Purchases and Sales Made in Q2 2025 in Schwab Fundamental U S Large C (FNDX)

FNDX Quotes by TradingView

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 14, 2025 Q2 2025
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
23.2K
+ 1.63%
$484K - $570K
1.45M $37.8M
Aug 01, 2025 Q2 2025
Clark Asset Management, LLC

Stratham, NH
BUY
 -
22.8K
New
$474K - $559K
22.8K $593K
Aug 15, 2025 Q2 2025
Equitable Holdings, Inc.

New York, NY
BUY
 -
22.5K
+ 14.78%
$469K - $552K
175K $4.55M
Aug 07, 2025 Q2 2025
Midwest Trust CO

Overland Park, KS
BUY
 -
21.6K
New
$451K - $531K
21.6K $564K
Aug 05, 2025 Q2 2025
Next Capital Management LLC

BUY
 -
21.5K
+ 33.84%
$449K - $528K
85.2K $2.22M
Aug 08, 2025 Q2 2025
Larson Financial Group LLC

BUY
 -
21.2K
+ 37.31%
$441K - $520K
78K $2.03M
Aug 13, 2025 Q2 2025
Summit Wealth Group LLC / CO

Colorado Springs, CO
BUY
 -
20.5K
New
$427K - $503K
20.5K $534K
Jul 11, 2025 Q2 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
19.5K
+ 127.44%
$406K - $479K
34.8K $907K
Aug 07, 2025 Q2 2025
Alpha Cubed Investments, LLC

BUY
 -
19.3K
New
$401K - $472K
19.3K $502K
Aug 07, 2025 Q2 2025
Allworth Financial LP

BUY
 -
19.2K
+ 12.47%
$400K - $472K
173K $4.52M
Aug 12, 2025 Q2 2025
Soundwatch Capital LLC

New York, NY
BUY
 -
19.1K
New
$398K - $468K
19.1K $497K
Jul 25, 2025 Q2 2025
Total Clarity Wealth Management, Inc.

BUY
 -
18.9K
New
$394K - $463K
18.9K $492K
Jul 17, 2025 Q2 2025
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
18.8K
+ 1.29%
$391K - $461K
1.47M $38.3M
Jul 17, 2025 Q2 2025
Nicholson Meyer Capital Management, Inc.

Kansas City, MO
BUY
 -
17.9K
+ 4.5%
$373K - $439K
416K $10.8M
Aug 11, 2025 Q2 2025
Traub Capital Management LLC

Needham, MA
BUY
 -
17.8K
New
$371K - $437K
17.8K $464K
Aug 04, 2025 Q2 2025
Keybank National Association

BUY
 -
17.3K
New
$361K - $425K
17.3K $451K
Aug 14, 2025 Q2 2025
Qube Research & Technologies LTD

London, X0
BUY
 -
16.8K
+ 6798.38%
$350K - $412K
17K $444K
Jul 18, 2025 Q2 2025
Newman Dignan & Sheerar, Inc.

BUY
 -
16.1K
New
$336K - $396K
16.1K $420K
Jul 15, 2025 Q2 2025
Alhambra Investment Partners LLC

BUY
 -
15.9K
+ 4.06%
$332K - $391K
408K $10.6M
Aug 14, 2025 Q2 2025
Betterment LLC

New York, NY
BUY
 -
15.6K
+ 115.8%
$324K - $382K
29K $756K
Jul 09, 2025 Q2 2025
Burt Wealth Advisors

BUY
 -
15.1K
+ 2.36%
$315K - $371K
655K $17.1M
Jul 09, 2025 Q2 2025
Breakwater Capital Group

Paramus, NJ
BUY
 -
14.6K
+ 22.05%
$305K - $359K
81K $2.11M
Aug 12, 2025 Q2 2025
Franklin Resources Inc

