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 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.03K+ 22.62% |
$83.9K - $98.8K
|
21.8K
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4K+ 4.6% |
$83.4K - $98.2K
|
90.9K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.94K+ 24.49% |
$82.1K - $96.7K
|
20K
$522K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.83K+ 6.77% |
$79.9K - $94.1K
|
60.5K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.81K+ 2.29% |
$79.5K - $93.6K
|
170K
$4.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.79KNew |
$78.9K - $92.9K
|
3.79K
$98.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.78K+ 7.1% |
$78.7K - $92.6K
|
56.9K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.57K+ 8.24% |
$74.4K - $87.6K
|
46.9K
$1.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.48K+ 14.78% |
$72.5K - $85.4K
|
27K
$705K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.41K+ 1.2% |
$71.1K - $83.7K
|
288K
$7.52M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
3.26K+ 3.53% |
$68K - $80.1K
|
95.7K
$2.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.19K+ 0.44% |
$66.5K - $78.4K
|
731K
$19.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.09K+ 15.15% |
$64.5K - $75.9K
|
23.5K
$613K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3K+ 25.96% |
$62.5K - $73.6K
|
14.6K
$379K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.98K+ 12.75% |
$62.1K - $73.1K
|
26.3K
$687K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.96KNew |
$61.6K - $72.6K
|
2.96K
$77.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.92KNew |
$60.9K - $71.7K
|
2.92K
$76.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.86K+ 0.51% |
$59.5K - $70.1K
|
564K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.79K+ 24.86% |
$58.1K - $68.5K
|
14K
$365K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.76K+ 13.97% |
$57.5K - $67.7K
|
22.5K
$586K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
2.67K+ 92.52% |
$55.7K - $65.6K
|
5.56K
$145K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.63K+ 14.0% |
$54.8K - $64.5K
|
21.4K
$558K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.62K+ 9.62% |
$54.6K - $64.3K
|
29.9K
$779K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.61K+ 0.79% |
$54.3K - $63.9K
|
332K
$8.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.59KNew |
$53.9K - $63.5K
|
2.59K
$67.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
2.58K+ 15.23% |
$53.9K - $63.4K
|
19.6K
$510K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.53K+ 59.27% |
$52.6K - $62K
|
6.79K
$177K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.51K+ 26.7% |
$52.3K - $61.6K
|
11.9K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.39KNew |
$49.8K - $58.7K
|
2.39K
$62.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
2.39KNew |
$49.7K - $58.6K
|
2.39K
$62.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.33K+ 51.14% |
$48.6K - $57.3K
|
6.9K
$180K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.31K+ 18.57% |
$48.1K - $56.7K
|
14.7K
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.3K+ 1.62% |
$47.9K - $56.4K
|
144K
$3.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.27K+ 2.11% |
$47.2K - $55.6K
|
110K
$2.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.26K+ 3.36% |
$47.1K - $55.4K
|
69.5K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.11KNew |
$44K - $51.8K
|
2.11K
$55K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.06K+ 0.41% |
$43K - $50.7K
|
502K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.04K+ 0.93% |
$42.5K - $50.1K
|
221K
$5.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.04K+ 11.22% |
$42.4K - $49.9K
|
20.2K
$526K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.93K+ 97.92% |
$40.2K - $47.4K
|
3.9K
$102K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 6.31% |
$39.6K - $46.7K
|
32K
$835K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.84K+ 572.9% |
$38.3K - $45.1K
|
2.16K
$56.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.76K+ 1.97% |
$36.7K - $43.2K
|
90.9K
$2.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.72K+ 4.72% |
$35.8K - $42.2K
|
38.2K
$995K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1.72K+ 4.66% |
$35.7K - $42.1K
|
38.5K
$1M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.7K+ 15.46% |
$35.5K - $41.8K
|
12.7K
$332K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.64K+ 0.62% |
$34.1K - $40.2K
|
266K
$6.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.64K+ 1.27% |
$34.1K - $40.2K
|
130K
$3.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.63K+ 1.62% |
$34K - $40K
|
102K
$2.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.53KNew |
$31.8K - $37.5K
|
1.53K
$39.8K
|