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 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
102+ 0.41% |
$2.49K - $2.69K
|
24.9K
$661K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
101+ 0.38% |
$2.46K - $2.66K
|
26.6K
$708K
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
BUY
|
- |
92+ 0.41% |
$2.24K - $2.42K
|
22.3K
$592K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
90+ 0.26% |
$2.19K - $2.37K
|
35.2K
$936K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
87+ 0.19% |
$2.12K - $2.29K
|
45.4K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
86+ 0.72% |
$2.1K - $2.27K
|
12K
$320K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
69+ 0.29% |
$1.68K - $1.82K
|
23.6K
$626K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
62+ 0.34% |
$1.51K - $1.63K
|
18.4K
$488K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
57New |
$1.39K - $1.5K
|
57
$1.51K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
55+ 0.35% |
$1.34K - $1.45K
|
15.7K
$418K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
51+ 0.35% |
$1.24K - $1.34K
|
14.8K
$393K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
49+ 0.42% |
$1.19K - $1.29K
|
11.7K
$312K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
48New |
$1.17K - $1.26K
|
48
$1.28K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
44New |
$1.07K - $1.16K
|
44
$1.17K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
43+ 0.41% |
$1.05K - $1.13K
|
10.6K
$282K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
43+ 0.34% |
$1.05K - $1.13K
|
12.5K
$332K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
36+ 0.42% |
$878 - $948
|
8.64K
$230K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
33+ 0.37% |
$805 - $869
|
8.89K
$236K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
30+ 0.41% |
$731 - $790
|
7.31K
$194K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
27+ 0.2% |
$658 - $711
|
13.5K
$359K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
22+ 0.01% |
$536 - $579
|
189K
$5.02M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
12+ 0.41% |
$293 - $316
|
2.97K
$78.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
9+ 0.44% |
$219 - $237
|
2.08K
$55.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9+ 0.41% |
$219 - $237
|
2.21K
$58.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
8+ 0.01% |
$195 - $211
|
74K
$1.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
7+ 0.39% |
$171 - $184
|
1.82K
$48.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
6+ 0.05% |
$146 - $158
|
12.7K
$338K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
6+ 0.42% |
$146 - $158
|
1.42K
$37.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
5+ 0.36% |
$122 - $132
|
1.41K
$37.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.05% |
$122 - $132
|
9.98K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.51% |
$73.1 - $79
|
587
$15.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 1.16% |
$24.4 - $26.3
|
87
$2.31K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 1.96% |
$24.4 - $26.3
|
52
$1.38K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 3.23% |
$24.4 - $26.3
|
32
$850
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.24% |
$24.4 - $26.3
|
418
$11.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-1- 1.14% |
$24.4 - $26.3
|
87
$2.31K
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-8- 0.07% |
$195 - $211
|
11.1K
$295K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-10- 0.02% |
$244 - $263
|
55.6K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-14- 4.67% |
$341 - $369
|
286
$7.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-23- 0.1% |
$561 - $606
|
23.7K
$629K
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-35- 0.2% |
$853 - $922
|
17.1K
$454K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-37- 0.06% |
$902 - $975
|
56.9K
$1.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-38- 0.16% |
$926 - $1K
|
23.7K
$631K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 11.68% |
$1.22K - $1.32K
|
378
$10K
|
|
|
Nov 12, 2025
Q3 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-54- 0.06% |
$1.32K - $1.42K
|
97.5K
$2.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-54- 2.26% |
$1.32K - $1.42K
|
2.34K
$62.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-60- 1.39% |
$1.46K - $1.58K
|
4.27K
$113K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-72- 17.14% |
$1.76K - $1.9K
|
348
$9.25K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-100- 0.32% |
$2.44K - $2.63K
|
31.3K
$832K
|
|