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 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
7.51K+ 82.92% |
$173K - $188K
|
16.6K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-328- 3.31% |
$7.55K - $8.2K
|
9.57K
$237K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
1.96K+ 9.95% |
$45.1K - $48.9K
|
21.6K
$535K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.81K+ 18.53% |
$226K - $245K
|
62.7K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
325+ 0.09% |
$7.48K - $8.13K
|
363K
$9M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
6.9K+ 8.29% |
$159K - $172K
|
90.1K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-4.22K- 2.14% |
$97.2K - $106K
|
193K
$4.77M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-40- 0.23% |
$921 - $1K
|
17.1K
$424K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.1K+ 20.27% |
$48.4K - $52.5K
|
12.5K
$309K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
19.2K+ 2.57% |
$443K - $481K
|
768K
$19M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.53K- 2.63% |
$35.3K - $38.3K
|
56.8K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
872+ 5.71% |
$20.1K - $21.8K
|
16.2K
$400K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.59KNew |
$59.6K - $64.7K
|
2.59K
$64.1K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
455+ 1.59% |
$10.5K - $11.4K
|
29.1K
$720K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
8+ 0.01% |
$184 - $200
|
74K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
607+ 3.34% |
$14K - $15.2K
|
18.8K
$465K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
273+ 1.73% |
$6.29K - $6.83K
|
16K
$397K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.59K- 1.57% |
$106K - $115K
|
289K
$7.15M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
738+ 171.23% |
$17K - $18.5K
|
1.17K
$29K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.05K- 26.94% |
$162K - $176K
|
19.1K
$474K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
61.5K+ 9.36% |
$1.42M - $1.54M
|
719K
$17.8M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
79.8KNew |
$1.84M - $2M
|
79.8K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-139- 0.38% |
$3.2K - $3.48K
|
36.4K
$902K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.04KNew |
$24K - $26K
|
1.04K
$25.8K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
9+ 0.35% |
$207 - $225
|
2.56K
$63.5K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.37K+ 2.42% |
$54.5K - $59.2K
|
100K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
596+ 79.47% |
$13.7K - $14.9K
|
1.35K
$33.3K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
63.9K+ 192.77% |
$1.47M - $1.6M
|
97K
$2.4M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12K- 1.97% |
$276K - $299K
|
596K
$14.8M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-546- 1.1% |
$12.6K - $13.7K
|
49.3K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.6K- 61.79% |
$866K - $941K
|
23.3K
$576K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
174+ 0.2% |
$4.01K - $4.35K
|
89.4K
$2.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.69KNew |
$200K - $217K
|
8.69K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
77.2K+ 5.69% |
$1.78M - $1.93M
|
1.43M
$35.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.36K- 11.17% |
$31.4K - $34.1K
|
10.8K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.67K+ 2.76% |
$177K - $192K
|
285K
$7.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
466+ 0.82% |
$10.7K - $11.7K
|
57K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
60.5K+ 64.57% |
$1.39M - $1.51M
|
154K
$3.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
420+ 600.0% |
$9.67K - $10.5K
|
490
$12.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
925+ 0.07% |
$21.3K - $23.1K
|
1.39M
$34.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.25KNew |
$74.9K - $81.4K
|
3.25K
$80.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
939+ 0.16% |
$21.6K - $23.5K
|
591K
$14.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
64+ 0.45% |
$1.47K - $1.6K
|
14.3K
$354K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
249+ 1.53% |
$5.73K - $6.23K
|
16.5K
$409K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.1K+ 10.8% |
$48.3K - $52.4K
|
21.5K
$533K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
13K+ 18.95% |
$298K - $324K
|
81.3K
$2.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-729- 4.69% |
$16.8K - $18.2K
|
14.8K
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
5.16K+ 28.64% |
$119K - $129K
|
23.2K
$574K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2.67K- 81.19% |
$61.4K - $66.7K
|
618
$15.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.6K+ 1.24% |
$1.07M - $1.17M
|
3.81M
$94.3M
|