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
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
518New |
$12.6K - $13.6K
|
518
$13.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16.2K+ 23.44% |
$395K - $427K
|
85.3K
$2.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
2.17K+ 45.18% |
$53K - $57.2K
|
6.98K
$185K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.3K- 8.43% |
$275K - $297K
|
123K
$3.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3.3K+ 2.29% |
$80.5K - $86.9K
|
148K
$3.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
583+ 1.61% |
$14.2K - $15.4K
|
36.8K
$978K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-50.5K- 1.95% |
$1.23M - $1.33M
|
2.54M
$67.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.74KNew |
$42.5K - $45.9K
|
1.74K
$46.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
81K+ 140.14% |
$1.97M - $2.13M
|
139K
$3.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
102+ 0.41% |
$2.49K - $2.69K
|
24.9K
$661K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.58K+ 16.49% |
$209K - $226K
|
60.6K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.7KNew |
$260K - $281K
|
10.7K
$284K
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
SELL
|
- |
-72.1K- 39.68% |
$1.76M - $1.9M
|
110K
$2.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-77.4K- 7.31% |
$1.89M - $2.04M
|
982K
$26.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.46K+ 15.39% |
$109K - $118K
|
33.5K
$889K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.15K- 18.8% |
$52.4K - $56.6K
|
9.29K
$247K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.5KNew |
$207K - $224K
|
8.5K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.08K+ 60.62% |
$173K - $187K
|
18.8K
$499K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 3.46% |
$290K - $313K
|
355K
$9.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
7.93K+ 225.09% |
$193K - $209K
|
11.5K
$304K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
108K+ 112.88% |
$2.63M - $2.84M
|
203K
$5.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
29K+ 34.75% |
$707K - $764K
|
112K
$2.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.42K- 42.46% |
$205K - $222K
|
11.4K
$303K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7.97KNew |
$194K - $210K
|
7.97K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.6K+ 6.79% |
$38.9K - $42K
|
25.1K
$667K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8.61K+ 31.84% |
$210K - $227K
|
35.6K
$947K
|
|