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 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 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.72K- 2.04% |
$35.8K - $42.1K
|
82.4K
$2.06M
|
|
|
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
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-809- 96.31% |
$16.9K - $19.9K
|
31
$774
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-795- 7.38% |
$16.6K - $19.5K
|
9.98K
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-770- 4.33% |
$16K - $18.9K
|
17K
$425K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-735- 0.81% |
$15.3K - $18K
|
90.5K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-548- 1.5% |
$11.4K - $13.4K
|
36.1K
$902K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-510- 1.39% |
$10.6K - $12.5K
|
36.2K
$905K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-435- 25.04% |
$9.07K - $10.7K
|
1.3K
$32.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-250- 0.39% |
$5.21K - $6.14K
|
64.2K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-213- 8.44% |
$4.44K - $5.23K
|
2.31K
$57.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-105- 4.41% |
$2.19K - $2.58K
|
2.28K
$56.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-48- 0.18% |
$1K - $1.18K
|
26K
$650K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-43- 0.27% |
$896 - $1.06K
|
15.6K
$391K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-30- 0.3% |
$625 - $736
|
10.1K
$252K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.81M- 0.97% |
$87.7M - $95.2M
|
389M
$9.73B
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.97M- 28.61% |
$68.4M - $74.3M
|
7.42M
$185M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-672K- 29.8% |
$15.5M - $16.8M
|
1.58M
$39.5M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-573K- 42.74% |
$13.2M - $14.3M
|
768K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-485K- 56.88% |
$11.2M - $12.1M
|
368K
$9.19M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-453K- 38.59% |
$10.4M - $11.3M
|
721K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-317K- 32.47% |
$7.3M - $7.92M
|
659K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-218K- 14.37% |
$5.02M - $5.45M
|
1.3M
$32.5M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-133K- 86.9% |
$3.05M - $3.32M
|
20K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-128K- 93.49% |
$2.95M - $3.2M
|
8.9K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-107K- 56.99% |
$2.46M - $2.68M
|
80.8K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100K- 5.5% |
$2.3M - $2.5M
|
1.72M
$42.9M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-83.1K- 87.75% |
$1.91M - $2.08M
|
11.6K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-70.7K- 1.19% |
$1.63M - $1.77M
|
5.84M
$146M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-61.3K- 98.51% |
$1.41M - $1.53M
|
927
$23.2K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-60.7K- 6.06% |
$1.4M - $1.52M
|
940K
$23.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-57.2K- 43.19% |
$1.32M - $1.43M
|
75.2K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-55K- 33.05% |
$1.27M - $1.38M
|
111K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42.4K- 7.2% |
$977K - $1.06M
|
547K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-39.5K- 77.44% |
$910K - $988K
|
11.5K
$288K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.6K- 61.79% |
$866K - $941K
|
23.3K
$581K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31.5K- 40.87% |
$724K - $787K
|
45.5K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-25.7K- 2.27% |
$591K - $642K
|
1.1M
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-24.3K- 13.74% |
$559K - $607K
|
153K
$3.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-22.6K- 17.14% |
$521K - $566K
|
109K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-20.6K- 51.4% |
$474K - $515K
|
19.5K
$486K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20.4K- 11.81% |
$469K - $509K
|
152K
$3.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-16.5K- 4.78% |
$381K - $413K
|
329K
$8.23M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-12.3KClosed |
$283K - $307K
|
0
$0
|
|