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 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-20.6K- 51.4% |
$474K - $515K
|
19.5K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
744+ 16.07% |
$17.1K - $18.6K
|
5.38K
$134K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
83K+ 627.88% |
$1.91M - $2.07M
|
96.2K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.7K+ 59.07% |
$177K - $193K
|
20.7K
$518K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-453K- 38.59% |
$10.4M - $11.3M
|
721K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-378- 0.87% |
$8.71K - $9.45K
|
43K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
481KNew |
$11.1M - $12M
|
481K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.88M+ 31.92% |
$43.3M - $47M
|
7.76M
$194M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-60.7K- 6.06% |
$1.4M - $1.52M
|
940K
$23.5M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.63% |
$46.1 - $50
|
318
$7.94K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.48% |
$46.1 - $50
|
415
$10.4K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.48K+ 16.21% |
$57.2K - $62.1K
|
17.8K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.9K+ 1598.32% |
$43.8K - $47.6K
|
2.02K
$50.5K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
5.46K+ 10.59% |
$126K - $137K
|
57.1K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-573K- 42.74% |
$13.2M - $14.3M
|
768K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.54K+ 6.2% |
$35.5K - $38.5K
|
26.4K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.05K+ 12606.25% |
$139K - $151K
|
6.1K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
566+ 2.01% |
$13K - $14.2K
|
28.7K
$717K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
230+ 2.77% |
$5.3K - $5.75K
|
8.53K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
53K+ 63.82% |
$1.22M - $1.33M
|
136K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.61K- 33.33% |
$83K - $90.2K
|
7.21K
$180K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.93K- 2.03% |
$44.4K - $48.2K
|
93.1K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-24.3K- 13.74% |
$559K - $607K
|
153K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-128K- 93.49% |
$2.95M - $3.2M
|
8.9K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
132K+ 15.5% |
$3.04M - $3.31M
|
985K
$24.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.9K+ 3.86% |
$297K - $322K
|
347K
$8.66M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.3K+ 39.94% |
$582K - $632K
|
88.5K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
6.57K+ 1.51% |
$151K - $164K
|
441K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-485K- 56.88% |
$11.2M - $12.1M
|
368K
$9.19M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-785Closed |
$18.1K - $19.6K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
168+ 0.78% |
$3.87K - $4.2K
|
21.7K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.81K+ 20.69% |
$87.7K - $95.3K
|
22.2K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.09K+ 19.53% |
$25.2K - $27.4K
|
6.7K
$167K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-317K- 32.47% |
$7.3M - $7.92M
|
659K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14+ 0.06% |
$322 - $350
|
21.6K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
591K+ 3.96% |
$13.6M - $14.8M
|
15.5M
$388M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
65New |
$1.5K - $1.63K
|
65
$1.62K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.84K+ 90.54% |
$134K - $146K
|
12.3K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.52K+ 12.56% |
$104K - $113K
|
40.5K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.2% |
$69.1 - $75
|
1.49K
$37.3K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.35K- 5.87% |
$31.1K - $33.8K
|
21.7K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.4K+ 38.47% |
$378K - $410K
|
59K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45+ 15.0% |
$1.04K - $1.13K
|
345
$8.62K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.45K- 12.0% |
$149K - $161K
|
47.3K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-6.47K- 4.31% |
$149K - $162K
|
144K
$3.59M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
242+ 0.18% |
$5.57K - $6.05K
|
133K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
177K+ 188.62% |
$4.07M - $4.42M
|
270K
$6.75M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.62KNew |
$60.4K - $65.6K
|
2.62K
$65.5K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.31M+ 5430.66% |
$99.2M - $108M
|
4.39M
$110M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
348+ 644.44% |
$8.01K - $8.7K
|
402
$10K
|