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 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
601K+ 21.2% |
$12.5M - $14.7M
|
3.44M
$85.5M
|
|
|
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
|
|
|
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
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
172K+ 1131.56% |
$3.59M - $4.23M
|
188K
$4.67M
|
|
|
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 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 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 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
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
77.4K+ 58.47% |
$1.61M - $1.9M
|
210K
$5.23M
|
|
|
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
|
|
|
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
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
63K+ 6796.76% |
$1.31M - $1.55M
|
63.9K
$1.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
62.6K+ 7.71% |
$1.3M - $1.54M
|
874K
$21.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
61.1K+ 4.85% |
$1.27M - $1.5M
|
1.32M
$32.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
59.2K+ 19.46% |
$1.23M - $1.45M
|
363K
$9.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.4K+ 22.17% |
$1.2M - $1.41M
|
316K
$7.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
54K+ 9.06% |
$1.12M - $1.32M
|
650K
$16.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
53.9K+ 2.36% |
$1.12M - $1.32M
|
2.33M
$58.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
52.3K+ 4.5% |
$1.09M - $1.28M
|
1.21M
$30.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
51.2K+ 23.05% |
$1.07M - $1.26M
|
273K
$6.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
50.5KNew |
$1.05M - $1.24M
|
50.5K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
48.9K+ 549.44% |
$1.02M - $1.2M
|
57.8K
$1.44M
|