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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-8K- 24.8% |
$184K - $200K
|
24.2K
$601K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-12- 0.07% |
$276 - $300
|
17.5K
$434K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-25.7K- 4.94% |
$591K - $642K
|
494K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4.94KNew |
$114K - $123K
|
4.94K
$122K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-5.63K- 20.71% |
$130K - $141K
|
21.6K
$534K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
34.5K+ 0.93% |
$794K - $862K
|
3.76M
$93M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
16.9KNew |
$389K - $423K
|
16.9K
$419K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
22.3K+ 197.93% |
$514K - $559K
|
33.6K
$833K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
224New |
$5.16K - $5.6K
|
224
$5.55K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-57.7K- 35.08% |
$1.33M - $1.44M
|
107K
$2.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
557New |
$12.8K - $13.9K
|
557
$13.8K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 0.45% |
$184 - $200
|
1.79K
$44.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-240- 2.5% |
$5.53K - $6K
|
9.37K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.97KNew |
$45.4K - $49.3K
|
1.97K
$48.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.74K+ 2.3% |
$86.2K - $93.6K
|
167K
$4.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
47.1K+ 3.88% |
$1.09M - $1.18M
|
1.26M
$31.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-16.5K- 4.78% |
$381K - $413K
|
329K
$8.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-400- 4.02% |
$9.21K - $10K
|
9.56K
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
10.9K+ 2.74% |
$251K - $272K
|
408K
$10.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42.4K- 7.2% |
$977K - $1.06M
|
547K
$13.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.9K+ 8.51% |
$89.8K - $97.5K
|
49.7K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
13.2K+ 14.01% |
$304K - $330K
|
107K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.02K+ 0.5% |
$23.5K - $25.5K
|
206K
$5.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
821+ 1.21% |
$18.9K - $20.5K
|
68.8K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
238New |
$5.48K - $5.95K
|
238
$5.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
3.04K+ 1.15% |
$70K - $76K
|
266K
$6.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
2.39K+ 7.21% |
$55K - $59.7K
|
35.5K
$880K
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
398KNew |
$9.16M - $9.95M
|
398K
$9.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.29K- 4.17% |
$52.8K - $57.3K
|
52.7K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.28K- 0.16% |
$29.4K - $31.9K
|
783K
$19.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.14K- 5.72% |
$72.3K - $78.5K
|
51.7K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
136+ 1.32% |
$3.13K - $3.4K
|
10.4K
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
71.1K+ 5.19% |
$1.64M - $1.78M
|
1.44M
$35.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
645New |
$14.9K - $16.1K
|
645
$16K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.71K- 14.74% |
$85.5K - $92.9K
|
21.5K
$532K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
11.7KNew |
$269K - $292K
|
11.7K
$289K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
22.5K+ 10.34% |
$517K - $562K
|
240K
$5.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
212New |
$4.88K - $5.3K
|
212
$5.25K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.02K+ 0.9% |
$23.4K - $25.4K
|
114K
$2.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-315- 1.91% |
$7.25K - $7.88K
|
16.2K
$402K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.72K+ 1.43% |
$85.7K - $93K
|
264K
$6.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
89.9K+ 4.31% |
$2.07M - $2.25M
|
2.18M
$53.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
81+ 0.0% |
$1.87K - $2.03K
|
2.01M
$49.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
32.6K+ 3.52% |
$751K - $816K
|
959K
$23.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
126+ 0.53% |
$2.9K - $3.15K
|
23.7K
$587K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
170+ 1.48% |
$3.92K - $4.25K
|
11.7K
$290K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-93- 50.0% |
$2.14K - $2.33K
|
93
$2.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.89K- 2.18% |
$66.6K - $72.3K
|
130K
$3.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
99+ 0.25% |
$2.28K - $2.48K
|
39.3K
$974K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8.97KNew |
$207K - $224K
|
8.97K
$222K
|