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 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
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-326- 3.12% |
$8.37K - $8.79K
|
10.1K
$269K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-332- 0.08% |
$8.53K - $8.95K
|
409K
$10.9M
|
|
|
Jan 28, 2026
Q4 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-354- 0.93% |
$9.09K - $9.54K
|
37.7K
$1M
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-428- 10.59% |
$11K - $11.5K
|
3.61K
$96K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-433- 3.15% |
$11.1K - $11.7K
|
13.3K
$354K
|
|
|
Jan 27, 2026
Q4 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-441- 0.63% |
$11.3K - $11.9K
|
69.6K
$1.85M
|
|
|
Jan 26, 2026
Q4 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-507- 5.7% |
$13K - $13.7K
|
8.39K
$223K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-515- 3.79% |
$13.2K - $13.9K
|
13.1K
$347K
|
|
|
Jan 26, 2026
Q4 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-542- 5.53% |
$13.9K - $14.6K
|
9.26K
$246K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-598- 0.65% |
$15.4K - $16.1K
|
91.1K
$2.42M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-837- 30.72% |
$21.5K - $22.6K
|
1.89K
$50.2K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-934- 9.82% |
$24K - $25.2K
|
8.57K
$228K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-935- 5.94% |
$24K - $25.2K
|
14.8K
$393K
|
|
|
Jan 20, 2026
Q4 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-955- 8.24% |
$24.5K - $25.7K
|
10.6K
$283K
|
|
|
Jan 27, 2026
Q4 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-972- 0.34% |
$25K - $26.2K
|
284K
$7.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-996- 3.18% |
$25.6K - $26.8K
|
30.3K
$805K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.14K- 8.13% |
$29.2K - $30.6K
|
12.8K
$341K
|
|
|
Jan 23, 2026
Q4 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.17K- 1.43% |
$30K - $31.5K
|
80.8K
$2.15M
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.23K- 11.61% |
$31.6K - $33.1K
|
9.36K
$249K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.32K- 9.05% |
$33.9K - $35.6K
|
13.3K
$352K
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.41K- 8.53% |
$36.3K - $38.1K
|
15.1K
$402K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.48K- 7.88% |
$38K - $39.9K
|
17.3K
$460K
|
|
|
Jan 13, 2026
Q4 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.7K- 7.89% |
$43.5K - $45.7K
|
19.8K
$525K
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.79K- 1.41% |
$46.1K - $48.3K
|
125K
$3.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.25K- 4.34% |
$57.7K - $60.5K
|
49.5K
$1.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-2.68K- 0.71% |
$68.7K - $72.1K
|
375K
$9.95M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
SELL
|
- |
-2.75K- 2.92% |
$70.5K - $74K
|
91.4K
$2.43M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.79K- 5.48% |
$71.7K - $75.3K
|
48.2K
$1.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.54K- 26.12% |
$90.9K - $95.4K
|
10K
$266K
|
|
|
Jan 27, 2026
Q4 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.73K- 1.42% |
$95.7K - $100K
|
258K
$6.86M
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.87K- 6.64% |
$99.3K - $104K
|
54.3K
$1.44M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.02K- 6.75% |
$103K - $108K
|
55.5K
$1.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-4.02K- 22.06% |
$103K - $108K
|
14.2K
$377K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-4.56K- 78.81% |
$117K - $123K
|
1.23K
$32.6K
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.82K- 8.16% |
$124K - $130K
|
54.3K
$1.44M
|
|
|
Jan 26, 2026
Q4 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-4.9K- 1.32% |
$126K - $132K
|
367K
$9.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-5.07K- 25.89% |
$130K - $137K
|
14.5K
$386K
|
|
|
Jan 21, 2026
Q4 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-5.14K- 3.49% |
$132K - $139K
|
142K
$3.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-5.83K- 3.55% |
$150K - $157K
|
158K
$4.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.88K- 5.33% |
$151K - $158K
|
104K
$2.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.98K- 85.27% |
$179K - $188K
|
1.21K
$32K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-6.99K- 0.94% |
$179K - $188K
|
737K
$19.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-7.45K- 6.41% |
$191K - $201K
|
109K
$2.89M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-9.39K- 10.84% |
$241K - $253K
|
77.2K
$2.05M
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-9.51K- 0.36% |
$244K - $256K
|
2.65M
$70.4M
|
|
|
Jan 28, 2026
Q4 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-10.7K- 4.34% |
$276K - $289K
|
237K
$6.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-11K- 9.27% |
$283K - $297K
|
108K
$2.87M
|
|