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 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-332- 0.08% |
$8.53K - $8.95K
|
409K
$10.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-23.8K- 9.78% |
$611K - $641K
|
220K
$5.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.54K+ 2.22% |
$168K - $176K
|
300K
$7.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
18+ 0.34% |
$462 - $485
|
5.38K
$143K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
769+ 0.86% |
$19.7K - $20.7K
|
90.7K
$2.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
8.57KNew |
$220K - $231K
|
8.57K
$228K
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$103 - $108
|
15.7K
$416K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-433- 3.15% |
$11.1K - $11.7K
|
13.3K
$354K
|
|
|
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
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-187- 1.11% |
$4.8K - $5.04K
|
16.7K
$442K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
35+ 0.45% |
$899 - $943
|
7.89K
$210K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.63K+ 24.1% |
$221K - $232K
|
44.4K
$1.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-13.2K- 32.03% |
$339K - $356K
|
28K
$744K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
13+ 0.44% |
$334 - $350
|
2.98K
$79.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
997+ 1.46% |
$25.6K - $26.9K
|
69.1K
$1.83M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
34.6K+ 2.39% |
$889K - $932K
|
1.48M
$39.3M
|
|
|
Jan 13, 2026
Q4 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.7K- 7.89% |
$43.5K - $45.7K
|
19.8K
$525K
|
|
|
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 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-2.68K- 0.71% |
$68.7K - $72.1K
|
375K
$9.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.05K+ 3.96% |
$26.9K - $28.2K
|
27.5K
$730K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
554+ 0.86% |
$14.2K - $14.9K
|
65K
$1.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28K+ 19.46% |
$719K - $754K
|
172K
$4.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
13.1KNew |
$336K - $352K
|
13.1K
$347K
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-18.3K- 21.7% |
$471K - $494K
|
66.1K
$1.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
90.1K+ 10.9% |
$2.31M - $2.43M
|
917K
$24.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.98K+ 12.92% |
$50.8K - $53.3K
|
17.3K
$459K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
94.1K+ 932.12% |
$2.42M - $2.54M
|
104K
$2.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
36+ 0.02% |
$924 - $970
|
189K
$5.02M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.65K+ 3.49% |
$68K - $71.3K
|
78.4K
$2.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-15- 0.18% |
$385 - $404
|
8.48K
$225K
|
|
|
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
|
|