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 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.49K- 2.15% |
$36.4K - $39.3K
|
68.1K
$1.81M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.15K+ 346.54% |
$52.5K - $56.7K
|
2.77K
$73.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
48.2K+ 10.11% |
$1.18M - $1.27M
|
525K
$13.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.16K+ 8.3% |
$52.7K - $56.9K
|
28.2K
$749K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-10.6K- 43.28% |
$259K - $280K
|
13.9K
$370K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3K- 9.68% |
$73K - $78.9K
|
28K
$743K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.01K- 6.37% |
$97.7K - $106K
|
58.9K
$1.57M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-2.02K- 14.0% |
$49.2K - $53.1K
|
12.4K
$329K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.25K+ 10.28% |
$30.4K - $32.9K
|
13.4K
$356K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12.8KNew |
$312K - $337K
|
12.8K
$340K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
12+ 0.41% |
$293 - $316
|
2.97K
$78.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.9K- 12.14% |
$46.3K - $50K
|
13.7K
$365K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-590- 4.7% |
$14.4K - $15.5K
|
12K
$318K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-165- 27.92% |
$4.02K - $4.35K
|
426
$11.3K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.5K- 12.45% |
$1.76M - $2.07M
|
594K
$15.8M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
9.03KNew |
$188K - $222K
|
9.03K
$240K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.8K+ 116.94% |
$307K - $362K
|
27.4K
$727K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
204New |
$4.25K - $5.01K
|
204
$5.42K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-7.86KClosed |
$164K - $193K
|
0
$0
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.59K- 23.97% |
$54K - $63.6K
|
8.22K
$218K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-231- 3.81% |
$4.81K - $5.67K
|
5.83K
$155K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
267New |
$5.56K - $6.55K
|
267
$7.09K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.79K+ 24.86% |
$58.1K - $68.5K
|
14K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.55K- 69.96% |
$32.3K - $38.1K
|
666
$17.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
31.2KNew |
$650K - $766K
|
31.2K
$829K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
10.2KNew |
$213K - $251K
|
10.2K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.4KNew |
$1.28M - $1.51M
|
61.4K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
499K+ 664.54% |
$10.4M - $12.3M
|
574K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.85KNew |
$184K - $217K
|
8.85K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
32.9KNew |
$687K - $809K
|
32.9K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-5.7K- 8.7% |
$119K - $140K
|
59.8K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
114+ 200.0% |
$2.38K - $2.8K
|
171
$4.54K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-2.3K- 9.43% |
$48K - $56.5K
|
22.1K
$588K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
9.45K+ 32.9% |
$197K - $232K
|
38.2K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
20.5KNew |
$427K - $503K
|
20.5K
$545K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.51K- 2.66% |
$31.4K - $37K
|
55.2K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
10.2KNew |
$213K - $251K
|
10.2K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 13.04% |
$938 - $1.1K
|
300
$7.97K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.7K- 2.22% |
$223K - $263K
|
470K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-54- 0.6% |
$1.13K - $1.33K
|
8.98K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.31K- 2.29% |
$27.2K - $32K
|
55.8K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-24.5K- 72.97% |
$511K - $602K
|
9.09K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.6KNew |
$304K - $358K
|
14.6K
$388K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-348- 86.57% |
$7.25K - $8.54K
|
54
$1.43K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
19.1KNew |
$398K - $468K
|
19.1K
$507K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
441New |
$9.19K - $10.8K
|
441
$11.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
71.5KNew |
$1.49M - $1.75M
|
71.5K
$1.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.08K- 3.31% |
$43.4K - $51.1K
|
60.8K
$1.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.35K- 23.62% |
$111K - $131K
|
17.3K
$459K
|
|