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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-275K- 96.45% |
$5.73M - $6.74M
|
10.1K
$253K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-252K- 40.32% |
$5.25M - $6.19M
|
373K
$9.32M
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-163K- 68.72% |
$3.39M - $3.99M
|
74.1K
$1.85M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-156K- 67.5% |
$3.25M - $3.83M
|
75.2K
$1.88M
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-66K- 58.4% |
$1.38M - $1.62M
|
47K
$1.17M
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-55.1K- 76.24% |
$1.15M - $1.35M
|
17.2K
$429K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-41.8K- 35.71% |
$871K - $1.03M
|
75.3K
$1.88M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-36.7K- 53.41% |
$765K - $901K
|
32K
$800K
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-33.9K- 13.16% |
$706K - $832K
|
224K
$5.59M
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-33K- 3.84% |
$688K - $811K
|
826K
$20.6M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27.4K- 2.16% |
$570K - $671K
|
1.24M
$31M
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-27.4K- 2.16% |
$570K - $671K
|
1.24M
$31M
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-23.2K- 17.94% |
$483K - $569K
|
106K
$2.65M
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-20.5K- 34.09% |
$427K - $503K
|
39.6K
$990K
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-19.4K- 48.44% |
$404K - $476K
|
20.7K
$516K
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-18K- 6.63% |
$376K - $442K
|
254K
$6.34M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17.3K- 1.81% |
$361K - $425K
|
942K
$23.5M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13.9K- 37.13% |
$289K - $341K
|
23.5K
$587K
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-12.7K- 2.02% |
$265K - $312K
|
617K
$15.4M
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-12.2K- 3.36% |
$254K - $300K
|
351K
$8.77M
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-11.6K- 2.43% |
$242K - $285K
|
468K
$11.7M
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
SELL
|
- |
-11.6K- 20.81% |
$241K - $284K
|
44K
$1.1M
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-7.58K- 0.61% |
$158K - $186K
|
1.23M
$30.6M
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-7.22K- 33.48% |
$150K - $177K
|
14.3K
$358K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.21K- 28.35% |
$129K - $152K
|
15.7K
$392K
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-5.48K- 0.92% |
$114K - $135K
|
588K
$14.7M
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.35K- 1.48% |
$111K - $131K
|
356K
$8.9M
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4.5K- 1.26% |
$93.7K - $110K
|
352K
$8.79M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.25K- 6.4% |
$88.6K - $104K
|
62.2K
$1.55M
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-4.2K- 10.68% |
$87.5K - $103K
|
35.1K
$877K
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-3.68K- 15.37% |
$76.7K - $90.3K
|
20.3K
$506K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.56K- 49.15% |
$74.2K - $87.4K
|
3.68K
$92K
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.34K- 0.86% |
$69.5K - $81.9K
|
383K
$9.56M
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.28K- 3.67% |
$68.4K - $80.5K
|
86.1K
$2.15M
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.24K- 17.3% |
$67.5K - $79.5K
|
15.5K
$387K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.18K- 3.91% |
$66.2K - $77.9K
|
78.1K
$1.95M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.99K- 10.31% |
$62.3K - $73.4K
|
26K
$650K
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-2.98K- 50.0% |
$62.1K - $73.1K
|
2.98K
$74.4K
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.93K- 2.52% |
$61.1K - $71.9K
|
113K
$2.83M
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.5K- 22.66% |
$52.1K - $61.4K
|
8.54K
$213K
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.3K- 1.19% |
$47.8K - $56.3K
|
190K
$4.75M
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-2.16K- 1.63% |
$45K - $53K
|
131K
$3.26M
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.15K- 4.08% |
$44.8K - $52.8K
|
50.5K
$1.26M
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.96K- 3.97% |
$40.8K - $48K
|
47.3K
$1.18M
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.81K- 5.45% |
$37.8K - $44.5K
|
31.5K
$786K
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.63K- 2.35% |
$34K - $40K
|
67.7K
$1.69M
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-1.46K- 3.63% |
$30.5K - $35.9K
|
38.9K
$971K
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.19K- 8.39% |
$24.8K - $29.2K
|
13K
$325K
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-939- 10.58% |
$19.6K - $23K
|
7.94K
$198K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-847- 5.15% |
$17.7K - $20.8K
|
15.6K
$389K
|