Purchases and Sales Made in Q1 2025 in Schwab Fundamental U S Large C (FNDX)
This table provides information about the institutional ownership of Schwab Fundamental U S Large C (FNDX) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL U S LARGE C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.02K- 24.9% |
$139K - $150K
|
18.1K
$473K
|
|
|
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
$699K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-6.38K- 1.31% |
$147K - $160K
|
480K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.45K- 12.0% |
$149K - $161K
|
47.3K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-6.47K- 4.31% |
$149K - $162K
|
144K
$3.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-6.64K- 9.33% |
$153K - $166K
|
64.5K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.69K- 10.31% |
$154K - $167K
|
58.2K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.96K- 27.35% |
$160K - $174K
|
18.5K
$482K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.05K- 26.94% |
$162K - $176K
|
19.1K
$498K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.31K- 36.7% |
$168K - $183K
|
12.6K
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-7.49K- 18.39% |
$173K - $187K
|
33.3K
$867K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-7.57K- 43.38% |
$174K - $189K
|
9.88K
$257K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-7.74K- 16.2% |
$178K - $194K
|
40.1K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-8K- 24.8% |
$184K - $200K
|
24.2K
$632K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.38K- 2.82% |
$193K - $210K
|
289K
$7.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-8.86K- 3.33% |
$204K - $222K
|
258K
$6.71M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-8.94K- 0.39% |
$206K - $223K
|
2.28M
$59.4M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-10K- 1.2% |
$231K - $251K
|
827K
$21.6M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-10.6K- 3.13% |
$244K - $265K
|
328K
$8.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-10.6K- 42.24% |
$245K - $266K
|
14.5K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-11.3K- 11.01% |
$261K - $283K
|
91.5K
$2.38M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12K- 1.97% |
$276K - $299K
|
596K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.1K- 98.01% |
$280K - $304K
|
247
$6.44K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-12.3KClosed |
$283K - $307K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-16.5K- 4.78% |
$381K - $413K
|
329K
$8.58M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20.4K- 11.81% |
$469K - $509K
|
152K
$3.96M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-20.6K- 51.4% |
$474K - $515K
|
19.5K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.6K- 5.52% |
$519K - $564K
|
386K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-22.6K- 17.14% |
$521K - $566K
|
109K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-24.3K- 13.74% |
$559K - $607K
|
153K
$3.98M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-25.7K- 4.94% |
$591K - $642K
|
494K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-25.7K- 2.27% |
$591K - $642K
|
1.1M
$28.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-27K- 9.05% |
$623K - $676K
|
272K
$7.08M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-28.1K- 15.12% |
$648K - $704K
|
158K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31.5K- 40.87% |
$724K - $787K
|
45.5K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-34.9K- 3.69% |
$804K - $873K
|
911K
$23.7M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-36.3K- 47.22% |
$836K - $907K
|
40.6K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.6K- 61.79% |
$866K - $941K
|
23.3K
$606K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-39.5K- 77.44% |
$910K - $988K
|
11.5K
$300K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-39.7K- 25.34% |
$915K - $994K
|
117K
$3.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42.4K- 7.2% |
$977K - $1.06M
|
547K
$14.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-44.9K- 12.26% |
$1.04M - $1.12M
|
322K
$8.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-52K- 13.14% |
$1.2M - $1.3M
|
344K
$8.96M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-55K- 33.05% |
$1.27M - $1.38M
|
111K
$2.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-57.2K- 43.19% |
$1.32M - $1.43M
|
75.2K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-57.7K- 35.08% |
$1.33M - $1.44M
|
107K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-60.7K- 6.06% |
$1.4M - $1.52M
|
940K
$24.5M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-60.7K- 20.4% |
$1.4M - $1.52M
|
237K
$6.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-61.3K- 98.51% |
$1.41M - $1.53M
|
927
$24.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-61.5K- 21.01% |
$1.42M - $1.54M
|
231K
$6.03M
|