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 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.03K- 92.97% |
$23.8K - $25.8K
|
78
$2.03K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.17K- 0.18% |
$26.8K - $29.1K
|
648K
$16.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.18K- 9.84% |
$27.1K - $29.5K
|
10.8K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.21K- 3.13% |
$27.8K - $30.2K
|
37.4K
$974K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.22K- 0.2% |
$28K - $30.4K
|
593K
$15.5M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.25K- 5.45% |
$28.8K - $31.3K
|
21.7K
$566K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.28K- 0.16% |
$29.4K - $31.9K
|
783K
$20.4M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-1.29K- 1.37% |
$29.8K - $32.3K
|
93.3K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.35K- 5.87% |
$31.1K - $33.8K
|
21.7K
$565K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.36K- 11.17% |
$31.4K - $34.1K
|
10.8K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.42K- 0.06% |
$32.8K - $35.6K
|
2.49M
$64.9M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.47K- 9.84% |
$33.8K - $36.7K
|
13.4K
$350K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.48K- 2.4% |
$34K - $36.9K
|
59.9K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.53K- 2.63% |
$35.3K - $38.3K
|
56.8K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.65K- 0.33% |
$38K - $41.3K
|
495K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.85K- 0.45% |
$42.5K - $46.2K
|
410K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.93K- 2.03% |
$44.4K - $48.2K
|
93.1K
$2.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.95K- 0.99% |
$45K - $48.9K
|
196K
$5.11M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.97K- 2.26% |
$45.3K - $49.2K
|
84.9K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.02K- 2.83% |
$46.5K - $50.5K
|
69.3K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.29K- 4.17% |
$52.8K - $57.3K
|
52.7K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.41K- 17.95% |
$55.5K - $60.3K
|
11K
$287K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-2.43K- 9.92% |
$56K - $60.8K
|
22.1K
$575K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.53K- 6.42% |
$58.2K - $63.2K
|
36.8K
$960K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.55K- 0.76% |
$58.8K - $63.9K
|
332K
$8.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.56K- 4.09% |
$59K - $64.1K
|
60.2K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.57K- 15.82% |
$59.2K - $64.3K
|
13.7K
$356K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2.67K- 81.19% |
$61.4K - $66.7K
|
618
$16.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.89K- 2.18% |
$66.6K - $72.3K
|
130K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.94K- 11.19% |
$67.8K - $73.6K
|
23.4K
$609K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.99K- 2.36% |
$68.8K - $74.7K
|
123K
$3.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.14K- 5.72% |
$72.3K - $78.5K
|
51.7K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.16K- 1.64% |
$72.7K - $79K
|
189K
$4.93M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.61K- 33.33% |
$83K - $90.2K
|
7.21K
$188K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-3.62K- 0.93% |
$83.3K - $90.4K
|
384K
$10M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.71K- 14.74% |
$85.5K - $92.9K
|
21.5K
$560K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.73K- 0.84% |
$85.8K - $93.2K
|
438K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-3.87K- 2.14% |
$89K - $96.7K
|
177K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.97K- 3.39% |
$91.4K - $99.2K
|
113K
$2.94M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.08K- 0.94% |
$93.9K - $102K
|
429K
$11.2M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-4.22K- 2.14% |
$97.2K - $106K
|
193K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-4.49K- 95.59% |
$103K - $112K
|
207
$5.39K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.58K- 12.08% |
$105K - $114K
|
33.3K
$868K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.59K- 1.57% |
$106K - $115K
|
289K
$7.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.36K- 33.5% |
$123K - $134K
|
10.6K
$277K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.61K- 2.08% |
$129K - $140K
|
264K
$6.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-5.63K- 20.71% |
$130K - $141K
|
21.6K
$562K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.7K- 8.31% |
$131K - $143K
|
62.9K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-5.77K- 6.42% |
$133K - $144K
|
84.2K
$2.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-5.85K- 14.99% |
$135K - $146K
|
33.2K
$864K
|