60.5K
$1.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
31.1K+ 11.97% |
$649K - $764K
|
291K
$7.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
8.62K+ 1.33% |
$180K - $211K
|
657K
$17.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.79KNew |
$183K - $216K
|
8.79K
$229K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
63K+ 6796.76% |
$1.31M - $1.55M
|
63.9K
$1.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-98- 0.61% |
$2.04K - $2.4K
|
16.1K
$418K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-7.03K- 3.59% |
$147K - $173K
|
189K
$4.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.41K+ 1.2% |
$71.1K - $83.7K
|
288K
$7.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
61.1K+ 4.85% |
$1.27M - $1.5M
|
1.32M
$34.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.59M+ 67.9% |
$53.9M - $63.5M
|
6.39M
$167M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
279New |
$5.81K - $6.85K
|
279
$7.27K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.73K- 7.12% |
$36K - $42.4K
|
22.5K
$587K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-19.8K- 9.59% |
$412K - $485K
|
187K
$4.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-9.08K- 3.36% |
$189K - $223K
|
261K
$6.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
BUY
|
- |
6.6K+ 2.65% |
$138K - $162K
|
255K
$6.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.53KNew |
$31.8K - $37.5K
|
1.53K
$39.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
85+ 0.36% |
$1.77K - $2.09K
|
23.8K
$620K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-273- 1.7% |
$5.69K - $6.7K
|
15.8K
$411K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.48K- 16.18% |
$72.5K - $85.4K
|
18K
$470K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
34.8K+ 1071.07% |
$726K - $855K
|
38.1K
$993K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
175+ 0.09% |
$3.65K - $4.29K
|
189K
$4.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
870+ 3.3% |
$18.1K - $21.3K
|
27.3K
$711K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
260+ 1.73% |
$5.42K - $6.38K
|
15.3K
$399K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.45K+ 14.58% |
$114K - $134K
|
42.8K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-389- 0.08% |
$8.11K - $9.55K
|
480K
$12.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
117New |
$2.44K - $2.87K
|
117
$3.05K
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
54K+ 9.06% |
$1.12M - $1.32M
|
650K
$16.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
386+ 0.12% |
$8.04K - $9.47K
|
332K
$8.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.15% |
$20.8 - $24.5
|
88
$2.29K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.93K+ 97.92% |
$40.2K - $47.4K
|
3.9K
$102K
|