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
|
Darwin Advisors, LLC
|
BUY
|
- |
9.53K+ 141.59% |
$199K - $234K
|
16.3K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
9.45K+ 32.9% |
$197K - $232K
|
38.2K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9.25KNew |
$193K - $227K
|
9.25K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.16K+ 45.82% |
$191K - $225K
|
29.1K
$759K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.12KNew |
$190K - $224K
|
9.12K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.85KNew |
$184K - $217K
|
8.85K
$231K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.79KNew |
$183K - $216K
|
8.79K
$229K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
8.73K+ 4.63% |
$182K - $214K
|
197K
$5.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
8.62K+ 1.33% |
$180K - $211K
|
657K
$17.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
8.54KNew |
$178K - $210K
|
8.54K
$223K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
8.42K+ 49.81% |
$175K - $207K
|
25.3K
$660K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.38KNew |
$175K - $206K
|
8.38K
$218K
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
BUY
|
- |
8.3KNew |
$173K - $204K
|
8.3K
$216K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.3KNew |
$173K - $204K
|
8.3K
$216K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
8.28KNew |
$173K - $203K
|
8.28K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.26K+ 16.06% |
$172K - $203K
|
59.7K
$1.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
8.22KNew |
$171K - $202K
|
8.22K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.19K+ 1.51% |
$171K - $201K
|
551K
$14.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.15KNew |
$170K - $200K
|
8.15K
$212K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
8.05K+ 2.04% |
$168K - $198K
|
404K
$10.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.8K+ 6.73% |
$162K - $191K
|
124K
$3.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7.73K+ 3.23% |
$161K - $190K
|
247K
$6.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.62K+ 6.12% |
$159K - $187K
|
132K
$3.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7.62K+ 13.37% |
$159K - $187K
|
64.6K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.42K+ 34.25% |
$155K - $182K
|
29.1K
$758K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.24K+ 3229.91% |
$151K - $178K
|
7.46K
$194K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7.09K+ 45.07% |
$148K - $174K
|
22.8K
$595K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.71K+ 40.35% |
$140K - $165K
|
23.4K
$609K
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
BUY
|
- |
6.6K+ 2.65% |
$138K - $162K
|
255K
$6.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.55K+ 21.94% |
$136K - $161K
|
36.4K
$948K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
6.53K+ 5.67% |
$136K - $160K
|
122K
$3.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
6.33K+ 5.93% |
$132K - $155K
|
113K
$2.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.31KNew |
$132K - $155K
|
6.31K
$164K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6K+ 10.16% |
$125K - $147K
|
65K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
5.88K+ 11.27% |
$123K - $144K
|
58.1K
$1.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.8K+ 5.69% |
$121K - $142K
|
108K
$2.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.47K+ 0.09% |
$114K - $134K
|
6.06M
$158M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.45K+ 14.58% |
$114K - $134K
|
42.8K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
5.27K+ 26.95% |
$110K - $129K
|
24.8K
$646K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.27K+ 6.2% |
$110K - $129K
|
90.2K
$2.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
5.22K+ 8.24% |
$109K - $128K
|
68.6K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.16K+ 16.68% |
$107K - $127K
|
36.1K
$940K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.13K+ 40.7% |
$107K - $126K
|
17.7K
$462K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.98K+ 3.23% |
$104K - $122K
|
159K
$4.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.94K+ 2.92% |
$103K - $121K
|
174K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4.81KNew |
$100K - $118K
|
4.81K
$125K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
4.37K+ 0.74% |
$91.1K - $107K
|
595K
$15.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.33K+ 14.52% |
$90.2K - $106K
|
34.2K
$890K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.22K+ 1.53% |
$88K - $104K
|
281K
$7.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.1K+ 45.97% |
$85.5K - $101K
|
13K
$339K
|