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 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.48K+ 2.46% |
$30.7K - $36.2K
|
61.4K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.43K+ 148.7% |
$29.8K - $35.1K
|
2.39K
$62.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.43K+ 26.58% |
$29.8K - $35K
|
6.8K
$177K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.42K+ 4.26% |
$29.6K - $34.9K
|
34.8K
$907K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.4K+ 1.46% |
$29.3K - $34.5K
|
97.6K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.39K+ 1.05% |
$28.9K - $34.1K
|
134K
$3.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.24K+ 6.59% |
$25.9K - $30.5K
|
20.1K
$524K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.06K+ 142.17% |
$22.1K - $26.1K
|
1.81K
$47.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.03K+ 10.9% |
$21.4K - $25.2K
|
10.4K
$272K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.01KNew |
$21.1K - $24.9K
|
1.01K
$26.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
933+ 3.23% |
$19.4K - $22.9K
|
29.8K
$777K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
925+ 2.79% |
$19.3K - $22.7K
|
34.1K
$888K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
907+ 0.7% |
$18.9K - $22.3K
|
130K
$3.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
905+ 8.39% |
$18.9K - $22.2K
|
11.7K
$305K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
870+ 3.3% |
$18.1K - $21.3K
|
27.3K
$711K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
857+ 8.67% |
$17.9K - $21K
|
10.7K
$280K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
849New |
$17.7K - $20.8K
|
849
$22.1K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
832+ 7.48% |
$17.3K - $20.4K
|
12K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
822+ 1.58% |
$17.1K - $20.2K
|
52.8K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
746+ 0.26% |
$15.5K - $18.3K
|
289K
$7.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
744+ 2.72% |
$15.5K - $18.3K
|
28.1K
$731K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
677+ 1.31% |
$14.1K - $16.6K
|
52.4K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
656+ 1.47% |
$13.7K - $16.1K
|
45.3K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
656+ 0.37% |
$13.7K - $16.1K
|
178K
$4.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
645+ 2.45% |
$13.4K - $15.8K
|
26.9K
$702K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
634+ 3.08% |
$13.2K - $15.6K
|
21.2K
$554K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
619+ 0.73% |
$12.9K - $15.2K
|
86K
$2.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
586+ 5.89% |
$12.2K - $14.4K
|
10.5K
$274K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
572+ 1.37% |
$11.9K - $14K
|
42.3K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
548+ 2.58% |
$11.4K - $13.4K
|
21.8K
$568K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
546+ 2.04% |
$11.4K - $13.4K
|
27.4K
$713K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
526+ 0.2% |
$11K - $12.9K
|
264K
$6.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
501New |
$10.4K - $12.3K
|
501
$13.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
468+ 2.89% |
$9.75K - $11.5K
|
16.7K
$435K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
441New |
$9.19K - $10.8K
|
441
$11.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
436+ 1.21% |
$9.09K - $10.7K
|
36.6K
$954K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
398+ 0.43% |
$8.29K - $9.77K
|
91.9K
$2.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
386+ 0.12% |
$8.04K - $9.47K
|
332K
$8.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
317+ 16.85% |
$6.61K - $7.78K
|
2.2K
$57.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
307+ 2.63% |
$6.4K - $7.53K
|
12K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
297+ 0.37% |
$6.19K - $7.29K
|
79.9K
$2.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
280+ 133.33% |
$5.84K - $6.87K
|
490
$12.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
279New |
$5.81K - $6.85K
|
279
$7.27K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
267New |
$5.56K - $6.55K
|
267
$6.96K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
260+ 1.73% |
$5.42K - $6.38K
|
15.3K
$399K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
255+ 0.24% |
$5.31K - $6.26K
|
108K
$2.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
233+ 0.44% |
$4.86K - $5.72K
|
53.1K
$1.38M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
204New |
$4.25K - $5.01K
|
204
$5.32K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
175+ 0.09% |
$3.65K - $4.29K
|
189K
$4.94M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
170+ 0.64% |
$3.54K - $4.17K
|
26.5K
$691K
|