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 29, 2026
Q4 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-7.85K- 2.35% |
$201K - $211K
|
326K
$8.66M
|
|
|
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
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12.1K- 20.35% |
$310K - $326K
|
47.3K
$1.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-12.2K- 1.29% |
$312K - $327K
|
927K
$24.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-13.2K- 32.03% |
$339K - $356K
|
28K
$744K
|
|
|
Jan 27, 2026
Q4 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-14K- 1.32% |
$360K - $377K
|
1.05M
$27.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-18.3K- 21.7% |
$471K - $494K
|
66.1K
$1.76M
|
|
|
Jan 15, 2026
Q4 2025
|
Solitude Financial Services
|
SELL
|
- |
-20.7K- 2.2% |
$531K - $557K
|
918K
$24.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-23.8K- 9.78% |
$611K - $641K
|
220K
$5.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-26.2K- 14.45% |
$673K - $706K
|
155K
$4.12M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-27.5K- 7.08% |
$705K - $740K
|
360K
$9.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-40.8K- 2.17% |
$1.05M - $1.1M
|
1.84M
$48.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-51.7K- 5.32% |
$1.33M - $1.39M
|
919K
$24.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-57.6K- 10.64% |
$1.48M - $1.55M
|
484K
$12.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-78.2K- 12.31% |
$2.01M - $2.11M
|
557K
$14.8M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-200K- 7.89% |
$5.15M - $5.4M
|
2.34M
$62.2M
|
|