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 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.7KNew |
$188K - $203K
|
7.7K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.69KNew |
$188K - $203K
|
7.69K
$204K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.69KNew |
$187K - $203K
|
7.69K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.68KNew |
$187K - $202K
|
7.68K
$204K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
7.61KNew |
$186K - $200K
|
7.61K
$202K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.6K+ 1306.01% |
$185K - $200K
|
8.18K
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.49K+ 1041.72% |
$183K - $197K
|
8.21K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.26K+ 83.55% |
$177K - $191K
|
16K
$424K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
7.25K+ 283.53% |
$177K - $191K
|
9.8K
$260K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.08K+ 60.62% |
$173K - $187K
|
18.8K
$499K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7.07K+ 5.43% |
$172K - $186K
|
137K
$3.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.79K+ 25.86% |
$166K - $179K
|
33.1K
$879K
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
6.68K+ 7.36% |
$163K - $176K
|
97.6K
$2.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.44K+ 5.98% |
$157K - $170K
|
114K
$3.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.24K+ 7.25% |
$152K - $164K
|
92.3K
$2.45M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.24K+ 7.05% |
$152K - $164K
|
94.7K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5.96KNew |
$145K - $157K
|
5.96K
$158K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.84K+ 4232.61% |
$142K - $154K
|
5.98K
$159K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
5.83K+ 1.4% |
$142K - $154K
|
424K
$11.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
5.79K+ 0.88% |
$141K - $153K
|
663K
$17.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.68K+ 10.81% |
$138K - $150K
|
58.2K
$1.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.67K+ 52.76% |
$138K - $149K
|
16.4K
$436K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
5.58K+ 2.04% |
$136K - $147K
|
279K
$7.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
5.44K+ 37.93% |
$133K - $143K
|
19.8K
$526K
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
5.09K+ 1.52% |
$124K - $134K
|
340K
$9.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5K+ 16.24% |
$122K - $132K
|
35.8K
$951K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.71K+ 2.96% |
$115K - $124K
|
164K
$4.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.46K+ 15.39% |
$109K - $118K
|
33.5K
$889K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.42K+ 9.85% |
$108K - $116K
|
49.2K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.04KNew |
$98.5K - $106K
|
4.04K
$107K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.99K+ 5.56% |
$97.2K - $105K
|
75.7K
$2.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.59K+ 2850.0% |
$87.5K - $94.6K
|
3.72K
$98.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3.3K+ 2.29% |
$80.5K - $86.9K
|
148K
$3.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.29K+ 219.0% |
$80.1K - $86.5K
|
4.79K
$127K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.26K+ 11.62% |
$79.6K - $85.9K
|
31.4K
$833K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3.19K+ 26.73% |
$77.7K - $83.9K
|
15.1K
$401K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.09K+ 3.42% |
$75.3K - $81.3K
|
93.3K
$2.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
3.01K+ 139.26% |
$73.3K - $79.2K
|
5.17K
$137K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.97K+ 12.53% |
$72.5K - $78.3K
|
26.7K
$709K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.97KNew |
$72.4K - $78.2K
|
2.97K
$78.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.96K+ 2.39% |
$72.2K - $78K
|
127K
$3.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.91K+ 11.19% |
$70.9K - $76.6K
|
28.9K
$768K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.69K+ 0.92% |
$65.6K - $70.9K
|
294K
$7.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.67K+ 3.42% |
$65.1K - $70.4K
|
80.8K
$2.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.65K+ 15.44% |
$64.6K - $69.8K
|
19.8K
$526K
|
|
|
Nov 14, 2025
Q3 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2.6K+ 2.86% |
$63.4K - $68.5K
|
93.5K
$2.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.56K+ 1.3% |
$62.4K - $67.4K
|
200K
$5.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.44K+ 2.23% |
$59.5K - $64.3K
|
112K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.35K+ 21.73% |
$57.4K - $62K
|
13.2K
$350K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.34K+ 6.51% |
$57K - $61.6K
|
38.2K
$1.02M
|
|