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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6.11K- 3.59% |
$149K - $161K
|
164K
$4.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-37- 0.06% |
$902 - $975
|
56.9K
$1.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.6K+ 1306.01% |
$185K - $200K
|
8.18K
$217K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15.5KNew |
$377K - $407K
|
15.5K
$411K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.23KNew |
$54.4K - $58.8K
|
2.23K
$59.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
504New |
$12.3K - $13.3K
|
504
$13.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-165- 6.92% |
$4.02K - $4.35K
|
2.22K
$59K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
231New |
$5.63K - $6.08K
|
231
$6.14K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-944- 5.81% |
$23K - $24.9K
|
15.3K
$407K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-32.6K- 89.09% |
$795K - $859K
|
3.99K
$106K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
14K+ 32.63% |
$341K - $368K
|
56.8K
$1.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
7.99K+ 13.76% |
$195K - $210K
|
66.1K
$1.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-334- 8.56% |
$8.14K - $8.8K
|
3.57K
$94.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-803- 5.85% |
$19.6K - $21.2K
|
12.9K
$343K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-113- 0.09% |
$2.75K - $2.98K
|
130K
$3.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.06K+ 5.88% |
$25.8K - $27.9K
|
19.1K
$507K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.73K- 0.42% |
$42.1K - $45.5K
|
406K
$10.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
314+ 0.99% |
$7.66K - $8.27K
|
32K
$850K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
39.6K+ 1.51% |
$964K - $1.04M
|
2.66M
$70.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.34K- 1.31% |
$32.6K - $35.2K
|
101K
$2.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-27.3K- 43.92% |
$666K - $719K
|
34.9K
$926K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-552- 0.61% |
$13.5K - $14.5K
|
89.9K
$2.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-902- 10.26% |
$22K - $23.8K
|
7.89K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-177- 0.69% |
$4.32K - $4.66K
|
25.4K
$675K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
151K+ 9.6% |
$3.69M - $3.98M
|
1.73M
$45.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.85K- 3.68% |
$45.2K - $48.8K
|
48.6K
$1.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
327+ 3.23% |
$7.97K - $8.61K
|
10.4K
$277K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.45K- 2.26% |
$35.4K - $38.2K
|
62.9K
$1.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-5.42K- 0.37% |
$132K - $143K
|
1.44M
$38.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 4.21% |
$35.7K - $38.6K
|
33.3K
$886K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
431New |
$10.5K - $11.4K
|
431
$11.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
9.06KNew |
$221K - $239K
|
9.06K
$241K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
369New |
$9K - $9.72K
|
369
$9.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
BUY
|
- |
243K+ 2.85% |
$5.93M - $6.41M
|
8.77M
$233M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
SELL
|
- |
-5.27K- 21.23% |
$128K - $139K
|
19.5K
$519K
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
1.38K+ 0.24% |
$33.7K - $36.4K
|
589K
$15.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-100- 0.32% |
$2.44K - $2.63K
|
31.3K
$832K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13.2K+ 3.62% |
$321K - $347K
|
376K
$10M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
177+ 1.36% |
$4.32K - $4.66K
|
13.2K
$352K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$444K - $480K
|
18.2K
$484K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.1K- 84.04% |
$75.5K - $81.5K
|
588
$15.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-12K- 58.2% |
$293K - $317K
|
8.64K
$229K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.11K- 16.05% |
$27K - $29.2K
|
5.79K
$154K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-178- 1.05% |
$4.34K - $4.69K
|
16.8K
$447K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.69K+ 0.92% |
$65.6K - $70.9K
|
294K
$7.81M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14.5K- 2.27% |
$354K - $382K
|
624K
$16.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.69K- 10.47% |
$41.2K - $44.5K
|
14.4K
$384K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-23.6K- 31.32% |
$575K - $621K
|
51.7K
$1.37M
|
|