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 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 5.18% |
$23.4K - $27.6K
|
20.6K
$536K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.18K- 17.6% |
$24.6K - $28.9K
|
5.52K
$144K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.19K- 8.39% |
$24.8K - $29.2K
|
13K
$339K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.21K- 1.25% |
$25.2K - $29.7K
|
95.8K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 2.09% |
$25.4K - $29.9K
|
57K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.31K- 2.29% |
$27.2K - $32K
|
55.8K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.4K- 11.39% |
$29.2K - $34.3K
|
10.9K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.45K- 6.53% |
$30.2K - $35.5K
|
20.7K
$540K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-1.46K- 3.63% |
$30.5K - $35.9K
|
38.9K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.49K- 24.46% |
$31.1K - $36.6K
|
4.61K
$120K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.51K- 2.66% |
$31.4K - $37K
|
55.2K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.55K- 69.96% |
$32.3K - $38.1K
|
666
$17.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.61K- 11.74% |
$33.4K - $39.4K
|
12.1K
$314K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.63K- 2.35% |
$34K - $40K
|
67.7K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.72K- 2.04% |
$35.8K - $42.1K
|
82.4K
$2.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.73K- 7.12% |
$36K - $42.4K
|
22.5K
$587K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.81K- 5.45% |
$37.8K - $44.5K
|
31.5K
$820K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.83K- 23.85% |
$38.2K - $45K
|
5.85K
$153K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.96K- 3.97% |
$40.8K - $48K
|
47.3K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.98K- 10.68% |
$41.2K - $48.5K
|
16.5K
$431K
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.08K- 3.31% |
$43.4K - $51.1K
|
60.8K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.15K- 4.08% |
$44.8K - $52.8K
|
50.5K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-2.16K- 1.63% |
$45K - $53K
|
131K
$3.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.21K- 1.67% |
$46K - $54.2K
|
130K
$3.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.24K- 1.82% |
$46.7K - $55K
|
121K
$3.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.29K- 6.08% |
$47.7K - $56.2K
|
35.4K
$922K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.3K- 1.19% |
$47.8K - $56.3K
|
190K
$4.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-2.3K- 9.43% |
$48K - $56.5K
|
22.1K
$576K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.33K- 0.42% |
$48.5K - $57.1K
|
545K
$14.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.5K- 22.66% |
$52.1K - $61.4K
|
8.54K
$222K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.59K- 23.97% |
$54K - $63.6K
|
8.22K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.71K- 0.27% |
$56.4K - $66.5K
|
982K
$25.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.79K- 13.0% |
$58.2K - $68.5K
|
18.7K
$487K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.86K- 15.45% |
$59.5K - $70.1K
|
15.6K
$407K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.93K- 2.52% |
$61.1K - $71.9K
|
113K
$2.95M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-2.98K- 50.0% |
$62.1K - $73.1K
|
2.98K
$77.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.99K- 10.31% |
$62.3K - $73.4K
|
26K
$678K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.18K- 3.91% |
$66.2K - $77.9K
|
78.1K
$2.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.24K- 17.3% |
$67.5K - $79.5K
|
15.5K
$404K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.28K- 0.42% |
$68.3K - $80.5K
|
780K
$20.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.28K- 3.67% |
$68.4K - $80.5K
|
86.1K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.34K- 0.86% |
$69.5K - $81.9K
|
383K
$9.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.37K- 3.02% |
$70.2K - $82.6K
|
108K
$2.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.48K- 16.18% |
$72.5K - $85.4K
|
18K
$470K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3.5K- 10.04% |
$73K - $86K
|
31.4K
$818K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.56K- 49.15% |
$74.2K - $87.4K
|
3.68K
$96K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-3.68K- 15.37% |
$76.7K - $90.3K
|
20.3K
$528K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.69K- 51.15% |
$76.9K - $90.6K
|
3.52K
$91.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.87K- 5.43% |
$80.7K - $95K
|
67.5K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.92K- 87.07% |
$81.7K - $96.1K
|
582
$15.2K
|