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 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-843- 2.56% |
$20.6K - $22.2K
|
32.1K
$853K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-871- 4.0% |
$21.2K - $22.9K
|
20.9K
$556K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-875- 5.29% |
$21.3K - $23K
|
15.7K
$416K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-875- 0.43% |
$21.3K - $23K
|
203K
$5.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-902- 10.26% |
$22K - $23.8K
|
7.89K
$210K
|
|
|
Nov 06, 2025
Q3 2025
|
Asset Planning Corporation
|
SELL
|
- |
-902- 2.05% |
$22K - $23.8K
|
43.1K
$1.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-904- 5.84% |
$22K - $23.8K
|
14.6K
$388K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-944- 5.81% |
$23K - $24.9K
|
15.3K
$407K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-966- 3.02% |
$23.6K - $25.4K
|
31.1K
$825K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.01K- 0.53% |
$24.7K - $26.7K
|
188K
$5.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.06K- 58.71% |
$25.9K - $28K
|
747
$19.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.07K- 8.88% |
$26.1K - $28.2K
|
11K
$292K
|
|
|
Nov 07, 2025
Q3 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-1.11K- 5.08% |
$26.9K - $29.1K
|
20.6K
$548K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.11K- 16.05% |
$27K - $29.2K
|
5.79K
$154K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.16K- 35.81% |
$28.2K - $30.5K
|
2.08K
$55.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.17K- 3.07% |
$28.6K - $30.9K
|
37K
$983K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.18K- 5.89% |
$28.7K - $31.1K
|
18.9K
$501K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.2K- 2.28% |
$29.3K - $31.7K
|
51.6K
$1.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-1.25K- 12.76% |
$30.5K - $32.9K
|
8.54K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.28K- 1.97% |
$31.2K - $33.7K
|
63.8K
$1.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.34K- 1.31% |
$32.6K - $35.2K
|
101K
$2.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.43K- 7.66% |
$34.9K - $37.7K
|
17.3K
$459K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.45K- 2.26% |
$35.4K - $38.2K
|
62.9K
$1.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.45K- 7.69% |
$35.4K - $38.2K
|
17.4K
$463K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 4.21% |
$35.7K - $38.6K
|
33.3K
$886K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.49K- 2.15% |
$36.4K - $39.3K
|
68.1K
$1.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.54K- 2.93% |
$37.4K - $40.5K
|
50.9K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.6K- 5.35% |
$38.9K - $42.1K
|
28.2K
$750K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.6K- 10.99% |
$39K - $42.1K
|
13K
$344K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.61K- 3.43% |
$39.2K - $42.4K
|
45.3K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.65K- 1.36% |
$40.3K - $43.6K
|
120K
$3.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-1.67K- 6.59% |
$40.6K - $43.9K
|
23.6K
$628K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.67K- 12.72% |
$40.7K - $44K
|
11.5K
$305K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.69K- 10.47% |
$41.2K - $44.5K
|
14.4K
$384K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.73K- 0.42% |
$42.1K - $45.5K
|
406K
$10.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.73K- 3.65% |
$42.1K - $45.5K
|
45.6K
$1.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.85K- 3.68% |
$45.2K - $48.8K
|
48.6K
$1.29M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.9K- 12.14% |
$46.3K - $50K
|
13.7K
$365K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.91K- 1.1% |
$46.6K - $50.4K
|
171K
$4.55M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-2.02K- 14.0% |
$49.2K - $53.1K
|
12.4K
$329K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.05K- 9.46% |
$49.9K - $53.9K
|
19.6K
$520K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 3.64% |
$50.6K - $54.7K
|
54.9K
$1.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.15K- 18.8% |
$52.4K - $56.6K
|
9.29K
$247K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-2.16K- 6.87% |
$52.7K - $56.9K
|
29.3K
$778K
|
|
|
Nov 06, 2025
Q3 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-2.21K- 0.53% |
$53.8K - $58.2K
|
414K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.27K- 3.7% |
$55.3K - $59.8K
|
59.1K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.38K- 0.12% |
$58K - $62.6K
|
2.05M
$54.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-2.46K- 11.36% |
$59.9K - $64.7K
|
19.2K
$509K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.59K- 4.61% |
$63K - $68.1K
|
53.5K
$1.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.66K- 4.28% |
$64.8K - $70K
|
59.5K
$1.58M
|
|