Latest Institutional Purchases of Schwab Fundamental U S Large C (FNDX)
This list provides information on the latest institutional transactions involving Schwab Fundamental U S Large C (FNDX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.9M+ 3.31% |
$269M - $317M
|
402M
$10B
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.38M+ 24845.42% |
$70.5M - $83M
|
3.4M
$84.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.59M+ 67.9% |
$53.9M - $63.5M
|
6.39M
$159M
|
|
|
Jul 17, 2025
Q2 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
BUY
|
- |
2.27M+ 36.15% |
$47.2M - $55.6M
|
8.54M
$213M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.91M+ 120.62% |
$39.8M - $46.8M
|
3.49M
$86.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.65M+ 127.28% |
$34.5M - $40.6M
|
2.95M
$73.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
970K+ 37.62% |
$20.2M - $23.8M
|
3.55M
$88.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
880K+ 93.55% |
$18.3M - $21.6M
|
1.82M
$45.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
771K+ 4.97% |
$16.1M - $18.9M
|
16.3M
$406M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
601K+ 21.2% |
$12.5M - $14.7M
|
3.44M
$85.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
499K+ 664.54% |
$10.4M - $12.3M
|
574K
$14.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
404K+ 5.45% |
$8.43M - $9.93M
|
7.82M
$195M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
401K+ 137.81% |
$8.35M - $9.83M
|
691K
$17.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
373KNew |
$7.77M - $9.15M
|
373K
$9.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
350K+ 4.5% |
$7.29M - $8.58M
|
8.11M
$202M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
264K+ 292.15% |
$5.5M - $6.48M
|
354K
$8.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
257K+ 36.15% |
$5.35M - $6.3M
|
967K
$24.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
233K+ 198.18% |
$4.87M - $5.73M
|
351K
$8.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
193KNew |
$4.02M - $4.74M
|
193K
$4.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
187K+ 7.77% |
$3.89M - $4.59M
|
2.59M
$64.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
183K+ 2.26% |
$3.81M - $4.48M
|
8.27M
$206M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
170K+ 511.31% |
$3.55M - $4.18M
|
204K
$5.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
169K+ 1358.12% |
$3.53M - $4.15M
|
182K
$4.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
168K+ 3.69% |
$3.51M - $4.13M
|
4.72M
$118M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
162K+ 8.6% |
$3.38M - $3.98M
|
2.05M
$51M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
151KNew |
$3.16M - $3.72M
|
151K
$3.77M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
145K+ 29.33% |
$3.02M - $3.55M
|
639K
$15.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
137K+ 408.34% |
$2.85M - $3.35M
|
170K
$4.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
134K+ 9.33% |
$2.8M - $3.3M
|
1.58M
$39.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
119K+ 41.19% |
$2.48M - $2.92M
|
408K
$10.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
116K+ 8.12% |
$2.43M - $2.86M
|
1.55M
$38.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
113K+ 5.2% |
$2.36M - $2.78M
|
2.29M
$57M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
107KNew |
$2.24M - $2.64M
|
107K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
105K+ 29.97% |
$2.19M - $2.58M
|
456K
$11.3M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
104K+ 6.56% |
$2.17M - $2.55M
|
1.69M
$42.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
98.2KNew |
$2.05M - $2.41M
|
98.2K
$2.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
90.6K+ 3.26% |
$1.89M - $2.22M
|
2.87M
$71.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
87.7KNew |
$1.83M - $2.15M
|
87.7K
$2.18M
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
82K+ 16.05% |
$1.71M - $2.01M
|
593K
$14.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
77.4K+ 58.47% |
$1.61M - $1.9M
|
210K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
77K+ 769.39% |
$1.61M - $1.89M
|
87.1K
$2.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
76.6K+ 20.33% |
$1.6M - $1.88M
|
453K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
75.2K+ 43.8% |
$1.57M - $1.85M
|
247K
$6.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
74.9KNew |
$1.56M - $1.84M
|
74.9K
$1.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
74.5K+ 1.64% |
$1.55M - $1.83M
|
4.62M
$115M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
73K+ 233.25% |
$1.52M - $1.79M
|
104K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
72.7K+ 2.85% |
$1.51M - $1.78M
|
2.62M
$65.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
71.5KNew |
$1.49M - $1.75M
|
71.5K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
69.1KNew |
$1.44M - $1.7M
|
69.1K
$1.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
65K+ 10.76% |
$1.35M - $1.6M
|
669K
$16.7M
|