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 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-10- 0.04% |
$230 - $250
|
26.4K
$653K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
10.9K+ 25.92% |
$252K - $274K
|
53.2K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.41KNew |
$217K - $235K
|
9.41K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-167K- 49.22% |
$3.83M - $4.16M
|
172K
$4.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
72.2KNew |
$1.66M - $1.81M
|
72.2K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
40.5K+ 2.29% |
$932K - $1.01M
|
1.8M
$44.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
2.93K+ 0.66% |
$67.4K - $73.2K
|
449K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
5.82K+ 124.08% |
$134K - $145K
|
10.5K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.76K+ 5.4% |
$86.6K - $94K
|
73.4K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-265- 4.33% |
$6.1K - $6.63K
|
5.86K
$145K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.22K- 0.2% |
$28K - $30.4K
|
593K
$14.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.2K+ 16.33% |
$350K - $380K
|
108K
$2.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
864+ 3.81% |
$19.9K - $21.6K
|
23.6K
$583K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.2K+ 11.08% |
$303K - $329K
|
132K
$3.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
57.7K+ 4.15% |
$1.33M - $1.44M
|
1.45M
$35.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5.41K+ 40.13% |
$125K - $135K
|
18.9K
$468K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-22.6K- 17.14% |
$521K - $566K
|
109K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-44.9K- 12.26% |
$1.04M - $1.12M
|
322K
$7.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
21.5K+ 19.37% |
$495K - $537K
|
132K
$3.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-772- 7.31% |
$17.8K - $19.3K
|
9.79K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-7.49K- 18.39% |
$173K - $187K
|
33.3K
$824K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-36.3K- 47.22% |
$836K - $907K
|
40.6K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
60+ 0.16% |
$1.38K - $1.5K
|
36.7K
$910K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
131New |
$3.02K - $3.28K
|
131
$3.24K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.73K- 0.84% |
$85.8K - $93.2K
|
438K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100K- 5.5% |
$2.3M - $2.5M
|
1.72M
$42.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
175K+ 94.22% |
$4.04M - $4.39M
|
362K
$8.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.05K+ 1.63% |
$24.1K - $26.2K
|
65.4K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$42.6K - $46.3K
|
1.85K
$45.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
12.9K+ 1.52% |
$297K - $322K
|
859K
$21.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.02K- 2.83% |
$46.5K - $50.5K
|
69.3K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
23.3K+ 9.85% |
$537K - $583K
|
260K
$6.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7.47K+ 8.92% |
$172K - $187K
|
91.2K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
15.2KNew |
$351K - $381K
|
15.2K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
2.94K+ 0.66% |
$67.8K - $73.6K
|
449K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
29.8KNew |
$687K - $746K
|
29.8K
$739K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-58- 0.05% |
$1.34K - $1.45K
|
129K
$3.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26.3K+ 5.12% |
$606K - $659K
|
541K
$13.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.18K- 9.84% |
$27.1K - $29.5K
|
10.8K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.21K+ 11.1% |
$51K - $55.4K
|
22.2K
$549K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.94K+ 13.05% |
$137K - $148K
|
51.4K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.58K- 12.08% |
$105K - $114K
|
33.3K
$825K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.85K+ 8.8% |
$112K - $121K
|
59.9K
$1.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
29+ 0.22% |
$668 - $725
|
13.5K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
862+ 0.75% |
$19.9K - $21.6K
|
116K
$2.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.05KNew |
$47.2K - $51.2K
|
2.05K
$50.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.04K+ 7.89% |
$47.1K - $51.1K
|
27.9K
$692K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.02K- 24.9% |
$139K - $150K
|
18.1K
$449K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
737+ 2.08% |
$17K - $18.4K
|
36.2K
$896K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.65K+ 3.11% |
$107K - $116K
|
154K
$3.82M
|