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 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
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
2.58K+ 15.23% |
$53.9K - $63.4K
|
19.6K
$487K
|
|
|
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
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.27K+ 2.11% |
$47.2K - $55.6K
|
110K
$2.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.26K+ 3.36% |
$47.1K - $55.4K
|
69.5K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.11KNew |
$44K - $51.8K
|
2.11K
$52.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.06K+ 0.41% |
$43K - $50.7K
|
502K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.04K+ 0.93% |
$42.5K - $50.1K
|
221K
$5.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.04K+ 11.22% |
$42.4K - $49.9K
|
20.2K
$502K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.93K+ 97.92% |
$40.2K - $47.4K
|
3.9K
$97.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 6.31% |
$39.6K - $46.7K
|
32K
$798K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.84K+ 572.9% |
$38.3K - $45.1K
|
2.16K
$53.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.76K+ 1.97% |
$36.7K - $43.2K
|
90.9K
$2.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.72K+ 4.72% |
$35.8K - $42.2K
|
38.2K
$951K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1.72K+ 4.66% |
$35.7K - $42.1K
|
38.5K
$960K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.7K+ 15.46% |
$35.5K - $41.8K
|
12.7K
$317K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.64K+ 0.62% |
$34.1K - $40.2K
|
266K
$6.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.64K+ 1.27% |
$34.1K - $40.2K
|
130K
$3.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.63K+ 1.62% |
$34K - $40K
|
102K
$2.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.53KNew |
$31.8K - $37.5K
|
1.53K
$38K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.43K+ 148.7% |
$29.8K - $35.1K
|
2.39K
$59.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.43K+ 26.58% |
$29.8K - $35K
|
6.8K
$169K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.42K+ 4.26% |
$29.6K - $34.9K
|
34.8K
$867K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.4K+ 1.46% |
$29.3K - $34.5K
|
97.6K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.39K+ 1.05% |
$28.9K - $34.1K
|
134K
$3.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.24K+ 6.59% |
$25.9K - $30.5K
|
20.1K
$501K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.06K+ 142.17% |
$22.1K - $26.1K
|
1.81K
$45K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.03K+ 10.9% |
$21.4K - $25.2K
|
10.4K
$260K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.01KNew |
$21.1K - $24.9K
|
1.01K
$25.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
925+ 2.79% |
$19.3K - $22.7K
|
34.1K
$849K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
907+ 0.7% |
$18.9K - $22.3K
|
130K
$3.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
905+ 8.39% |
$18.9K - $22.2K
|
11.7K
$291K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
870+ 3.3% |
$18.1K - $21.3K
|
27.3K
$679K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
857+ 8.67% |
$17.9K - $21K
|
10.7K
$267K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
849New |
$17.7K - $20.8K
|
849
$21.1K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
832+ 7.48% |
$17.3K - $20.4K
|
12K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
822+ 1.58% |
$17.1K - $20.2K
|
52.8K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
746+ 0.26% |
$15.5K - $18.3K
|
289K
$7.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
744+ 2.72% |
$15.5K - $18.3K
|
28.1K
$699K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
677+ 1.31% |
$14.1K - $16.6K
|
52.4K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
656+ 0.37% |
$13.7K - $16.1K
|
178K
$4.43M
|