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 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 28, 2026
Q4 2025
|
White Pine Investment CO
|
BUY
|
- |
707+ 0.12% |
$18.2K - $19.1K
|
590K
$15.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
690+ 0.69% |
$17.7K - $18.6K
|
101K
$2.69M
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
672+ 18.84% |
$17.3K - $18.1K
|
4.24K
$113K
|
|
|
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 27, 2026
Q4 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
399+ 6.24% |
$10.2K - $10.8K
|
6.79K
$180K
|
|
|
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 29, 2026
Q4 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
226New |
$5.8K - $6.09K
|
226
$6K
|
|
|
Jan 26, 2026
Q4 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
142+ 0.21% |
$3.65K - $3.83K
|
66.8K
$1.77M
|
|
|
Jan 28, 2026
Q4 2025
|
Glassman Wealth Services
|
BUY
|
- |
131+ 0.0% |
$3.36K - $3.53K
|
4.67M
$124M
|
|
|
Jan 22, 2026
Q4 2025
|
Schwab Charitable Fund
|
BUY
|
- |
99+ 0.44% |
$2.54K - $2.67K
|
22.4K
$594K
|
|
|
Jan 26, 2026
Q4 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
90+ 0.85% |
$2.31K - $2.43K
|
10.6K
$282K
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
54+ 0.11% |
$1.39K - $1.46K
|
48.6K
$1.29M
|
|
|
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
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$103 - $108
|
15.7K
$416K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-13- 0.03% |
$334 - $350
|
45.4K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-15- 0.18% |
$385 - $404
|
8.48K
$225K
|
|
|
Jan 21, 2026
Q4 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-53- 0.17% |
$1.36K - $1.43K
|
32K
$849K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-87- 2.18% |
$2.23K - $2.34K
|
3.91K
$104K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-87- 0.47% |
$2.23K - $2.34K
|
18.3K
$486K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-94- 0.72% |
$2.41K - $2.53K
|
13K
$346K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-106- 0.13% |
$2.72K - $2.86K
|
79.7K
$2.12M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-153- 10.44% |
$3.93K - $4.12K
|
1.31K
$34.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-187- 1.11% |
$4.8K - $5.04K
|
16.7K
$442K
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-191- 0.15% |
$4.9K - $5.15K
|
130K
$3.46M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-199- 0.52% |
$5.11K - $5.36K
|
38K
$1.01M
|
|
|
Jan 21, 2026
Q4 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-250- 24.65% |
$6.42K - $6.74K
|
764
$20.3K
|
|