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 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 23, 2026
Q4 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
4.4K+ 49.04% |
$113K - $119K
|
13.4K
$355K
|
|
|
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
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.68K+ 14.03% |
$68.8K - $72.2K
|
21.8K
$578K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.65K+ 3.49% |
$68K - $71.3K
|
78.4K
$2.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.39K+ 2.09% |
$61.4K - $64.4K
|
117K
$3.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.2K+ 3.86% |
$56.4K - $59.2K
|
59.1K
$1.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.02K+ 5.79% |
$51.8K - $54.3K
|
36.8K
$978K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.98K+ 12.92% |
$50.8K - $53.3K
|
17.3K
$459K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.97K+ 2.93% |
$50.5K - $53K
|
69.1K
$1.84M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.55K+ 11.86% |
$39.7K - $41.6K
|
14.6K
$387K
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.38K+ 6.96% |
$35.3K - $37.1K
|
21.2K
$562K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.15K+ 47.42% |
$29.5K - $31K
|
3.57K
$94.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.06K+ 4.7% |
$27.1K - $28.5K
|
23.5K
$625K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.05K+ 3.96% |
$26.9K - $28.2K
|
27.5K
$730K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
997+ 1.46% |
$25.6K - $26.9K
|
69.1K
$1.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
992+ 2.34% |
$25.5K - $26.7K
|
43.4K
$1.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
769+ 0.86% |
$19.7K - $20.7K
|
90.7K
$2.41M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
726+ 5.6% |
$18.6K - $19.6K
|
13.7K
$364K
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
690+ 0.69% |
$17.7K - $18.6K
|
101K
$2.69M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
615+ 82.77% |
$15.8K - $16.6K
|
1.36K
$36.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
594New |
$15.3K - $16K
|
594
$15.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
554+ 0.86% |
$14.2K - $14.9K
|
65K
$1.73M
|
|
|
Jan 20, 2026
Q4 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
551+ 0.23% |
$14.1K - $14.8K
|
242K
$6.43M
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
423+ 0.63% |
$10.9K - $11.4K
|
67.6K
$1.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
408+ 2.71% |
$10.5K - $11K
|
15.5K
$411K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
385+ 1.06% |
$9.89K - $10.4K
|
36.8K
$978K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
372New |
$9.55K - $10K
|
372
$9.88K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
344+ 0.95% |
$8.83K - $9.27K
|
36.7K
$976K
|
|
|
Jan 22, 2026
Q4 2025
|
Schwab Charitable Fund
|
BUY
|
- |
99+ 0.44% |
$2.54K - $2.67K
|
22.4K
$594K
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
52+ 0.44% |
$1.34K - $1.4K
|
11.8K
$313K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
49+ 0.45% |
$1.26K - $1.32K
|
11K
$293K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
48+ 0.45% |
$1.23K - $1.29K
|
10.6K
$283K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
36+ 0.02% |
$924 - $970
|
189K
$5.02M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
35+ 0.45% |
$899 - $943
|
7.89K
$210K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
30+ 0.22% |
$770 - $809
|
13.5K
$360K
|
|
|
Jan 23, 2026
Q4 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.01% |
$668 - $701
|
382K
$10.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
18+ 0.34% |
$462 - $485
|
5.38K
$143K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
13+ 0.44% |
$334 - $350
|
2.98K
$79.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.06% |
$257 - $270
|
15.6K
$416K
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.31% |
$180 - $189
|
2.24K
$59.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
6+ 0.42% |
$154 - $162
|
1.43K
$37.9K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.05% |
$128 - $135
|
9.99K
$265K
|
|