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 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
15.9K+ 4.06% |
$332K - $391K
|
408K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
15.1K+ 2.36% |
$315K - $371K
|
655K
$16.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14.6K+ 22.05% |
$305K - $359K
|
81K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.6KNew |
$304K - $358K
|
14.6K
$363K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
13.8K+ 4.28% |
$287K - $338K
|
335K
$8.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.3K+ 59.86% |
$276K - $326K
|
35.4K
$882K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.1KNew |
$274K - $322K
|
13.1K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.7K+ 16.0% |
$265K - $312K
|
92.3K
$2.3M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
12.6K+ 9.66% |
$262K - $309K
|
143K
$3.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$243K - $287K
|
11.7K
$291K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.5K+ 8.79% |
$241K - $283K
|
143K
$3.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.4K+ 10.1% |
$237K - $280K
|
124K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.2K+ 7.56% |
$233K - $275K
|
159K
$3.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
11.2K+ 268.99% |
$233K - $275K
|
15.4K
$382K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 6.99% |
$229K - $270K
|
168K
$4.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
10.9KNew |
$227K - $267K
|
10.9K
$271K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.5KNew |
$220K - $259K
|
10.5K
$262K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10.5K+ 2.86% |
$219K - $258K
|
378K
$9.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.4K+ 9.11% |
$216K - $254K
|
124K
$3.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.3K+ 9.9% |
$214K - $253K
|
114K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
10.2KNew |
$213K - $251K
|
10.2K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
10.2KNew |
$213K - $251K
|
10.2K
$254K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1KNew |
$211K - $249K
|
10.1K
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
10K+ 69.01% |
$209K - $246K
|
24.5K
$611K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
9.98KNew |
$208K - $245K
|
9.98K
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9.97K+ 1.33% |
$208K - $245K
|
759K
$18.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
9.75KNew |
$203K - $239K
|
9.75K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
9.45K+ 32.9% |
$197K - $232K
|
38.2K
$950K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.16K+ 45.82% |
$191K - $225K
|
29.1K
$726K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.79KNew |
$183K - $216K
|
8.79K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
8.73K+ 4.63% |
$182K - $214K
|
197K
$4.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
8.62K+ 1.33% |
$180K - $211K
|
657K
$16.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
8.54KNew |
$178K - $210K
|
8.54K
$213K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
8.42K+ 49.81% |
$175K - $207K
|
25.3K
$630K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.38KNew |
$175K - $206K
|
8.38K
$209K
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
BUY
|
- |
8.3KNew |
$173K - $204K
|
8.3K
$207K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.3KNew |
$173K - $204K
|
8.3K
$207K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
8.28KNew |
$173K - $203K
|
8.28K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.26K+ 16.06% |
$172K - $203K
|
59.7K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
8.22KNew |
$171K - $202K
|
8.22K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.15KNew |
$170K - $200K
|
8.15K
$203K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
8.05K+ 2.04% |
$168K - $198K
|
404K
$10M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.8K+ 6.73% |
$162K - $191K
|
124K
$3.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7.73K+ 3.23% |
$161K - $190K
|
247K
$6.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.62K+ 6.12% |
$159K - $187K
|
132K
$3.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7.62K+ 13.37% |
$159K - $187K
|
64.6K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.42K+ 34.25% |
$155K - $182K
|
29.1K
$724K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.24K+ 3229.91% |
$151K - $178K
|
7.46K
$186K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7.09K+ 45.07% |
$148K - $174K
|
22.8K
$568K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.71K+ 40.35% |
$140K - $165K
|
23.4K
$581K
|