San Mateo, CA
BUY
 -
14.6K
New
$304K - $358K
14.6K $380K
Jul 16, 2025 Q2 2025
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
13.8K
+ 4.28%
$287K - $338K
335K $8.74M
Aug 13, 2025 Q2 2025
Continuum Advisory, LLC

Eagle, ID
BUY
 -
13.3K
+ 59.86%
$276K - $326K
35.4K $923K
Aug 11, 2025 Q2 2025
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
13.1K
New
$274K - $322K
13.1K $342K
Aug 14, 2025 Q2 2025
Integrated Wealth Concepts LLC

BUY
 -
12.7K
+ 16.0%
$265K - $312K
92.3K $2.41M
Jul 16, 2025 Q2 2025
True North Advisors, LLC

BUY
 -
12.6K
+ 9.66%
$262K - $309K
143K $3.72M
Aug 07, 2025 Q2 2025
Vise Technologies, Inc.

New York, NY
BUY
 -
11.7K
New
$243K - $287K
11.7K $304K
Jul 09, 2025 Q2 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
11.5K
+ 8.79%
$241K - $283K
143K $3.73M
Aug 04, 2025 Q2 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
11.4K
+ 10.1%
$237K - $280K
124K $3.24M
Aug 14, 2025 Q2 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
11.3K
+ 13.95%
$235K - $277K
92K $2.4M
Aug 14, 2025 Q2 2025
Wiley Bros. Aintree Capital, LLC

BUY
 -
11.2K
+ 7.56%
$233K - $275K
159K $4.15M
Aug 04, 2025 Q2 2025
Assetmark, Inc

BUY
 -
11.2K
+ 268.99%
$233K - $275K
15.4K $400K
Aug 06, 2025 Q2 2025
Ae Wealth Management LLC

BUY
 -
11K
+ 6.99%
$229K - $270K
168K $4.39M
Aug 14, 2025 Q2 2025
Quantinno Capital Management LP

New York, NY
BUY
 -
10.9K
+ 5.89%
$227K - $267K
196K $5.1M
Jul 09, 2025 Q2 2025
Procyon Advisors, LLC

BUY
 -
10.9K
New
$227K - $267K
10.9K $283K
Aug 14, 2025 Q2 2025
Goldman Sachs Group Inc

New York, NY
BUY
 -
10.8K
New
$226K - $266K
10.8K $282K
Aug 06, 2025 Q2 2025
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
10.5K
New
$220K - $259K
10.5K $275K
Aug 12, 2025 Q2 2025
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
10.5K
+ 2.86%
$219K - $258K
378K $9.86M
Jul 25, 2025 Q2 2025
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
10.4K
+ 9.11%
$216K - $254K
124K $3.23M
Aug 06, 2025 Q2 2025
Prospera Financial Services Inc

BUY
 -
10.3K
+ 9.9%
$214K - $253K
114K $2.98M
Aug 14, 2025 Q2 2025
Hancock Whitney Corp

BUY
 -
10.2K
New
$213K - $251K
10.2K $267K
Aug 13, 2025 Q2 2025
Crescent Grove Advisors, LLC

BUY
 -
10.2K
New
$213K - $251K
10.2K $266K
Aug 07, 2025 Q2 2025
Kestra Private Wealth Services, LLC

BUY
 -
10.1K
New
$211K - $249K
10.1K $264K
Jul 08, 2025 Q2 2025
Canandaigua National Trust CO Of Florida

Canandaigua, NY
BUY
 -
10K
+ 69.01%
$209K - $246K
24.5K $640K
Jul 23, 2025 Q2 2025
Copperwynd Financial, LLC

BUY
 -
9.98K
New
$208K - $245K
9.98K $260K
Aug 08, 2025 Q2 2025
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
9.97K
+ 1.33%
$208K - $245K
759K $19.8M
Aug 14, 2025 Q2 2025
Rmb Capital Management, LLC

BUY
 -
9.75K
New
$203K - $239K
9.75K $254K

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