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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.9M+ 3.31% |
$269M - $317M
|
402M
$10.5B
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.38M+ 24845.42% |
$70.5M - $83M
|
3.4M
$88.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.59M+ 67.9% |
$53.9M - $63.5M
|
6.39M
$167M
|
|
|
Jul 17, 2025
Q2 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
BUY
|
- |
2.27M+ 36.15% |
$47.2M - $55.6M
|
8.54M
$223M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.91M+ 120.62% |
$39.8M - $46.8M
|
3.49M
$91M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.65M+ 127.28% |
$34.5M - $40.6M
|
2.95M
$77M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.3M+ 228.86% |
$27.1M - $31.9M
|
1.87M
$48.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
970K+ 37.62% |
$20.2M - $23.8M
|
3.55M
$92.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
880K+ 93.55% |
$18.3M - $21.6M
|
1.82M
$47.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
771K+ 4.97% |
$16.1M - $18.9M
|
16.3M
$425M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
601K+ 21.2% |
$12.5M - $14.7M
|
3.44M
$89.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
499K+ 664.54% |
$10.4M - $12.3M
|
574K
$15M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
480KNew |
$10M - $11.8M
|
480K
$12.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
404K+ 5.45% |
$8.43M - $9.93M
|
7.82M
$204M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
401K+ 137.81% |
$8.35M - $9.83M
|
691K
$18M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
373KNew |
$7.77M - $9.15M
|
373K
$9.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
350K+ 4.5% |
$7.29M - $8.58M
|
8.11M
$211M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
264K+ 292.15% |
$5.5M - $6.48M
|
354K
$9.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
257K+ 36.15% |
$5.35M - $6.3M
|
967K
$25.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
233K+ 198.18% |
$4.87M - $5.73M
|
351K
$9.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
193KNew |
$4.02M - $4.74M
|
193K
$5.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
187K+ 7.77% |
$3.89M - $4.59M
|
2.59M
$67.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
183K+ 2.26% |
$3.81M - $4.48M
|
8.27M
$215M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
172K+ 1131.56% |
$3.59M - $4.23M
|
188K
$4.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
170K+ 511.31% |
$3.55M - $4.18M
|
204K
$5.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
169K+ 1358.12% |
$3.53M - $4.15M
|
182K
$4.74M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
168K+ 3.69% |
$3.51M - $4.13M
|
4.72M
$123M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
162K+ 8.6% |
$3.38M - $3.98M
|
2.05M
$53.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
151KNew |
$3.16M - $3.72M
|
151K
$3.95M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
145K+ 29.33% |
$3.02M - $3.55M
|
639K
$16.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
137K+ 408.34% |
$2.85M - $3.35M
|
170K
$4.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
134K+ 9.33% |
$2.8M - $3.3M
|
1.58M
$41.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
119K+ 41.19% |
$2.48M - $2.92M
|
408K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
116K+ 8.12% |
$2.43M - $2.86M
|
1.55M
$40.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
113K+ 5.2% |
$2.36M - $2.78M
|
2.29M
$59.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
107KNew |
$2.24M - $2.64M
|
107K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
105K+ 29.97% |
$2.19M - $2.58M
|
456K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
104K+ 6.56% |
$2.17M - $2.55M
|
1.69M
$44.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
98.2KNew |
$2.05M - $2.41M
|
98.2K
$2.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
90.6K+ 3.26% |
$1.89M - $2.22M
|
2.87M
$74.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
87.7KNew |
$1.83M - $2.15M
|
87.7K
$2.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
82K+ 16.05% |
$1.71M - $2.01M
|
593K
$15.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
77.4K+ 58.47% |
$1.61M - $1.9M
|
210K
$5.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
77K+ 769.39% |
$1.61M - $1.89M
|
87.1K
$2.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
76.6K+ 20.33% |
$1.6M - $1.88M
|
453K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
75.2K+ 43.8% |
$1.57M - $1.85M
|
247K
$6.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
74.9KNew |
$1.56M - $1.84M
|
74.9K
$1.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
74.5K+ 1.64% |
$1.55M - $1.83M
|
4.62M
$120M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
73K+ 233.25% |
$1.52M - $1.79M
|
104K
$2.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
72.7K+ 2.85% |
$1.51M - $1.78M
|
2.62M
$68.3M
|