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 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
BUY
|
- |
6.6K+ 2.65% |
$138K - $162K
|
255K
$6.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.55K+ 21.94% |
$136K - $161K
|
36.4K
$906K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
6.53K+ 5.67% |
$136K - $160K
|
122K
$3.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
6.33K+ 5.93% |
$132K - $155K
|
113K
$2.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.31KNew |
$132K - $155K
|
6.31K
$157K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6K+ 10.16% |
$125K - $147K
|
65K
$1.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
5.88K+ 11.27% |
$123K - $144K
|
58.1K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.8K+ 5.69% |
$121K - $142K
|
108K
$2.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.47K+ 0.09% |
$114K - $134K
|
6.06M
$151M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.45K+ 14.58% |
$114K - $134K
|
42.8K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
5.27K+ 26.95% |
$110K - $129K
|
24.8K
$618K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
5.22K+ 8.24% |
$109K - $128K
|
68.6K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.16K+ 16.68% |
$107K - $127K
|
36.1K
$898K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.13K+ 40.7% |
$107K - $126K
|
17.7K
$442K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.98K+ 3.23% |
$104K - $122K
|
159K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4.81KNew |
$100K - $118K
|
4.81K
$120K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
4.37K+ 0.74% |
$91.1K - $107K
|
595K
$14.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.33K+ 14.52% |
$90.2K - $106K
|
34.2K
$850K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.1K+ 45.97% |
$85.5K - $101K
|
13K
$324K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.03K+ 22.62% |
$83.9K - $98.8K
|
21.8K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.94K+ 24.49% |
$82.1K - $96.7K
|
20K
$499K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.83K+ 6.77% |
$79.9K - $94.1K
|
60.5K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.81K+ 2.29% |
$79.5K - $93.6K
|
170K
$4.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.79KNew |
$78.9K - $92.9K
|
3.79K
$94.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.78K+ 7.1% |
$78.7K - $92.6K
|
56.9K
$1.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.57K+ 8.24% |
$74.4K - $87.6K
|
46.9K
$1.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.48K+ 14.78% |
$72.5K - $85.4K
|
27K
$673K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.41K+ 1.2% |
$71.1K - $83.7K
|
288K
$7.18M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
3.26K+ 3.53% |
$68K - $80.1K
|
95.7K
$2.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.19K+ 0.44% |
$66.5K - $78.4K
|
731K
$18.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.09K+ 15.15% |
$64.5K - $75.9K
|
23.5K
$585K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3K+ 25.96% |
$62.5K - $73.6K
|
14.6K
$362K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.98K+ 12.75% |
$62.1K - $73.1K
|
26.3K
$656K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.96KNew |
$61.6K - $72.6K
|
2.96K
$73.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.92KNew |
$60.9K - $71.7K
|
2.92K
$72.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.86K+ 0.51% |
$59.5K - $70.1K
|
564K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.79K+ 24.86% |
$58.1K - $68.5K
|
14K
$349K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.76K+ 13.97% |
$57.5K - $67.7K
|
22.5K
$560K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
2.67K+ 92.52% |
$55.7K - $65.6K
|
5.56K
$138K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.63K+ 14.0% |
$54.8K - $64.5K
|
21.4K
$533K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.62K+ 9.62% |
$54.6K - $64.3K
|
29.9K
$744K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.61K+ 0.79% |
$54.3K - $63.9K
|
332K
$8.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.59KNew |
$53.9K - $63.5K
|
2.59K
$64.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.53K+ 59.27% |
$52.6K - $62K
|
6.79K
$169K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.51K+ 26.7% |
$52.3K - $61.6K
|
11.9K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.39KNew |
$49.8K - $58.7K
|
2.39K
$59.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
2.39KNew |
$49.7K - $58.6K
|
2.39K
$59.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.33K+ 51.14% |
$48.6K - $57.3K
|
6.9K
$172K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.31K+ 18.57% |
$48.1K - $56.7K
|
14.7K
$367K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.3K+ 1.62% |
$47.9K - $56.4K
|
144K
$3.59M
|