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
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.48% |
$41.7 - $49.1
|
417
$11.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.08% |
$41.7 - $49.1
|
2.37K
$63K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2+ 0.0% |
$41.7 - $49.1
|
410K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.41% |
$41.7 - $49.1
|
144
$3.83K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.15% |
$20.8 - $24.5
|
88
$2.34K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 0.47% |
$20.8 - $24.5
|
213
$5.66K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1+ 0.01% |
$20.8 - $24.5
|
8.89K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-3- 0.06% |
$62.5 - $73.6
|
4.93K
$131K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-6- 0.23% |
$125 - $147
|
2.56K
$67.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-30- 0.3% |
$625 - $736
|
10.1K
$268K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-43- 0.27% |
$896 - $1.06K
|
15.6K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 13.04% |
$938 - $1.1K
|
300
$7.97K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-48- 0.18% |
$1K - $1.18K
|
26K
$692K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-54- 0.6% |
$1.13K - $1.33K
|
8.98K
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-98- 0.61% |
$2.04K - $2.4K
|
16.1K
$427K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-105- 4.41% |
$2.19K - $2.58K
|
2.28K
$60.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-133- 0.9% |
$2.77K - $3.26K
|
14.7K
$390K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-154- 1.05% |
$3.21K - $3.78K
|
14.5K
$386K
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-172- 0.27% |
$3.58K - $4.22K
|
64.4K
$1.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-179- 1.29% |
$3.73K - $4.39K
|
13.7K
$364K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-198- 1.2% |
$4.13K - $4.86K
|
16.4K
$435K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-200- 2.13% |
$4.17K - $4.91K
|
9.21K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-213- 8.44% |
$4.44K - $5.23K
|
2.31K
$61.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-215- 0.9% |
$4.48K - $5.28K
|
23.7K
$630K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-230- 1.06% |
$4.79K - $5.64K
|
21.5K
$571K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-231- 3.81% |
$4.81K - $5.67K
|
5.83K
$155K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-250- 0.39% |
$5.21K - $6.14K
|
64.2K
$1.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-273- 1.7% |
$5.69K - $6.7K
|
15.8K
$419K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-276- 0.83% |
$5.75K - $6.77K
|
33K
$876K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-318- 0.65% |
$6.63K - $7.8K
|
48.8K
$1.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-325- 1.8% |
$6.77K - $7.98K
|
17.7K
$471K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-348- 86.57% |
$7.25K - $8.54K
|
54
$1.43K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-389- 0.08% |
$8.11K - $9.55K
|
480K
$12.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-389- 2.97% |
$8.11K - $9.55K
|
12.7K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-411- 0.69% |
$8.57K - $10.1K
|
59.1K
$1.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-435- 25.04% |
$9.07K - $10.7K
|
1.3K
$34.6K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-477- 1.13% |
$9.94K - $11.7K
|
41.6K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-510- 1.39% |
$10.6K - $12.5K
|
36.2K
$962K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-534- 0.3% |
$11.1K - $13.1K
|
180K
$4.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-548- 1.5% |
$11.4K - $13.4K
|
36.1K
$959K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-599- 0.09% |
$12.5K - $14.7K
|
658K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-714- 7.46% |
$14.9K - $17.5K
|
8.86K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-735- 0.81% |
$15.3K - $18K
|
90.5K
$2.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-744- 1.73% |
$15.5K - $18.3K
|
42.3K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-770- 4.33% |
$16K - $18.9K
|
17K
$452K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-795- 7.38% |
$16.6K - $19.5K
|
9.98K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-809- 96.31% |
$16.9K - $19.9K
|
31
$824
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-829- 8.41% |
$17.3K - $20.3K
|
9.03K
$240K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-847- 5.15% |
$17.7K - $20.8K
|
15.6K
$414K
|
|