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 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
168+ 1.47% |
$3.5K - $4.12K
|
11.6K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
156+ 0.44% |
$3.25K - $3.83K
|
35.6K
$928K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
147+ 0.53% |
$3.06K - $3.61K
|
28.1K
$732K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
140+ 0.55% |
$2.92K - $3.44K
|
25.6K
$667K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
138+ 0.44% |
$2.88K - $3.39K
|
31.7K
$826K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
132+ 0.61% |
$2.75K - $3.24K
|
21.7K
$567K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
126New |
$2.63K - $3.09K
|
126
$3.28K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
119+ 0.57% |
$2.48K - $2.92K
|
21.1K
$549K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
117New |
$2.44K - $2.87K
|
117
$3.05K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
117New |
$2.44K - $2.87K
|
117
$3.05K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
114+ 200.0% |
$2.38K - $2.8K
|
171
$4.46K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
109+ 0.44% |
$2.27K - $2.67K
|
24.8K
$645K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
108+ 0.17% |
$2.25K - $2.65K
|
65.5K
$1.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
105+ 0.44% |
$2.19K - $2.58K
|
24.1K
$627K
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
BUY
|
- |
97+ 0.44% |
$2.02K - $2.38K
|
22.2K
$578K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
85+ 0.36% |
$1.77K - $2.09K
|
23.8K
$620K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
78New |
$1.63K - $1.91K
|
78
$2.03K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
69+ 0.38% |
$1.44K - $1.69K
|
18.3K
$477K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
69+ 19.66% |
$1.44K - $1.69K
|
420
$10.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
68+ 0.13% |
$1.42K - $1.67K
|
52.5K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
59+ 0.41% |
$1.23K - $1.45K
|
14.3K
$374K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
58+ 0.65% |
$1.21K - $1.42K
|
9.03K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
58+ 0.44% |
$1.21K - $1.42K
|
13.3K
$346K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
56New |
$1.17K - $1.37K
|
56
$1.46K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
47+ 0.45% |
$979 - $1.15K
|
10.6K
$275K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
45+ 0.36% |
$938 - $1.1K
|
12.5K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
45+ 0.4% |
$938 - $1.1K
|
11.4K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
43+ 1.37% |
$896 - $1.06K
|
3.19K
$83.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
35+ 0.1% |
$729 - $859
|
35.9K
$936K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
32+ 0.44% |
$667 - $785
|
7.28K
$190K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
29+ 0.22% |
$604 - $712
|
13.5K
$351K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
20+ 0.12% |
$417 - $491
|
16.5K
$431K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
16+ 0.03% |
$333 - $393
|
50.4K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14+ 0.06% |
$292 - $344
|
21.6K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11+ 0.24% |
$229 - $270
|
4.62K
$120K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
9+ 0.44% |
$188 - $221
|
2.07K
$53.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
9+ 0.01% |
$188 - $221
|
74K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8+ 0.44% |
$167 - $196
|
1.82K
$47.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.54% |
$167 - $196
|
1.5K
$39.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
6+ 0.43% |
$125 - $147
|
1.41K
$36.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
6+ 0.43% |
$125 - $147
|
1.41K
$36.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.01% |
$83.4 - $98.2
|
31K
$807K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 0.38% |
$62.5 - $73.6
|
794
$20.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.08% |
$41.7 - $49.1
|
2.37K
$61.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.48% |
$41.7 - $49.1
|
417
$10.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.41% |
$41.7 - $49.1
|
144
$3.75K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2+ 0.0% |
$41.7 - $49.1
|
410K
$10.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.15% |
$20.8 - $24.5
|
88
$2.29K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1+ 0.01% |
$20.8 - $24.5
|
8.89K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 0.47% |
$20.8 - $24.5
|
213
$5.55K
|