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 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-7.58K- 0.61% |
$158K - $186K
|
1.23M
$32M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.62K+ 9.62% |
$54.6K - $64.3K
|
29.9K
$779K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-27.4K- 2.16% |
$570K - $671K
|
1.24M
$32.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.55K+ 21.94% |
$136K - $161K
|
36.4K
$948K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-36.7K- 53.41% |
$765K - $901K
|
32K
$835K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-795- 7.38% |
$16.6K - $19.5K
|
9.98K
$260K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.8K+ 5.69% |
$121K - $142K
|
108K
$2.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
BUY
|
- |
97+ 0.44% |
$2.02K - $2.38K
|
22.2K
$578K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.96KNew |
$61.6K - $72.6K
|
2.96K
$77.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.18K- 3.91% |
$66.2K - $77.9K
|
78.1K
$2.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
29+ 0.22% |
$604 - $712
|
13.5K
$351K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-33.9K- 13.16% |
$706K - $832K
|
224K
$5.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-12.2K- 3.36% |
$254K - $300K
|
351K
$9.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17.3K- 1.81% |
$361K - $425K
|
942K
$24.5M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
47+ 0.45% |
$979 - $1.15K
|
10.6K
$275K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
16.1KNew |
$336K - $396K
|
16.1K
$420K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
43.1K+ 6.0% |
$899K - $1.06M
|
762K
$19.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-11.6K- 2.43% |
$242K - $285K
|
468K
$12.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-33K- 3.84% |
$688K - $811K
|
826K
$21.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.5K- 22.66% |
$52.1K - $61.4K
|
8.54K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-48- 0.18% |
$1K - $1.18K
|
26K
$679K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-809- 96.31% |
$16.9K - $19.9K
|
31
$808
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
307+ 2.63% |
$6.4K - $7.53K
|
12K
$312K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.56K- 49.15% |
$74.2K - $87.4K
|
3.68K
$96K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
75.2K+ 43.8% |
$1.57M - $1.85M
|
247K
$6.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
78New |
$1.63K - $1.91K
|
78
$2.03K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-5.48K- 0.92% |
$114K - $135K
|
588K
$15.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
17.9K+ 4.5% |
$373K - $439K
|
416K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
BUY
|
- |
2.27M+ 36.15% |
$47.2M - $55.6M
|
8.54M
$223M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13.9K- 37.13% |
$289K - $341K
|
23.5K
$613K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.99K- 10.31% |
$62.3K - $73.4K
|
26K
$678K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
18.8K+ 1.29% |
$391K - $461K
|
1.47M
$38.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.8KNew |
$642K - $756K
|
30.8K
$802K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-548- 1.5% |
$11.4K - $13.4K
|
36.1K
$941K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.35K- 1.48% |
$111K - $131K
|
356K
$9.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.26K+ 16.06% |
$172K - $203K
|
59.7K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.34K- 0.86% |
$69.5K - $81.9K
|
383K
$9.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
907+ 0.7% |
$18.9K - $22.3K
|
130K
$3.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.38KNew |
$175K - $206K
|
8.38K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-770- 4.33% |
$16K - $18.9K
|
17K
$443K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
6.33K+ 5.93% |
$132K - $155K
|
113K
$2.95M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
12.6K+ 9.66% |
$262K - $309K
|
143K
$3.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
168+ 1.47% |
$3.5K - $4.12K
|
11.6K
$302K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
59.2K+ 19.46% |
$1.23M - $1.45M
|
363K
$9.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
656+ 1.47% |
$13.7K - $16.1K
|
45.3K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
436+ 1.21% |
$9.09K - $10.7K
|
36.6K
$954K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
140+ 0.55% |
$2.92K - $3.44K
|
25.6K
$667K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
134K+ 9.33% |
$2.8M - $3.3M
|
1.58M
$41.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-735- 0.81% |
$15.3K - $18K
|
90.5K
$2.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
90.6K+ 3.26% |
$1.89M - $2.22M
|
2.87M
$74.7M
|