Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
BUY
|
- |
2.27M+ 36.15% |
$47.2M - $55.6M
|
8.54M
$213M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
373KNew |
$7.77M - $9.15M
|
373K
$9.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
233K+ 198.18% |
$4.87M - $5.73M
|
351K
$8.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
183K+ 2.26% |
$3.81M - $4.48M
|
8.27M
$207M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
169K+ 1358.12% |
$3.53M - $4.15M
|
182K
$4.54M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
145K+ 29.33% |
$3.02M - $3.55M
|
639K
$16M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
137K+ 408.34% |
$2.85M - $3.35M
|
170K
$4.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
134K+ 9.33% |
$2.8M - $3.3M
|
1.58M
$39.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
107KNew |
$2.24M - $2.64M
|
107K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
98.2KNew |
$2.05M - $2.41M
|
98.2K
$2.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
90.6K+ 3.26% |
$1.89M - $2.22M
|
2.87M
$71.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
87.7KNew |
$1.83M - $2.15M
|
87.7K
$2.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
75.2K+ 43.8% |
$1.57M - $1.85M
|
247K
$6.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
72.7K+ 2.85% |
$1.51M - $1.78M
|
2.62M
$65.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
62.6K+ 7.71% |
$1.3M - $1.54M
|
874K
$21.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
59.2K+ 19.46% |
$1.23M - $1.45M
|
363K
$9.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
52.3K+ 4.5% |
$1.09M - $1.28M
|
1.21M
$30.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
51.2K+ 23.05% |
$1.07M - $1.26M
|
273K
$6.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
48.2K+ 5.3% |
$1M - $1.18M
|
959K
$24M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
43.8K+ 8.1% |
$913K - $1.08M
|
585K
$14.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
43.1K+ 6.0% |
$899K - $1.06M
|
762K
$19M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
38.8K+ 36.2% |
$808K - $952K
|
146K
$3.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
37.4K+ 8.33% |
$780K - $919K
|
487K
$12.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
31.5KNew |
$657K - $774K
|
31.5K
$787K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
31.2K+ 76.91% |
$650K - $766K
|
71.8K
$1.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.8KNew |
$642K - $756K
|
30.8K
$769K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
28.2KNew |
$588K - $692K
|
28.2K
$705K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
25.7K+ 70.68% |
$537K - $632K
|
62.2K
$1.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25.7K+ 40.98% |
$536K - $631K
|
88.4K
$2.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
25KNew |
$520K - $613K
|
25K
$624K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
23.4K+ 38.03% |
$488K - $575K
|
85.1K
$2.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
23.3KNew |
$485K - $572K
|
23.3K
$582K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
23.2K+ 1.63% |
$484K - $570K
|
1.45M
$36.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 127.44% |
$406K - $479K
|
34.8K
$869K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
18.9KNew |
$394K - $463K
|
18.9K
$472K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
18.8K+ 1.29% |
$391K - $461K
|
1.47M
$36.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
17.9K+ 4.5% |
$373K - $439K
|
416K
$10.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
16.1KNew |
$336K - $396K
|
16.1K
$403K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
15.9K+ 4.06% |
$332K - $391K
|
408K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
15.1K+ 2.36% |
$315K - $371K
|
655K
$16.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14.6K+ 22.05% |
$305K - $359K
|
81K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
13.8K+ 4.28% |
$287K - $338K
|
335K
$8.38M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
12.6K+ 9.66% |
$262K - $309K
|
143K
$3.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.5K+ 8.79% |
$241K - $283K
|
143K
$3.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
10.9KNew |
$227K - $267K
|
10.9K
$272K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.4K+ 9.11% |
$216K - $254K
|
124K
$3.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
10K+ 69.01% |
$209K - $246K
|
24.5K
$613K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
9.98KNew |
$208K - $245K
|
9.98K
$249K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
8.73K+ 4.63% |
$182K - $214K
|
197K
$4.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.38KNew |
$175K - $206K
|
8.38K
$209K
|