Latest Institutional Transactions on Schwab Fundamental U S Large C (FNDX)
This table provides information on the latest institutional transactions involving Schwab Fundamental U S Large C (FNDX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.48K- 7.88% |
$38K - $39.9K
|
17.3K
$460K
|
|
|
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 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.02K- 6.75% |
$103K - $108K
|
55.5K
$1.47M
|
|
|
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 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-5.07K- 25.89% |
$130K - $137K
|
14.5K
$386K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
992+ 2.34% |
$25.5K - $26.7K
|
43.4K
$1.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-12.2K- 1.29% |
$312K - $327K
|
927K
$24.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-78.2K- 12.31% |
$2.01M - $2.11M
|
557K
$14.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5.27K+ 13.24% |
$135K - $142K
|
45.1K
$1.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
6+ 0.42% |
$154 - $162
|
1.43K
$37.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.15K+ 47.42% |
$29.5K - $31K
|
3.57K
$94.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.55KNew |
$194K - $203K
|
7.55K
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
57.7K+ 1.89% |
$1.48M - $1.56M
|
3.11M
$82.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-87- 0.47% |
$2.23K - $2.34K
|
18.3K
$486K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
150K+ 126.89% |
$3.85M - $4.04M
|
268K
$7.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-6.99K- 0.94% |
$179K - $188K
|
737K
$19.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15.8KNew |
$407K - $427K
|
15.8K
$421K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
10.8KNew |
$277K - $291K
|
10.8K
$287K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
12.3KNew |
$317K - $332K
|
12.3K
$328K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
48.5K+ 48.24% |
$1.25M - $1.31M
|
149K
$3.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
49+ 0.45% |
$1.26K - $1.32K
|
11K
$293K
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
44.9K+ 7.35% |
$1.15M - $1.21M
|
655K
$17.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.43KNew |
$191K - $200K
|
7.43K
$197K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-94- 0.72% |
$2.41K - $2.53K
|
13K
$346K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
372New |
$9.55K - $10K
|
372
$9.88K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-9.39K- 10.84% |
$241K - $253K
|
77.2K
$2.05M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
61.1K+ 21.92% |
$1.57M - $1.65M
|
340K
$9.03M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
89.9K+ 121.35% |
$2.31M - $2.42M
|
164K
$4.36M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.32K- 9.05% |
$33.9K - $35.6K
|
13.3K
$352K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-27.5K- 7.08% |
$705K - $740K
|
360K
$9.57M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-153- 10.44% |
$3.93K - $4.12K
|
1.31K
$34.9K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14K- 25.13% |
$341K - $368K
|
41.7K
$1.11M
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
615New |
$15K - $16.2K
|
615
$16.3K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.24K+ 7.05% |
$152K - $164K
|
94.7K
$2.52M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.91K- 1.1% |
$46.6K - $50.4K
|
171K
$4.55M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
11.4KNew |
$277K - $299K
|
11.4K
$302K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.24% |
$24.4 - $26.3
|
418
$11.1K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-793- 0.17% |
$19.3K - $20.9K
|
479K
$12.7M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.8K- 13.74% |
$312K - $337K
|
80.3K
$2.13M
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
110K+ 18.57% |
$2.68M - $2.9M
|
703K
$18.7M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-67.6K- 3.17% |
$1.65M - $1.78M
|
2.06M
$54.8M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
7.25K+ 283.53% |
$177K - $191K
|
9.8K
$260K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20.2K- 6.31% |
$492K - $531K
|
299K
$7.96M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
279+ 5.06% |
$6.8K - $7.35K
|
5.8K
$154K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
16.5KNew |
$403K - $436K
|
16.5K
$440K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
719K+ 4.41% |
$17.5M - $18.9M
|
17M
$452M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$244K - $264K
|
10K
$266K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.09K+ 3.42% |
$75.3K - $81.3K
|
93.3K
$2.48M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.05K- 9.46% |
$49.9K - $53.9K
|
19.6K
$520K
|
|