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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.1K- 98.01% |
$280K - $304K
|
247
$6.17K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12K- 1.97% |
$276K - $299K
|
596K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-11.3K- 11.01% |
$261K - $283K
|
91.5K
$2.29M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-10.6K- 3.13% |
$244K - $265K
|
328K
$8.2M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-10K- 1.2% |
$231K - $251K
|
827K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-8.94K- 0.39% |
$206K - $223K
|
2.28M
$57M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.38K- 2.82% |
$193K - $210K
|
289K
$7.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-8K- 24.8% |
$184K - $200K
|
24.2K
$606K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-7.57K- 43.38% |
$174K - $189K
|
9.88K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.31K- 36.7% |
$168K - $183K
|
12.6K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.05K- 26.94% |
$162K - $176K
|
19.1K
$478K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.96K- 27.35% |
$160K - $174K
|
18.5K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.69K- 10.31% |
$154K - $167K
|
58.2K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-6.64K- 9.33% |
$153K - $166K
|
64.5K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-6.47K- 4.31% |
$149K - $162K
|
144K
$3.59M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.45K- 12.0% |
$149K - $161K
|
47.3K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-6.38K- 1.31% |
$147K - $160K
|
480K
$12M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.15K- 18.66% |
$142K - $154K
|
26.8K
$670K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.02K- 24.9% |
$139K - $150K
|
18.1K
$453K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.7K- 8.31% |
$131K - $143K
|
62.9K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.61K- 2.08% |
$129K - $140K
|
264K
$6.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.36K- 33.5% |
$123K - $134K
|
10.6K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.59K- 1.57% |
$106K - $115K
|
289K
$7.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.58K- 12.08% |
$105K - $114K
|
33.3K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-4.49K- 95.59% |
$103K - $112K
|
207
$5.17K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.08K- 0.94% |
$93.9K - $102K
|
429K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.97K- 3.39% |
$91.4K - $99.2K
|
113K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-3.87K- 2.14% |
$89K - $96.7K
|
177K
$4.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.73K- 0.84% |
$85.8K - $93.2K
|
438K
$10.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.71K- 14.74% |
$85.5K - $92.9K
|
21.5K
$537K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-3.62K- 0.93% |
$83.3K - $90.4K
|
384K
$9.59M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.61K- 33.33% |
$83K - $90.2K
|
7.21K
$180K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.16K- 1.64% |
$72.7K - $79K
|
189K
$4.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.14K- 5.72% |
$72.3K - $78.5K
|
51.7K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.99K- 2.36% |
$68.8K - $74.7K
|
123K
$3.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2.67K- 81.19% |
$61.4K - $66.7K
|
618
$15.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.57K- 15.82% |
$59.2K - $64.3K
|
13.7K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.55K- 0.76% |
$58.8K - $63.9K
|
332K
$8.29M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.53K- 6.42% |
$58.2K - $63.2K
|
36.8K
$920K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.41K- 17.95% |
$55.5K - $60.3K
|
11K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.97K- 2.26% |
$45.3K - $49.2K
|
84.9K
$2.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.95K- 0.99% |
$45K - $48.9K
|
196K
$4.9M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.93K- 2.03% |
$44.4K - $48.2K
|
93.1K
$2.33M
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.65K- 0.33% |
$38K - $41.3K
|
495K
$12.4M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.53K- 2.63% |
$35.3K - $38.3K
|
56.8K
$1.42M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.48K- 2.4% |
$34K - $36.9K
|
59.9K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.47K- 9.84% |
$33.8K - $36.7K
|
13.4K
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.36K- 11.17% |
$31.4K - $34.1K
|
10.8K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.35K- 5.87% |
$31.1K - $33.8K
|
21.7K
$541K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.28K- 0.16% |
$29.4K - $31.9K
|
783K
$19.6M
|