Purchases and Sales Made in Q3 2025 in Schwab Fundamental U S Large C (FNDX)

FNDX Quotes by TradingView

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 14, 2025 Q3 2025
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
43.8K
+ 7.96%
$1.07M - $1.15M
594K $15.8M
Oct 21, 2025 Q3 2025
Bka Wealth Consulting, Inc.

BUY
 -
43.2K
+ 23.78%
$1.05M - $1.14M
225K $5.98M
Nov 12, 2025 Q3 2025
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
43.1K
+ 28.44%
$1.05M - $1.13M
195K $5.17M
Nov 04, 2025 Q3 2025
Jones Financial Companies Lllp

BUY
 -
42.6K
+ 13.48%
$1.04M - $1.12M
359K $9.53M
Nov 14, 2025 Q3 2025
Great Valley Advisor Group, Inc.

BUY
 -
40.8K
+ 4.21%
$994K - $1.07M
1.01M $26.8M
Oct 15, 2025 Q3 2025
Gemmer Asset Management LLC

BUY
 -
39.6K
+ 1.51%
$964K - $1.04M
2.66M $70.6M
Oct 21, 2025 Q3 2025
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
39.1K
+ 5.13%
$954K - $1.03M
801K $21.3M
Nov 05, 2025 Q3 2025
Breakwater Capital Group

Paramus, NJ
BUY
 -
37.2K
+ 45.9%
$906K - $979K
118K $3.14M
Oct 23, 2025 Q3 2025
Citizens National Bank Trust Department

BUY
 -
37.2K
New
$906K - $979K
37.2K $987K
Nov 14, 2025 Q3 2025
Mariner, LLC

Overland Park, KS
BUY
 -
37K
+ 3.34%
$902K - $975K
1.14M $30.4M
Oct 22, 2025 Q3 2025
Bcs Wealth Management

BUY
 -
32.4K
+ 22.19%
$789K - $853K
178K $4.74M
Oct 23, 2025 Q3 2025
Wingate Wealth Advisors, Inc.

Lexington, MA
BUY
 -
30.6K
+ 14.57%
$746K - $806K
240K $6.39M
Nov 14, 2025 Q3 2025
Ieq Capital, LLC

BUY
 -
30.6K
+ 23.16%
$745K - $805K
163K $4.32M
Nov 14, 2025 Q3 2025
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
30.1K
+ 59.67%
$735K - $794K
80.6K $2.14M
Oct 28, 2025 Q3 2025
Darrow Company, Inc.

BUY
 -
30K
+ 11.73%
$730K - $789K
285K $7.58M
Nov 13, 2025 Q3 2025
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
29K
+ 34.75%
$707K - $764K
112K $2.99M
Nov 04, 2025 Q3 2025
Mission Wealth Management, LP

BUY
 -
24.4K
New
$596K - $644K
24.4K $650K
Nov 14, 2025 Q3 2025
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
24.4K
+ 5.99%
$595K - $643K
432K $11.5M
Nov 14, 2025 Q3 2025
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
24.3K
+ 104.05%
$592K - $640K
47.6K $1.27M
Oct 28, 2025 Q3 2025
Csenge Advisory Group

BUY
 -
24.3K
+ 148.21%
$592K - $639K
40.6K $1.08M
Nov 05, 2025 Q3 2025
Ironwood Investment Counsel, LLC

BUY
 -
23.5K
+ 5.17%
$572K - $618K
477K $12.7M
Nov 04, 2025 Q3 2025
Prostatis Group LLC

Hanover, MD
BUY
 -
23.3K
+ 33.93%
$567K - $613K
91.9K $2.44M
Oct 31, 2025 Q3 2025
Y Intercept (Hong Kong) LTD

BUY
 -
23.2K
+ 53.8%
$565K - $610K
66.3K $1.76M
Oct 28, 2025 Q3 2025
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
21.7K
+ 7.27%
$528K - $571K
320K $8.49M
Oct 29, 2025 Q3 2025
Resonant Capital Advisors, LLC

