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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-159- 1.86% |
$3.88K - $4.19K
|
8.38K
$223K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.88KNew |
$216K - $234K
|
8.88K
$236K
|
|
|
Oct 22, 2025
Q3 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
15K+ 1.57% |
$367K - $396K
|
971K
$25.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
518+ 1.46% |
$12.6K - $13.6K
|
36K
$957K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-17.7K- 5.39% |
$431K - $465K
|
310K
$8.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10.9K+ 4.41% |
$266K - $287K
|
258K
$6.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.19KNew |
$224K - $242K
|
9.19K
$244K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-3.52K- 5.19% |
$85.7K - $92.6K
|
64.2K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
32.4K+ 22.19% |
$789K - $853K
|
178K
$4.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50.8K- 55.22% |
$1.24M - $1.34M
|
41.2K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
885+ 0.73% |
$21.6K - $23.3K
|
123K
$3.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
268+ 5.8% |
$6.53K - $7.06K
|
4.89K
$130K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-18.5K- 3.31% |
$451K - $487K
|
540K
$14.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
48New |
$1.17K - $1.26K
|
48
$1.28K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 3.23% |
$24.4 - $26.3
|
32
$850
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
345+ 2.21% |
$8.41K - $9.09K
|
15.9K
$423K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
43+ 0.41% |
$1.05K - $1.13K
|
10.6K
$282K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-255- 1.74% |
$6.22K - $6.72K
|
14.4K
$384K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
87+ 0.19% |
$2.12K - $2.29K
|
45.4K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
39.1K+ 5.13% |
$954K - $1.03M
|
801K
$21.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
5.44K+ 37.93% |
$133K - $143K
|
19.8K
$526K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19.3K- 10.87% |
$471K - $509K
|
158K
$4.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
7.77KNew |
$189K - $205K
|
7.77K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
440K+ 75.29% |
$10.7M - $11.6M
|
1.03M
$27.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
49+ 0.42% |
$1.19K - $1.29K
|
11.7K
$312K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
43.2K+ 23.78% |
$1.05M - $1.14M
|
225K
$5.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.61K- 3.43% |
$39.2K - $42.4K
|
45.3K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-16.1K- 3.43% |
$391K - $423K
|
452K
$12M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
546+ 0.48% |
$13.3K - $14.4K
|
114K
$3.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-189- 0.53% |
$4.61K - $4.98K
|
35.2K
$936K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
627+ 2.75% |
$15.3K - $16.5K
|
23.4K
$621K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-25.9K- 6.93% |
$631K - $681K
|
347K
$9.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.6KNew |
$257K - $278K
|
10.6K
$280K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.05% |
$122 - $132
|
9.98K
$265K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
597New |
$14.6K - $15.7K
|
597
$15.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
56.6K+ 2.47% |
$1.38M - $1.49M
|
2.35M
$62.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.06K- 58.71% |
$25.9K - $28K
|
747
$19.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
795+ 4.77% |
$19.4K - $20.9K
|
17.5K
$464K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.34K+ 6.51% |
$57K - $61.6K
|
38.2K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.88K+ 1.73% |
$45.7K - $49.4K
|
110K
$2.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
474+ 0.94% |
$11.6K - $12.5K
|
51K
$1.36M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
735+ 3.54% |
$17.9K - $19.4K
|
21.5K
$571K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
459New |
$11.2K - $12.1K
|
459
$12.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
294K+ 119.19% |
$7.18M - $7.76M
|
541K
$14.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
43+ 0.34% |
$1.05K - $1.13K
|
12.5K
$332K
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.73K- 3.65% |
$42.1K - $45.5K
|
45.6K
$1.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-7.72K- 10.31% |
$188K - $203K
|
67.2K
$1.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
63.6K+ 4.33% |
$1.55M - $1.68M
|
1.53M
$40.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.18K+ 76.49% |
$28.8K - $31.1K
|
2.73K
$72.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-229- 0.25% |
$5.58K - $6.03K
|
91.7K
$2.44M
|
|