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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-154- 1.05% |
$3.21K - $3.78K
|
14.5K
$378K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
74.9KNew |
$1.56M - $1.84M
|
74.9K
$1.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.87K- 5.43% |
$80.7K - $95K
|
67.5K
$1.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.37K- 3.02% |
$70.2K - $82.6K
|
108K
$2.82M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1.72K+ 4.66% |
$35.7K - $42.1K
|
38.5K
$1M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.79K- 13.0% |
$58.2K - $68.5K
|
18.7K
$487K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.04K- 40.29% |
$21.7K - $25.6K
|
1.54K
$40.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.64K+ 0.62% |
$34.1K - $40.2K
|
266K
$6.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
SELL
|
- |
-267K- 59.48% |
$5.56M - $6.55M
|
182K
$4.74M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-200- 2.13% |
$4.17K - $4.91K
|
9.21K
$240K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
59+ 0.41% |
$1.23K - $1.45K
|
14.3K
$374K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
404K+ 5.45% |
$8.43M - $9.93M
|
7.82M
$204M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-5.04K- 0.47% |
$105K - $124K
|
1.06M
$27.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
53.9K+ 2.36% |
$1.12M - $1.32M
|
2.33M
$60.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7.62K+ 13.37% |
$159K - $187K
|
64.6K
$1.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.06K+ 142.17% |
$22.1K - $26.1K
|
1.81K
$47.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-33.5K- 12.67% |
$697K - $821K
|
231K
$6.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
5.88K+ 11.27% |
$123K - $144K
|
58.1K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
68+ 0.13% |
$1.42K - $1.67K
|
52.5K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
77.4K+ 58.47% |
$1.61M - $1.9M
|
210K
$5.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
849New |
$17.7K - $20.8K
|
849
$22.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.53K+ 59.27% |
$52.6K - $62K
|
6.79K
$177K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-3- 0.06% |
$62.5 - $73.6
|
4.93K
$129K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3.5K- 10.04% |
$73K - $86K
|
31.4K
$818K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.84K+ 572.9% |
$38.3K - $45.1K
|
2.16K
$56.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
501New |
$10.4K - $12.3K
|
501
$13.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.61K- 11.74% |
$33.4K - $39.4K
|
12.1K
$314K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
25.8K+ 6.32% |
$538K - $633K
|
434K
$11.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-6.12K- 1.59% |
$128K - $150K
|
378K
$9.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
8.42K+ 49.81% |
$175K - $207K
|
25.3K
$660K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.5K- 17.15% |
$218K - $256K
|
50.5K
$1.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
170K+ 511.31% |
$3.55M - $4.18M
|
204K
$5.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-133- 0.9% |
$2.77K - $3.26K
|
14.7K
$383K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-325- 1.8% |
$6.77K - $7.98K
|
17.7K
$462K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
548+ 2.58% |
$11.4K - $13.4K
|
21.8K
$568K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.64K+ 1.27% |
$34.1K - $40.2K
|
130K
$3.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.29K- 6.08% |
$47.7K - $56.2K
|
35.4K
$922K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
147+ 0.53% |
$3.06K - $3.61K
|
28.1K
$732K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
28.2KNew |
$588K - $692K
|
28.2K
$735K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.4K+ 9.11% |
$216K - $254K
|
124K
$3.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
25.7K+ 70.68% |
$537K - $632K
|
62.2K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
5.22K+ 8.24% |
$109K - $128K
|
68.6K
$1.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-16K- 4.65% |
$333K - $393K
|
328K
$8.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
5.27K+ 26.95% |
$110K - $129K
|
24.8K
$646K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
31.5KNew |
$657K - $774K
|
31.5K
$821K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
18.9KNew |
$394K - $463K
|
18.9K
$492K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-829- 8.41% |
$17.3K - $20.3K
|
9.03K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.6K- 42.98% |
$408K - $480K
|
26K
$676K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.04K+ 11.22% |
$42.4K - $49.9K
|
20.2K
$526K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.27K+ 2.11% |
$47.2K - $55.6K
|
110K
$2.86M
|