BUY
 -
21.2K
+ 1.6%
$517K - $558K
1.34M $35.7M
Nov 10, 2025 Q3 2025
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
20.6K
+ 5.86%
$502K - $542K
372K $9.88M
Nov 05, 2025 Q3 2025
Next Capital Management LLC

BUY
 -
20K
+ 23.5%
$488K - $527K
105K $2.79M
Nov 14, 2025 Q3 2025
Creative Planning

Overland Park, KS
BUY
 -
20K
+ 1.48%
$488K - $527K
1.37M $36.5M
Nov 04, 2025 Q3 2025
Financial Strategies Group, Inc.

BUY
 -
19.3K
+ 2.25%
$470K - $508K
878K $23.3M
Jan 13, 2026 Q3 2025
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
19.1K
+ 45.73%
$464K - $502K
60.7K $1.61M
Nov 12, 2025 Q3 2025
Burk Holdings LLC

Tulsa, OK
BUY
 -
18.6K
New
$453K - $489K
18.6K $494K
Oct 27, 2025 Q3 2025
Consolidated Planning Corp

Atlanta, GA
BUY
 -
18.3K
+ 2.21%
$446K - $482K
845K $22.4M
Oct 10, 2025 Q3 2025
Red Door Wealth Management, LLC

BUY
 -
18.2K
New
$444K - $480K
18.2K $484K
Nov 06, 2025 Q3 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
16.6K
+ 51.87%
$405K - $438K
48.7K $1.29M
Nov 19, 2025 Q3 2025
Regions Financial Corp

BUY
 -
16.5K
New
$403K - $436K
16.5K $440K
Nov 13, 2025 Q3 2025
Brown Brothers Harriman & CO

New York, NY
BUY
 -
16.2K
+ 23.44%
$395K - $427K
85.3K $2.27M
Nov 03, 2025 Q3 2025
Ae Wealth Management LLC

BUY
 -
16.1K
+ 9.58%
$393K - $425K
185K $4.9M
Nov 14, 2025 Q3 2025
Xtx Topco LTD

London, X0
BUY
 -
16K
New
$391K - $422K
16K $426K
Oct 10, 2025 Q3 2025
Envision Financial LLC

Brookfield, WI
BUY
 -
15.7K
+ 2.64%
$383K - $414K
611K $16.2M
Oct 22, 2025 Q3 2025
Capital Advantage, Inc.

BUY
 -
15.5K
+ 18.25%
$379K - $409K
101K $2.67M
Nov 14, 2025 Q3 2025
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
15.5K
+ 11.17%
$377K - $407K
154K $4.09M
Oct 16, 2025 Q3 2025
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
15.5K
New
$377K - $407K
15.5K $411K
Nov 14, 2025 Q3 2025
Mercer Global Advisors Inc

Denver, CO
BUY
 -
15K
+ 5.35%
$367K - $396K
296K $7.87M
Oct 22, 2025 Q3 2025
Allen Wealth Management, LLC

Boone, NC
BUY
 -
15K
+ 1.57%
$367K - $396K
971K $25.8M
Nov 12, 2025 Q3 2025
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
15K
+ 1.89%
$365K - $394K
808K $21.5M
Nov 06, 2025 Q3 2025
Pennsylvania Capital Management Inc

BUY
 -
14.3K
+ 4.0%
$348K - $376K
371K $9.85M
Nov 10, 2025 Q3 2025
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
14.2K
+ 90.47%
$345K - $373K
29.8K $792K
Oct 16, 2025 Q3 2025
Carnegie Capital Asset Management, LLC

BUY
 -
14K
+ 32.63%
$341K - $368K
56.8K $1.51M
Nov 10, 2025 Q3 2025
Novem Group

Rochester, NY
BUY
 -
13.8K
+ 12.21%
$336K - $364K
127K $3.37M

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