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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-70.7K- 1.19% |
$1.63M - $1.77M
|
5.84M
$152M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-83.1K- 87.75% |
$1.91M - $2.08M
|
11.6K
$302K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-92.1K- 15.56% |
$2.12M - $2.3M
|
500K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100K- 5.5% |
$2.3M - $2.5M
|
1.72M
$44.7M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-107K- 56.99% |
$2.46M - $2.68M
|
80.8K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-111K- 75.24% |
$2.56M - $2.79M
|
36.6K
$955K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-128K- 93.49% |
$2.95M - $3.2M
|
8.9K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-133K- 86.9% |
$3.05M - $3.32M
|
20K
$521K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-167K- 49.22% |
$3.83M - $4.16M
|
172K
$4.48M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-218K- 14.37% |
$5.02M - $5.45M
|
1.3M
$33.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-311K- 20.12% |
$7.15M - $7.77M
|
1.23M
$32.2M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-317K- 32.47% |
$7.3M - $7.92M
|
659K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-453K- 38.59% |
$10.4M - $11.3M
|
721K
$18.8M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-485K- 56.88% |
$11.2M - $12.1M
|
368K
$9.59M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-573K- 42.74% |
$13.2M - $14.3M
|
768K
$20M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-672K- 29.8% |
$15.5M - $16.8M
|
1.58M
$41.2M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.02M- 11.25% |
$23.6M - $25.6M
|
8.09M
$211M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.97M- 28.61% |
$68.4M - $74.3M
|
7.42M
$193M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.81M- 0.97% |
$87.7M - $95.2M
|
389M
$10.1B
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.9M- 3.21% |
$297M - $323M
|
389M
$10.1B
|