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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.09K+ 0.63% |
$50.9K - $55K
|
334K
$8.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
24.3K+ 104.05% |
$592K - $640K
|
47.6K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
61.7KNew |
$1.5M - $1.63M
|
61.7K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
30.1K+ 59.67% |
$735K - $794K
|
80.6K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.7KNew |
$188K - $203K
|
7.7K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
842+ 9.1% |
$20.5K - $22.2K
|
10.1K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.35K+ 21.73% |
$57.4K - $62K
|
13.2K
$350K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134K+ 4.54% |
$3.27M - $3.53M
|
3.09M
$82.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
177K+ 3.76% |
$4.33M - $4.67M
|
4.9M
$130M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40.8K+ 4.21% |
$994K - $1.07M
|
1.01M
$26.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
30.6K+ 23.16% |
$745K - $805K
|
163K
$4.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-47.4K- 28.76% |
$1.16M - $1.25M
|
118K
$3.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-6.88K- 35.16% |
$168K - $181K
|
12.7K
$337K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-16.2K- 20.73% |
$394K - $426K
|
61.8K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.26K+ 11.62% |
$79.6K - $85.9K
|
31.4K
$833K
|
|
|
Nov 14, 2025
Q3 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2.6K+ 2.86% |
$63.4K - $68.5K
|
93.5K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15K+ 5.35% |
$367K - $396K
|
296K
$7.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.43K- 15.21% |
$108K - $117K
|
24.7K
$656K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
99.7K+ 2.9% |
$2.43M - $2.63M
|
3.54M
$93.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.44K- 3.12% |
$133K - $143K
|
169K
$4.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 3.64% |
$50.6K - $54.7K
|
54.9K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37K+ 3.34% |
$902K - $975K
|
1.14M
$30.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16KNew |
$391K - $422K
|
16K
$426K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.32K+ 1.83% |
$203K - $219K
|
464K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
119K+ 114.49% |
$2.91M - $3.15M
|
224K
$5.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-253- 12.87% |
$6.17K - $6.66K
|
1.71K
$45.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20K+ 1.48% |
$488K - $527K
|
1.37M
$36.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-8- 0.07% |
$195 - $211
|
11.1K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-7.79K- 0.13% |
$190K - $205K
|
5.83M
$155M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
320New |
$7.8K - $8.43K
|
320
$8.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-44.9K- 11.86% |
$1.09M - $1.18M
|
334K
$8.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
6.68K+ 7.36% |
$163K - $176K
|
97.6K
$2.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
43.8K+ 7.96% |
$1.07M - $1.15M
|
594K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11.5K+ 28.38% |
$280K - $303K
|
52K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.77K+ 0.67% |
$43.1K - $46.5K
|
266K
$7.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
820+ 8.09% |
$20K - $21.6K
|
11K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2.24KNew |
$54.7K - $59.1K
|
2.24K
$59.6K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
946+ 1.18% |
$23.1K - $24.9K
|
80.8K
$2.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.13K+ 0.2% |
$27.5K - $29.7K
|
565K
$15M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-379- 3.48% |
$9.24K - $9.98K
|
10.5K
$279K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.28K- 1.97% |
$31.2K - $33.7K
|
63.8K
$1.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
217KNew |
$5.28M - $5.7M
|
217K
$5.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.62K- 0.11% |
$88.1K - $95.2K
|
3.14M
$83.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
11.3KNew |
$275K - $297K
|
11.3K
$299K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
86+ 0.72% |
$2.1K - $2.27K
|
12K
$320K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
568+ 5.83% |
$13.8K - $15K
|
10.3K
$274K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
840New |
$20.5K - $22.1K
|
840
$22.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.07K- 18.83% |
$124K - $134K
|
21.8K
$581K
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-200- 1.92% |
$4.88K - $5.27K
|
10.2K
$272K
|
|