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 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
398+ 0.43% |
$8.29K - $9.77K
|
91.9K
$2.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
386+ 0.12% |
$8.04K - $9.47K
|
332K
$8.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
317+ 16.85% |
$6.61K - $7.78K
|
2.2K
$54.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
307+ 2.63% |
$6.4K - $7.53K
|
12K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
297+ 0.37% |
$6.19K - $7.29K
|
79.9K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
280+ 133.33% |
$5.84K - $6.87K
|
490
$12.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
279New |
$5.81K - $6.85K
|
279
$6.95K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
260+ 1.73% |
$5.42K - $6.38K
|
15.3K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
255+ 0.24% |
$5.31K - $6.26K
|
108K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
233+ 0.44% |
$4.86K - $5.72K
|
53.1K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
175+ 0.09% |
$3.65K - $4.29K
|
189K
$4.72M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
170+ 0.64% |
$3.54K - $4.17K
|
26.5K
$661K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
168+ 1.47% |
$3.5K - $4.12K
|
11.6K
$289K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
147+ 0.53% |
$3.06K - $3.61K
|
28.1K
$700K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
140+ 0.55% |
$2.92K - $3.44K
|
25.6K
$637K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
138+ 0.44% |
$2.88K - $3.39K
|
31.7K
$789K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
132+ 0.61% |
$2.75K - $3.24K
|
21.7K
$542K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
126New |
$2.63K - $3.09K
|
126
$3.14K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
119+ 0.57% |
$2.48K - $2.92K
|
21.1K
$525K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
117New |
$2.44K - $2.87K
|
117
$2.91K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
117New |
$2.44K - $2.87K
|
117
$2.91K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
109+ 0.44% |
$2.27K - $2.67K
|
24.8K
$617K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
108+ 0.17% |
$2.25K - $2.65K
|
65.5K
$1.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
105+ 0.44% |
$2.19K - $2.58K
|
24.1K
$599K
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
BUY
|
- |
97+ 0.44% |
$2.02K - $2.38K
|
22.2K
$552K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
85+ 0.36% |
$1.77K - $2.09K
|
23.8K
$592K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
78New |
$1.63K - $1.91K
|
78
$1.94K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
69+ 19.66% |
$1.44K - $1.69K
|
420
$10.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
69+ 0.38% |
$1.44K - $1.69K
|
18.3K
$456K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
68+ 0.13% |
$1.42K - $1.67K
|
52.5K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
59+ 0.41% |
$1.23K - $1.45K
|
14.3K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
58+ 0.65% |
$1.21K - $1.42K
|
9.03K
$225K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
58+ 0.44% |
$1.21K - $1.42K
|
13.3K
$330K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
56New |
$1.17K - $1.37K
|
56
$1.39K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
47+ 0.45% |
$979 - $1.15K
|
10.6K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
45+ 0.4% |
$938 - $1.1K
|
11.4K
$285K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
45+ 0.36% |
$938 - $1.1K
|
12.5K
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
43+ 1.37% |
$896 - $1.06K
|
3.19K
$79.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
35+ 0.1% |
$729 - $859
|
35.9K
$894K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
32+ 0.44% |
$667 - $785
|
7.28K
$181K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
29+ 0.22% |
$604 - $712
|
13.5K
$336K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
20+ 0.12% |
$417 - $491
|
16.5K
$412K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
16+ 0.03% |
$333 - $393
|
50.4K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
9+ 0.44% |
$188 - $221
|
2.07K
$51.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
9+ 0.01% |
$188 - $221
|
74K
$1.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8+ 0.44% |
$167 - $196
|
1.82K
$45.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.54% |
$167 - $196
|
1.5K
$37.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
6+ 0.43% |
$125 - $147
|
1.41K
$35.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
6+ 0.43% |
$125 - $147
|
1.41K
$35K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.01% |
$83.4 - $98.2
|
31K
$771K
|