Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.96M+ 1.73% |
$170M - $183M
|
409M
$10.9B
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.01M+ 28.33% |
$24.5M - $26.5M
|
4.55M
$121M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
985KNew |
$24M - $26M
|
985K
$26.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
872K+ 409338.5% |
$21.3M - $23M
|
872K
$23.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
719K+ 4.41% |
$17.5M - $18.9M
|
17M
$452M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
483K+ 5.84% |
$11.8M - $12.7M
|
8.75M
$233M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
454K+ 121.64% |
$11.1M - $12M
|
827K
$22M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
440K+ 75.29% |
$10.7M - $11.6M
|
1.03M
$27.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
413K+ 22.12% |
$10.1M - $10.9M
|
2.28M
$60.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
411K+ 69.18% |
$10M - $10.8M
|
1M
$26.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
294K+ 119.19% |
$7.18M - $7.76M
|
541K
$14.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
BUY
|
- |
243K+ 2.85% |
$5.93M - $6.41M
|
8.77M
$233M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
242KNew |
$5.89M - $6.36M
|
242K
$6.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
217KNew |
$5.28M - $5.7M
|
217K
$5.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
200K+ 5.89% |
$4.88M - $5.27M
|
3.6M
$95.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
187KNew |
$4.56M - $4.92M
|
187K
$4.97M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
185K+ 6.47% |
$4.52M - $4.89M
|
3.05M
$81.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
177K+ 3.76% |
$4.33M - $4.67M
|
4.9M
$130M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
151K+ 9.6% |
$3.69M - $3.98M
|
1.73M
$45.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
150K+ 879.97% |
$3.66M - $3.95M
|
167K
$4.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
149KNew |
$3.64M - $3.94M
|
149K
$3.97M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
147K+ 8.69% |
$3.58M - $3.87M
|
1.84M
$48.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
141K+ 470.17% |
$3.43M - $3.7M
|
170K
$4.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134K+ 4.54% |
$3.27M - $3.53M
|
3.09M
$82.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
133K+ 26.52% |
$3.24M - $3.5M
|
635K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
119K+ 114.49% |
$2.91M - $3.15M
|
224K
$5.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
115K+ 58.79% |
$2.8M - $3.03M
|
311K
$8.25M
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
110K+ 18.57% |
$2.68M - $2.9M
|
703K
$18.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
108K+ 112.88% |
$2.63M - $2.84M
|
203K
$5.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
99.7K+ 2.9% |
$2.43M - $2.63M
|
3.54M
$93.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
94.1KNew |
$2.29M - $2.48M
|
94.1K
$2.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
88.4KNew |
$2.16M - $2.33M
|
88.4K
$2.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
81K+ 140.14% |
$1.97M - $2.13M
|
139K
$3.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
78.9K+ 20.8% |
$1.92M - $2.08M
|
458K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
73.3KNew |
$1.79M - $1.93M
|
73.3K
$1.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
69.9K+ 14.36% |
$1.7M - $1.84M
|
557K
$14.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
BUY
|
- |
64.8K+ 7.42% |
$1.58M - $1.71M
|
939K
$24.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.8K+ 3.76% |
$1.56M - $1.68M
|
1.76M
$46.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
63.6K+ 4.33% |
$1.55M - $1.68M
|
1.53M
$40.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
62.7K+ 5.05% |
$1.53M - $1.65M
|
1.3M
$34.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
62.7K+ 5.05% |
$1.53M - $1.65M
|
1.3M
$34.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
61.7KNew |
$1.5M - $1.63M
|
61.7K
$1.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
56.6K+ 2.47% |
$1.38M - $1.49M
|
2.35M
$62.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
55.5K+ 11.32% |
$1.35M - $1.46M
|
546K
$14.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
55.4K+ 0.71% |
$1.35M - $1.46M
|
7.88M
$209M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
54.9KNew |
$1.34M - $1.45M
|
54.9K
$1.46M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
48.2K+ 10.11% |
$1.18M - $1.27M
|
525K
$13.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
48.1K+ 3.96% |
$1.17M - $1.27M
|
1.26M
$33.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
46.2K+ 164.79% |
$1.13M - $1.22M
|
74.3K
$1.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
45.2K+ 0.98% |
$1.1M - $1.19M
|
4.67M
$124M
|
|