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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
7.61K+ 81.4% |
$175K - $190K
|
17K
$423K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
6.9K+ 8.29% |
$159K - $172K
|
90.1K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.35K+ 2519.84% |
$146K - $159K
|
6.6K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.05K+ 12606.25% |
$139K - $151K
|
6.1K
$152K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.97KNew |
$137K - $149K
|
5.97K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.75K+ 8.29% |
$132K - $144K
|
75.1K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
5.16K+ 28.64% |
$119K - $129K
|
23.2K
$577K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.77KNew |
$110K - $119K
|
4.77K
$119K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.52K+ 12.56% |
$104K - $113K
|
40.5K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4.47K+ 7.32% |
$103K - $112K
|
65.5K
$1.63M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4.36KNew |
$100K - $109K
|
4.36K
$109K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.21KNew |
$97K - $105K
|
4.21K
$105K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.9K+ 8.51% |
$89.8K - $97.5K
|
49.7K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.43KNew |
$79K - $85.8K
|
3.43K
$85.5K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.23K+ 12.57% |
$74.3K - $80.7K
|
28.9K
$720K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.62KNew |
$60.4K - $65.6K
|
2.62K
$65.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.42KNew |
$55.8K - $60.6K
|
2.42K
$60.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
2.39K+ 7.21% |
$55K - $59.7K
|
35.5K
$884K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.35K+ 8.83% |
$54.1K - $58.8K
|
29K
$721K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.32K+ 18.39% |
$53.5K - $58K
|
14.9K
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.05KNew |
$47.2K - $51.2K
|
2.05K
$51K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.9K+ 1598.32% |
$43.8K - $47.6K
|
2.02K
$50.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$42.6K - $46.3K
|
1.85K
$46.1K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.62K+ 1.85% |
$37.3K - $40.5K
|
89.1K
$2.22M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.45K+ 6.53% |
$33.5K - $36.3K
|
23.7K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.09K+ 19.53% |
$25.2K - $27.4K
|
6.7K
$167K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.04KNew |
$24K - $26K
|
1.04K
$25.9K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
981+ 19.3% |
$22.6K - $24.5K
|
6.06K
$151K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
925+ 0.07% |
$21.3K - $23.1K
|
1.39M
$34.5M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
759+ 5.84% |
$17.5K - $19K
|
13.7K
$342K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
738+ 171.23% |
$17K - $18.5K
|
1.17K
$29.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
645New |
$14.9K - $16.1K
|
645
$16.1K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
633+ 11.15% |
$14.6K - $15.8K
|
6.31K
$157K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
596+ 79.47% |
$13.7K - $14.9K
|
1.35K
$33.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
594New |
$13.7K - $14.9K
|
594
$14.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
557New |
$12.8K - $13.9K
|
557
$13.9K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
455+ 1.59% |
$10.5K - $11.4K
|
29.1K
$724K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
420+ 600.0% |
$9.67K - $10.5K
|
490
$12.2K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
327New |
$7.53K - $8.18K
|
327
$8.14K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
246+ 2.27% |
$5.67K - $6.15K
|
11.1K
$276K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
238New |
$5.48K - $5.95K
|
238
$5.93K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
230+ 2.77% |
$5.3K - $5.75K
|
8.53K
$212K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
198+ 1.48% |
$4.56K - $4.95K
|
13.5K
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
170+ 1.48% |
$3.92K - $4.25K
|
11.7K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
165+ 2.91% |
$3.8K - $4.13K
|
5.83K
$145K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
159+ 0.45% |
$3.66K - $3.98K
|
35.5K
$883K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
136+ 1.32% |
$3.13K - $3.4K
|
10.4K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
131New |
$3.02K - $3.28K
|
131
$3.26K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
117New |
$2.69K - $2.93K
|
117
$2.91K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
110New |
$2.53K - $2.75K
|
110
$2.74K
|