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 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
71.5KNew |
$1.49M - $1.75M
|
71.5K
$1.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
69.1KNew |
$1.44M - $1.7M
|
69.1K
$1.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
65K+ 10.76% |
$1.35M - $1.6M
|
669K
$17.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
63K+ 6796.76% |
$1.31M - $1.55M
|
63.9K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
62.6K+ 7.71% |
$1.3M - $1.54M
|
874K
$22.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.4KNew |
$1.28M - $1.51M
|
61.4K
$1.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
61.1K+ 4.85% |
$1.27M - $1.5M
|
1.32M
$34.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
59.4K+ 5.67% |
$1.24M - $1.46M
|
1.11M
$28.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
59.2K+ 19.46% |
$1.23M - $1.45M
|
363K
$9.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.4K+ 22.17% |
$1.2M - $1.41M
|
316K
$8.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.7K+ 16.07% |
$1.16M - $1.37M
|
403K
$10.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
54K+ 9.06% |
$1.12M - $1.32M
|
650K
$16.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
53.9K+ 2.36% |
$1.12M - $1.32M
|
2.33M
$60.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
52.3K+ 4.5% |
$1.09M - $1.28M
|
1.21M
$31.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
51.5K+ 12.11% |
$1.07M - $1.26M
|
477K
$12.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
51.2K+ 23.05% |
$1.07M - $1.26M
|
273K
$7.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
50.5KNew |
$1.05M - $1.24M
|
50.5K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
48.9K+ 549.44% |
$1.02M - $1.2M
|
57.8K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
48.2K+ 5.3% |
$1M - $1.18M
|
959K
$25M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
47.5K+ 6.37% |
$990K - $1.17M
|
793K
$20.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
46.6K+ 2.58% |
$972K - $1.14M
|
1.85M
$48.2M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.8KNew |
$934K - $1.1M
|
44.8K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
43.8K+ 8.1% |
$913K - $1.08M
|
585K
$15.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
43.1K+ 6.0% |
$899K - $1.06M
|
762K
$19.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
43.1KNew |
$898K - $1.06M
|
43.1K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
38.8KNew |
$810K - $953K
|
38.8K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
38.8K+ 36.2% |
$808K - $952K
|
146K
$3.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
38.3K+ 27.5% |
$799K - $941K
|
178K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
37.5K+ 24.58% |
$781K - $920K
|
190K
$4.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
37.4K+ 8.33% |
$780K - $919K
|
487K
$12.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36.2K+ 76.4% |
$753K - $887K
|
83.5K
$2.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
34.8K+ 1071.07% |
$726K - $855K
|
38.1K
$993K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
32.9KNew |
$687K - $809K
|
32.9K
$859K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
31.5KNew |
$657K - $774K
|
31.5K
$821K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
31.2KNew |
$650K - $766K
|
31.2K
$813K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
31.2K+ 76.91% |
$650K - $766K
|
71.8K
$1.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
31.1K+ 11.97% |
$649K - $764K
|
291K
$7.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
31K+ 3.74% |
$646K - $760K
|
858K
$22.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.8KNew |
$642K - $756K
|
30.8K
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
29.8K+ 134.15% |
$621K - $731K
|
52K
$1.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
28.2KNew |
$588K - $692K
|
28.2K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
26.3KNew |
$548K - $645K
|
26.3K
$685K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
25.8K+ 6.32% |
$538K - $633K
|
434K
$11.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
25.7K+ 70.68% |
$537K - $632K
|
62.2K
$1.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25.7K+ 40.98% |
$536K - $631K
|
88.4K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.6K+ 22.63% |
$533K - $627K
|
139K
$3.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
25KNew |
$520K - $613K
|
25K
$651K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
24.2K+ 12.41% |
$504K - $594K
|
219K
$5.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
23.4K+ 38.03% |
$488K - $575K
|
85.1K
$2.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
23.3KNew |
$485K - $572K
|
23.3K
$607K
|