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 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.32K+ 6.81% |
$56.6K - $61.1K
|
36.4K
$967K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.26K+ 0.64% |
$55K - $59.4K
|
354K
$9.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.25K+ 10.46% |
$54.8K - $59.2K
|
23.7K
$631K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2.24KNew |
$54.7K - $59.1K
|
2.24K
$59.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.23KNew |
$54.4K - $58.8K
|
2.23K
$59.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
2.17K+ 45.18% |
$53K - $57.2K
|
6.98K
$185K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.16K+ 8.3% |
$52.7K - $56.9K
|
28.2K
$749K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.15K+ 346.54% |
$52.5K - $56.7K
|
2.77K
$73.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
2.15K+ 9.28% |
$52.4K - $56.6K
|
25.3K
$672K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 18.25% |
$51.2K - $55.3K
|
13.6K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.09K+ 0.63% |
$50.9K - $55K
|
334K
$8.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.94K+ 0.18% |
$47.2K - $51K
|
1.06M
$28.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.92KNew |
$46.7K - $50.4K
|
1.92K
$50.9K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.9K+ 11188.24% |
$46.4K - $50.1K
|
1.92K
$51K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.88K+ 1.73% |
$45.7K - $49.4K
|
110K
$2.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
1.87K+ 0.25% |
$45.7K - $49.4K
|
766K
$20.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.77K+ 0.67% |
$43.1K - $46.5K
|
266K
$7.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.74KNew |
$42.5K - $45.9K
|
1.74K
$46.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.69KNew |
$41.3K - $44.6K
|
1.69K
$45K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.63K+ 2.49% |
$39.7K - $42.9K
|
67.1K
$1.78M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.63KNew |
$39.6K - $42.8K
|
1.63K
$43.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.6K+ 6.79% |
$38.9K - $42K
|
25.1K
$667K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.58K+ 14.11% |
$38.4K - $41.5K
|
12.8K
$339K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.5K+ 0.68% |
$36.5K - $39.5K
|
223K
$5.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
1.47K+ 0.76% |
$35.8K - $38.7K
|
195K
$5.17M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.4K+ 7.88% |
$34.1K - $36.8K
|
19.1K
$509K
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
1.38K+ 0.24% |
$33.7K - $36.4K
|
589K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.34K+ 8.08% |
$32.6K - $35.2K
|
17.9K
$475K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
1.27K+ 6.87% |
$31K - $33.5K
|
19.8K
$526K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.27K+ 109.78% |
$30.9K - $33.4K
|
2.42K
$64.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.25K+ 10.28% |
$30.4K - $32.9K
|
13.4K
$356K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.25K+ 11.02% |
$30.4K - $32.8K
|
12.5K
$333K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 5.8% |
$29.1K - $31.4K
|
21.8K
$578K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.18K+ 76.49% |
$28.8K - $31.1K
|
2.73K
$72.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.13K+ 5.32% |
$27.6K - $29.8K
|
22.4K
$594K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.13K+ 0.2% |
$27.5K - $29.7K
|
565K
$15M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.06K+ 5.88% |
$25.8K - $27.9K
|
19.1K
$507K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.03K+ 0.55% |
$25K - $27.1K
|
188K
$4.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
969+ 30.4% |
$23.6K - $25.5K
|
4.16K
$110K
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
953+ 2.45% |
$23.2K - $25.1K
|
39.8K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
946+ 1.18% |
$23.1K - $24.9K
|
80.8K
$2.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
921New |
$22.5K - $24.3K
|
921
$24.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
885+ 0.34% |
$21.6K - $23.3K
|
262K
$6.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
885+ 0.73% |
$21.6K - $23.3K
|
123K
$3.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
876+ 1.73% |
$21.4K - $23.1K
|
51.4K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
842+ 9.1% |
$20.5K - $22.2K
|
10.1K
$268K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
840New |
$20.5K - $22.1K
|
840
$22.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
820+ 8.09% |
$20K - $21.6K
|
11K
$291K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
817+ 0.63% |
$19.9K - $21.5K
|
131K
$3.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
817+ 3.63% |
$19.9K - $21.5K
|
23.3K
$620K
|
|