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 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-113- 0.09% |
$2.75K - $2.98K
|
130K
$3.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-124- 0.9% |
$3.02K - $3.27K
|
13.6K
$361K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-136- 5.74% |
$3.32K - $3.58K
|
2.23K
$59.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-147- 0.73% |
$3.58K - $3.87K
|
20K
$531K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-154- 1.06% |
$3.75K - $4.06K
|
14.4K
$382K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-159- 1.86% |
$3.88K - $4.19K
|
8.38K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-162- 0.04% |
$3.95K - $4.27K
|
382K
$10.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-165- 6.92% |
$4.02K - $4.35K
|
2.22K
$59K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-165- 27.92% |
$4.02K - $4.35K
|
426
$11.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-177- 0.69% |
$4.32K - $4.66K
|
25.4K
$675K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-178- 1.05% |
$4.34K - $4.69K
|
16.8K
$447K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-189- 0.53% |
$4.61K - $4.98K
|
35.2K
$936K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-192- 0.05% |
$4.68K - $5.06K
|
409K
$10.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-195- 0.31% |
$4.75K - $5.14K
|
63.7K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-199- 9.85% |
$4.85K - $5.24K
|
1.82K
$48.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-200- 1.92% |
$4.88K - $5.27K
|
10.2K
$272K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-229- 0.25% |
$5.58K - $6.03K
|
91.7K
$2.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-240- 1.35% |
$5.85K - $6.32K
|
17.6K
$467K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-253- 12.87% |
$6.17K - $6.66K
|
1.71K
$45.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-255- 1.74% |
$6.22K - $6.72K
|
14.4K
$384K
|
|
|
Nov 03, 2025
Q3 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-271- 0.15% |
$6.61K - $7.14K
|
180K
$4.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-294- 2.1% |
$7.17K - $7.74K
|
13.7K
$364K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-305- 1.99% |
$7.44K - $8.03K
|
15K
$400K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-334- 8.56% |
$8.14K - $8.8K
|
3.57K
$94.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-379- 3.48% |
$9.24K - $9.98K
|
10.5K
$279K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-400- 4.18% |
$9.75K - $10.5K
|
9.16K
$243K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-405- 4.49% |
$9.87K - $10.7K
|
8.63K
$229K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-407- 5.98% |
$9.92K - $10.7K
|
6.39K
$170K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-425- 2.65% |
$10.4K - $11.2K
|
15.6K
$415K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-463- 0.27% |
$11.3K - $12.2K
|
174K
$4.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-463- 0.77% |
$11.3K - $12.2K
|
59.4K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-489- 1.68% |
$11.9K - $12.9K
|
28.6K
$760K
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-501- 0.61% |
$12.2K - $13.2K
|
81.9K
$2.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-517- 1.84% |
$12.6K - $13.6K
|
27.6K
$733K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-520- 1.91% |
$12.7K - $13.7K
|
26.7K
$711K
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-526- 1.36% |
$12.8K - $13.9K
|
38K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-552- 0.61% |
$13.5K - $14.5K
|
89.9K
$2.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-555- 0.15% |
$13.5K - $14.6K
|
377K
$10M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-570- 2.53% |
$13.9K - $15K
|
21.9K
$583K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-577- 5.17% |
$14.1K - $15.2K
|
10.6K
$281K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-590- 4.7% |
$14.4K - $15.5K
|
12K
$318K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-683- 3.37% |
$16.7K - $18K
|
19.6K
$520K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-691- 5.43% |
$16.8K - $18.2K
|
12K
$320K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-694- 2.14% |
$16.9K - $18.3K
|
31.8K
$844K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-778- 32.54% |
$19K - $20.5K
|
1.61K
$42.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-780- 3.35% |
$19K - $20.5K
|
22.5K
$597K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-783- 8.72% |
$19.1K - $20.6K
|
8.2K
$218K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-793- 0.17% |
$19.3K - $20.9K
|
479K
$12.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-803- 5.85% |
$19.6K - $21.2K
|
12.9K
$343K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-827- 2.09% |
$20.2K - $21.8K
|
38.8K
$1.03M
|
|