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 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-4.14K- 3.04% |
$86.3K - $102K
|
132K
$3.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-4.2K- 10.68% |
$87.5K - $103K
|
35.1K
$915K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.25K- 6.4% |
$88.6K - $104K
|
62.2K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-4.29K- 0.56% |
$89.4K - $105K
|
764K
$19.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4.5K- 1.26% |
$93.7K - $110K
|
352K
$9.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.64K- 70.22% |
$96.6K - $114K
|
1.97K
$51.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-4.72K- 0.95% |
$98.4K - $116K
|
491K
$12.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-5.04K- 0.47% |
$105K - $124K
|
1.06M
$27.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.35K- 1.48% |
$111K - $131K
|
356K
$9.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.35K- 23.62% |
$111K - $131K
|
17.3K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-5.39K- 90.22% |
$112K - $132K
|
584
$15.2K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-5.48K- 0.92% |
$114K - $135K
|
588K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-5.7K- 8.7% |
$119K - $140K
|
59.8K
$1.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-6.12K- 1.59% |
$128K - $150K
|
378K
$9.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.21K- 28.35% |
$129K - $152K
|
15.7K
$409K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.78K- 9.73% |
$141K - $166K
|
62.8K
$1.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-7.03K- 3.59% |
$147K - $173K
|
189K
$4.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-7.22K- 33.48% |
$150K - $177K
|
14.3K
$374K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-7.29K- 7.81% |
$152K - $179K
|
86.1K
$2.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-7.58K- 0.61% |
$158K - $186K
|
1.23M
$32M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-7.6K- 36.68% |
$158K - $187K
|
13.1K
$342K
|
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-7.84K- 0.81% |
$163K - $192K
|
956K
$24.9M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-7.86KClosed |
$164K - $193K
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.93K- 40.7% |
$165K - $194K
|
11.5K
$301K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.96K- 41.62% |
$166K - $195K
|
11.2K
$291K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-8.98K- 11.94% |
$187K - $220K
|
66.2K
$1.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-9.08K- 3.36% |
$189K - $223K
|
261K
$6.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.5K- 17.15% |
$218K - $256K
|
50.5K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10.5K- 0.49% |
$218K - $257K
|
2.13M
$55.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.7K- 2.22% |
$223K - $263K
|
470K
$12.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
SELL
|
- |
-11.6K- 20.81% |
$241K - $284K
|
44K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-11.6K- 2.43% |
$242K - $285K
|
468K
$12.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-12.2K- 3.36% |
$254K - $300K
|
351K
$9.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12.2K- 2.85% |
$255K - $300K
|
417K
$10.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-12.7K- 2.02% |
$265K - $312K
|
617K
$16.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13K- 28.63% |
$271K - $320K
|
32.5K
$846K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13.9K- 37.13% |
$289K - $341K
|
23.5K
$613K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-15.6K- 8.64% |
$325K - $383K
|
165K
$4.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-16K- 4.65% |
$333K - $393K
|
328K
$8.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.5K- 2.14% |
$343K - $404K
|
752K
$19.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17.3K- 1.81% |
$361K - $425K
|
942K
$24.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-18K- 6.63% |
$376K - $442K
|
254K
$6.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19K- 1.11% |
$396K - $466K
|
1.7M
$44.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-19.4K- 48.44% |
$404K - $476K
|
20.7K
$538K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.6K- 42.98% |
$408K - $480K
|
26K
$676K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-19.8K- 9.59% |
$412K - $485K
|
187K
$4.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-20.5K- 34.09% |
$427K - $503K
|
39.6K
$1.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-22.9K- 5.19% |
$477K - $562K
|
418K
$10.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-23.2K- 17.94% |
$483K - $569K
|
106K
$2.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.3K- 1.12% |
$485K - $572K
|
2.05M
$53.5M
|