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 24, 2025
Q2 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-24.3K- 1.21% |
$506K - $596K
|
1.98M
$51.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-24.5K- 72.97% |
$511K - $602K
|
9.09K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.9K- 5.48% |
$540K - $636K
|
447K
$11.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27.4K- 2.16% |
$570K - $671K
|
1.24M
$32.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-27.4K- 2.16% |
$570K - $671K
|
1.24M
$32.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-32.7K- 29.87% |
$681K - $802K
|
76.7K
$2M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-33K- 3.84% |
$688K - $811K
|
826K
$21.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33.4K- 5.65% |
$697K - $821K
|
558K
$14.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-33.5K- 12.67% |
$697K - $821K
|
231K
$6.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-33.9K- 13.16% |
$706K - $832K
|
224K
$5.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-34.8K- 10.94% |
$726K - $855K
|
284K
$7.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-36.7K- 53.41% |
$765K - $901K
|
32K
$835K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-41.8K- 35.71% |
$871K - $1.03M
|
75.3K
$1.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-43K- 19.51% |
$895K - $1.05M
|
177K
$4.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-43.2K- 3.91% |
$900K - $1.06M
|
1.06M
$27.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-55.1K- 76.24% |
$1.15M - $1.35M
|
17.2K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-60.7K- 2.01% |
$1.27M - $1.49M
|
2.95M
$77M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-60.8K- 18.53% |
$1.27M - $1.49M
|
267K
$6.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-64.7K- 4.56% |
$1.35M - $1.59M
|
1.35M
$35.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-66K- 58.4% |
$1.38M - $1.62M
|
47K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-68.2K- 92.94% |
$1.42M - $1.67M
|
5.18K
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-68.7K- 77.59% |
$1.43M - $1.69M
|
19.8K
$517K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-82.4K- 3.31% |
$1.72M - $2.02M
|
2.41M
$62.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.5K- 12.45% |
$1.76M - $2.07M
|
594K
$15.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-128K- 57.26% |
$2.67M - $3.14M
|
95.5K
$2.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-156K- 67.5% |
$3.25M - $3.83M
|
75.2K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-163K- 68.72% |
$3.39M - $3.99M
|
74.1K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-187K- 99.62% |
$3.89M - $4.59M
|
719
$18.7K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-236K- 66.49% |
$4.91M - $5.78M
|
119K
$3.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-252K- 40.32% |
$5.25M - $6.19M
|
373K
$9.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-252K- 94.75% |
$5.26M - $6.19M
|
14K
$364K
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
SELL
|
- |
-267K- 59.48% |
$5.56M - $6.55M
|
182K
$4.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-275K- 96.45% |
$5.73M - $6.74M
|
10.1K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-377K- 52.34% |
$7.86M - $9.26M
|
344K
$8.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.24M- 28.27% |
$25.8M - $30.4M
|
3.15M
$82M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.78M- 75.82% |
$37.1M - $43.7M
|
568K
$14.8M
|