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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
48.2K+ 5.3% |
$1M - $1.18M
|
959K
$23.9M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.8KNew |
$934K - $1.1M
|
44.8K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
43.8K+ 8.1% |
$913K - $1.08M
|
585K
$14.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
43.1K+ 6.0% |
$899K - $1.06M
|
762K
$19M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
43.1KNew |
$898K - $1.06M
|
43.1K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
38.8KNew |
$810K - $953K
|
38.8K
$967K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
38.8K+ 36.2% |
$808K - $952K
|
146K
$3.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
38.3K+ 27.5% |
$799K - $941K
|
178K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
37.5K+ 24.58% |
$781K - $920K
|
190K
$4.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
37.4K+ 8.33% |
$780K - $919K
|
487K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36.2K+ 76.4% |
$753K - $887K
|
83.5K
$2.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
34.8K+ 1071.07% |
$726K - $855K
|
38.1K
$949K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
31.5KNew |
$657K - $774K
|
31.5K
$785K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
31.2KNew |
$650K - $766K
|
31.2K
$777K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
31.2K+ 76.91% |
$650K - $766K
|
71.8K
$1.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
31.1K+ 11.97% |
$649K - $764K
|
291K
$7.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
31K+ 3.74% |
$646K - $760K
|
858K
$21.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.8KNew |
$642K - $756K
|
30.8K
$767K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
29.8K+ 134.15% |
$621K - $731K
|
52K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
28.2KNew |
$588K - $692K
|
28.2K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
26.3KNew |
$548K - $645K
|
26.3K
$654K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
25.8K+ 6.32% |
$538K - $633K
|
434K
$10.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
25.7K+ 70.68% |
$537K - $632K
|
62.2K
$1.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25.7K+ 40.98% |
$536K - $631K
|
88.4K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.6K+ 22.63% |
$533K - $627K
|
139K
$3.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
25KNew |
$520K - $613K
|
25K
$622K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
24.2K+ 12.41% |
$504K - $594K
|
219K
$5.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
23.4K+ 38.03% |
$488K - $575K
|
85.1K
$2.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
23.3KNew |
$485K - $572K
|
23.3K
$580K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
23.2K+ 1.63% |
$484K - $570K
|
1.45M
$36.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
22.8KNew |
$474K - $559K
|
22.8K
$567K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
21.6KNew |
$451K - $531K
|
21.6K
$538K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
21.5K+ 33.84% |
$449K - $528K
|
85.2K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
21.2K+ 37.31% |
$441K - $520K
|
78K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
20.5KNew |
$427K - $503K
|
20.5K
$511K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 127.44% |
$406K - $479K
|
34.8K
$867K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
19.3KNew |
$401K - $472K
|
19.3K
$479K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
19.2K+ 12.47% |
$400K - $472K
|
173K
$4.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.1K+ 74.75% |
$398K - $469K
|
44.7K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
19.1KNew |
$398K - $468K
|
19.1K
$475K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
18.9KNew |
$394K - $463K
|
18.9K
$470K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
18.8K+ 1.29% |
$391K - $461K
|
1.47M
$36.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
17.9K+ 4.5% |
$373K - $439K
|
416K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
17.8KNew |
$371K - $437K
|
17.8K
$444K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
17.3KNew |
$361K - $425K
|
17.3K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.8K+ 6798.38% |
$350K - $412K
|
17K
$424K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
16.1KNew |
$336K - $396K
|
16.1K
$402K
|