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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
98.2KNew |
$2.05M - $2.41M
|
98.2K
$2.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.1K+ 45.97% |
$85.5K - $101K
|
13K
$346K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.59KNew |
$53.9K - $63.5K
|
2.59K
$68.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
56New |
$1.17K - $1.37K
|
56
$1.49K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.19K- 8.39% |
$24.8K - $29.2K
|
13K
$345K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
25KNew |
$520K - $613K
|
25K
$664K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
10.9KNew |
$227K - $267K
|
10.9K
$289K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-156K- 67.5% |
$3.25M - $3.83M
|
75.2K
$2M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-2.98K- 50.0% |
$62.1K - $73.1K
|
2.98K
$79.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
619+ 0.73% |
$12.9K - $15.2K
|
86K
$2.28M
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
21.3KNew |
$492K - $534K
|
21.3K
$567K
|
|
|
Aug 13, 2025
Q1 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-85- 0.48% |
$1.96K - $2.13K
|
17.5K
$464K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-12.3KClosed |
$283K - $307K
|
0
$0
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
9.02KNew |
$208K - $226K
|
9.02K
$240K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4.36KNew |
$100K - $109K
|
4.36K
$116K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
117New |
$2.69K - $2.93K
|
117
$3.11K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
759+ 5.84% |
$17.5K - $19K
|
13.7K
$365K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
27New |
$622 - $675
|
27
$717
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
165+ 2.91% |
$3.8K - $4.13K
|
5.83K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
13.8KNew |
$318K - $345K
|
13.8K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20K+ 28.4% |
$460K - $500K
|
90.3K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
11.4KNew |
$261K - $284K
|
11.4K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.43KNew |
$79K - $85.8K
|
3.43K
$91.2K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-773- 5.53% |
$17.8K - $19.3K
|
13.2K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$271K - $294K
|
11.8K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-4.49K- 95.59% |
$103K - $112K
|
207
$5.5K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
65New |
$1.5K - $1.63K
|
65
$1.73K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.62KNew |
$60.4K - $65.6K
|
2.62K
$69.7K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.4KNew |
$286K - $310K
|
12.4K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-83.1K- 87.75% |
$1.91M - $2.08M
|
11.6K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
16.6K+ 80.32% |
$383K - $416K
|
37.3K
$992K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.77KNew |
$110K - $119K
|
4.77K
$127K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
11.8KNew |
$272K - $295K
|
11.8K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
633+ 11.15% |
$14.6K - $15.8K
|
6.31K
$168K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.1KNew |
$279K - $303K
|
12.1K
$321K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-756- 6.39% |
$17.4K - $18.9K
|
11.1K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$297K - $322K
|
12.9K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.03% |
$69.1 - $75
|
9.12K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
327New |
$7.53K - $8.18K
|
327
$8.69K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.4KNew |
$262K - $284K
|
11.4K
$302K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
738+ 171.23% |
$17K - $18.5K
|
1.17K
$31.1K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
79.8KNew |
$1.84M - $2M
|
79.8K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.04KNew |
$24K - $26K
|
1.04K
$27.7K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
596+ 79.47% |
$13.7K - $14.9K
|
1.35K
$35.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.36K- 11.17% |
$31.4K - $34.1K
|
10.8K
$288K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
420+ 600.0% |
$9.67K - $10.5K
|
490
$13K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
925+ 0.07% |
$21.3K - $23.1K
|
1.39M
$36.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2.67K- 81.19% |
$61.4K - $66.7K
|
618
$16.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-12- 0.07% |
$276 - $300
|
17.5K
$466K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
34.5K+ 0.93% |
$794K - $862K
|
3.76M
$99.8M
|
|