Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
290K+ 637.12% |
$7.46M - $7.83M
|
336K
$8.93M
|
|
|
Jan 20, 2026
Q4 2025
|
Northland Capital Management LLC
|
BUY
|
- |
160K+ 28.8% |
$4.12M - $4.32M
|
717K
$19.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
150K+ 126.89% |
$3.85M - $4.04M
|
268K
$7.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
94.1K+ 932.12% |
$2.42M - $2.54M
|
104K
$2.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
90.1K+ 10.9% |
$2.31M - $2.43M
|
917K
$24.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
89.9K+ 121.35% |
$2.31M - $2.42M
|
164K
$4.36M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
75.6K+ 226.86% |
$1.94M - $2.04M
|
109K
$2.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
61.1K+ 21.92% |
$1.57M - $1.65M
|
340K
$9.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
57.7K+ 1.89% |
$1.48M - $1.56M
|
3.11M
$82.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
48.5K+ 48.24% |
$1.25M - $1.31M
|
149K
$3.96M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
48.5K+ 3.84% |
$1.25M - $1.31M
|
1.31M
$34.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
44.9K+ 7.35% |
$1.15M - $1.21M
|
655K
$17.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
44K+ 2.87% |
$1.13M - $1.19M
|
1.58M
$41.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
42.8KNew |
$1.1M - $1.15M
|
42.8K
$1.14M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
34.6K+ 2.39% |
$889K - $932K
|
1.48M
$39.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
28.3K+ 3.5% |
$726K - $762K
|
837K
$22.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28K+ 19.46% |
$719K - $754K
|
172K
$4.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15.8KNew |
$407K - $427K
|
15.8K
$421K
|
|
|
Jan 20, 2026
Q4 2025
|
Sensenig Capital Advisors, Inc
Collegeville, PA |
BUY
|
- |
14.2KNew |
$364K - $382K
|
14.2K
$377K
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
13.1KNew |
$337K - $354K
|
13.1K
$349K
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
13.1K+ 19.81% |
$336K - $353K
|
79.1K
$2.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
13.1KNew |
$336K - $352K
|
13.1K
$347K
|
|
|
Jan 20, 2026
Q4 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
12.6KNew |
$323K - $339K
|
12.6K
$335K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
12.3KNew |
$317K - $332K
|
12.3K
$328K
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.9K+ 1.07% |
$281K - $295K
|
1.04M
$27.5M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.9K+ 1.75% |
$281K - $295K
|
635K
$16.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
10.8KNew |
$277K - $291K
|
10.8K
$287K
|
|
|
Jan 21, 2026
Q4 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10.3K+ 5.16% |
$265K - $278K
|
210K
$5.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
9.86K+ 7.5% |
$253K - $266K
|
141K
$3.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9.72K+ 2.58% |
$250K - $262K
|
386K
$10.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.64K+ 54.19% |
$222K - $233K
|
24.6K
$653K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.63K+ 24.1% |
$221K - $232K
|
44.4K
$1.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
8.57KNew |
$220K - $231K
|
8.57K
$228K
|
|
|
Jan 23, 2026
Q4 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7.93KNew |
$204K - $214K
|
7.93K
$211K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.73KNew |
$198K - $208K
|
7.73K
$205K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
7.58KNew |
$195K - $204K
|
7.58K
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.55KNew |
$194K - $203K
|
7.55K
$201K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.44K+ 13.09% |
$191K - $201K
|
64.3K
$1.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.43KNew |
$191K - $200K
|
7.43K
$197K
|
|
|
Jan 20, 2026
Q4 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
6.91K+ 1.53% |
$177K - $186K
|
459K
$12.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.54K+ 2.22% |
$168K - $176K
|
300K
$7.98M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.06K+ 4.24% |
$156K - $163K
|
149K
$3.96M
|
|
|
Jan 21, 2026
Q4 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
5.8K+ 3.34% |
$149K - $156K
|
180K
$4.77M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5.27K+ 13.24% |
$135K - $142K
|
45.1K
$1.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.01K+ 1.81% |
$129K - $135K
|
282K
$7.49M
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.81K+ 4.23% |
$124K - $130K
|
119K
$3.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.55K+ 2.02% |
$117K - $123K
|
229K
$6.1M
|
|
|
Jan 22, 2026
Q4 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
4.24K+ 3.46% |
$109K - $114K
|
127K
$3.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.48K+ 1.12% |
$89.2K - $93.7K
|
314K
$8.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.88K+ 0.71% |
$73.9K - $77.6K
|
409K
$10.9M
|
|