Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.78M- 75.82% |
$37.1M - $43.7M
|
568K
$14.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.24M- 28.27% |
$25.8M - $30.4M
|
3.15M
$78.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-377K- 52.34% |
$7.86M - $9.26M
|
344K
$8.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-275K- 96.45% |
$5.73M - $6.74M
|
10.1K
$252K
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
SELL
|
- |
-267K- 59.48% |
$5.56M - $6.55M
|
182K
$4.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-252K- 94.75% |
$5.26M - $6.19M
|
14K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-252K- 40.32% |
$5.25M - $6.19M
|
373K
$9.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-187K- 99.62% |
$3.89M - $4.59M
|
719
$17.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-163K- 68.72% |
$3.39M - $3.99M
|
74.1K
$1.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-156K- 67.5% |
$3.25M - $3.83M
|
75.2K
$1.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-128K- 57.26% |
$2.67M - $3.14M
|
95.5K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.5K- 12.45% |
$1.76M - $2.07M
|
594K
$14.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-82.4K- 3.31% |
$1.72M - $2.02M
|
2.41M
$60M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-68.7K- 77.59% |
$1.43M - $1.69M
|
19.8K
$494K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-68.2K- 92.94% |
$1.42M - $1.67M
|
5.18K
$129K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-66K- 58.4% |
$1.38M - $1.62M
|
47K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-64.7K- 4.56% |
$1.35M - $1.59M
|
1.35M
$33.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-60.8K- 18.53% |
$1.27M - $1.49M
|
267K
$6.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-60.7K- 2.01% |
$1.27M - $1.49M
|
2.95M
$73.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-55.1K- 76.24% |
$1.15M - $1.35M
|
17.2K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-43.2K- 3.91% |
$900K - $1.06M
|
1.06M
$26.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-43K- 19.51% |
$895K - $1.05M
|
177K
$4.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-41.8K- 35.71% |
$871K - $1.03M
|
75.3K
$1.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-36.7K- 53.41% |
$765K - $901K
|
32K
$798K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-34.8K- 10.94% |
$726K - $855K
|
284K
$7.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-33.9K- 13.16% |
$706K - $832K
|
224K
$5.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-33.5K- 12.67% |
$697K - $821K
|
231K
$5.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33.4K- 5.65% |
$697K - $821K
|
558K
$13.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-33K- 3.84% |
$688K - $811K
|
826K
$20.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-32.7K- 29.87% |
$681K - $802K
|
76.7K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27.4K- 2.16% |
$570K - $671K
|
1.24M
$30.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-27.4K- 2.16% |
$570K - $671K
|
1.24M
$30.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.9K- 5.48% |
$540K - $636K
|
447K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-24.5K- 72.97% |
$511K - $602K
|
9.09K
$226K
|
|
|
Jul 24, 2025
Q2 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-24.3K- 1.21% |
$506K - $596K
|
1.98M
$49.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.3K- 1.12% |
$485K - $572K
|
2.05M
$51.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-23.2K- 17.94% |
$483K - $569K
|
106K
$2.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-22.9K- 5.19% |
$477K - $562K
|
418K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-20.5K- 34.09% |
$427K - $503K
|
39.6K
$987K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-19.8K- 9.59% |
$412K - $485K
|
187K
$4.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.6K- 42.98% |
$408K - $480K
|
26K
$646K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-19.4K- 48.44% |
$404K - $476K
|
20.7K
$514K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19K- 1.11% |
$396K - $466K
|
1.7M
$42.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-18K- 6.63% |
$376K - $442K
|
254K
$6.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17.3K- 1.81% |
$361K - $425K
|
942K
$23.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.5K- 2.14% |
$343K - $404K
|
752K
$18.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-16K- 4.65% |
$333K - $393K
|
328K
$8.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-15.6K- 8.64% |
$325K - $383K
|
165K
$4.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13.9K- 37.13% |
$289K - $341K
|
23.5K
$585K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13K- 28.63% |
$271K - $320K
|
32.5K
$808K
|