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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13.2K+ 3.62% |
$321K - $347K
|
376K
$10M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13.1K+ 1.78% |
$318K - $344K
|
744K
$19.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12.8KNew |
$312K - $337K
|
12.8K
$340K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
12.8K+ 10.34% |
$312K - $337K
|
136K
$3.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
12.5KNew |
$305K - $330K
|
12.5K
$333K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.4K+ 36.19% |
$301K - $326K
|
46.5K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 3.46% |
$290K - $313K
|
355K
$9.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.7K+ 101.59% |
$286K - $309K
|
23.3K
$618K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.5K+ 0.49% |
$281K - $303K
|
2.35M
$62.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11.5K+ 28.38% |
$280K - $303K
|
52K
$1.38M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
11.4KNew |
$277K - $299K
|
11.4K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
11.3KNew |
$275K - $297K
|
11.3K
$299K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11K+ 4.13% |
$267K - $289K
|
277K
$7.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10.9K+ 4.41% |
$266K - $287K
|
258K
$6.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.9K+ 8.26% |
$266K - $287K
|
143K
$3.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.7K+ 5.65% |
$262K - $283K
|
201K
$5.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.7KNew |
$260K - $281K
|
10.7K
$284K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.6KNew |
$257K - $278K
|
10.6K
$280K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$244K - $264K
|
10K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.88K+ 2.45% |
$241K - $260K
|
413K
$11M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.84K+ 1.05% |
$240K - $259K
|
952K
$25.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.51KNew |
$232K - $250K
|
9.51K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9.51KNew |
$232K - $250K
|
9.51K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
9.19KNew |
$224K - $242K
|
9.19K
$244K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.19KNew |
$224K - $242K
|
9.19K
$244K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
9.06KNew |
$221K - $239K
|
9.06K
$241K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9.04KNew |
$220K - $238K
|
9.04K
$240K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
8.97KNew |
$219K - $236K
|
8.97K
$238K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.88KNew |
$216K - $234K
|
8.88K
$236K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.83KNew |
$215K - $232K
|
8.83K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8.61K+ 31.84% |
$210K - $227K
|
35.6K
$947K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.58K+ 16.49% |
$209K - $226K
|
60.6K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.5KNew |
$207K - $224K
|
8.5K
$226K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
8.46KNew |
$206K - $223K
|
8.46K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.32K+ 1.83% |
$203K - $219K
|
464K
$12.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
8.12KNew |
$198K - $214K
|
8.12K
$216K
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
8.09K+ 7.48% |
$197K - $213K
|
116K
$3.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
8.04KNew |
$196K - $212K
|
8.04K
$214K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
8KNew |
$195K - $211K
|
8K
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
7.99K+ 13.76% |
$195K - $210K
|
66.1K
$1.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.97KNew |
$194K - $210K
|
7.97K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7.97KNew |
$194K - $210K
|
7.97K
$212K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.96KNew |
$194K - $210K
|
7.96K
$211K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
7.93K+ 225.09% |
$193K - $209K
|
11.5K
$304K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.88KNew |
$192K - $208K
|
7.88K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.86KNew |
$192K - $207K
|
7.86K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.86KNew |
$192K - $207K
|
7.86K
$209K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.83KNew |
$191K - $206K
|
7.83K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
7.83K+ 45.23% |
$191K - $206K
|
25.1K
$668K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
7.77KNew |
$189K - $205K
|
7.77K
$206K
|
|