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 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
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.44K+ 2.23% |
$59.5K - $64.3K
|
112K
$2.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5.96KNew |
$145K - $157K
|
5.96K
$158K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-14- 4.67% |
$341 - $369
|
286
$7.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-27.2K- 75.35% |
$663K - $716K
|
8.9K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.88K+ 2.45% |
$241K - $260K
|
413K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
46.2K+ 164.79% |
$1.13M - $1.22M
|
74.3K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.6K- 5.35% |
$38.9K - $42.1K
|
28.2K
$750K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.69KNew |
$188K - $203K
|
7.69K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.59K- 4.61% |
$63K - $68.1K
|
53.5K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.8K+ 3.76% |
$1.56M - $1.68M
|
1.76M
$46.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
54.9KNew |
$1.34M - $1.45M
|
54.9K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-966- 3.02% |
$23.6K - $25.4K
|
31.1K
$825K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
245+ 1.87% |
$5.97K - $6.45K
|
13.4K
$355K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-60- 1.39% |
$1.46K - $1.58K
|
4.27K
$113K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.5K+ 0.49% |
$281K - $303K
|
2.35M
$62.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.05K- 1.45% |
$147K - $159K
|
411K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-54- 0.06% |
$1.32K - $1.42K
|
97.5K
$2.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
876+ 1.73% |
$21.4K - $23.1K
|
51.4K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.2K- 6.53% |
$712K - $769K
|
418K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-98K- 33.86% |
$2.39M - $2.58M
|
191K
$5.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
12.5KNew |
$305K - $330K
|
12.5K
$333K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10.2K- 1.48% |
$249K - $269K
|
681K
$18.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.59M- 45.65% |
$38.9M - $42M
|
1.9M
$50.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.13K+ 5.32% |
$27.6K - $29.8K
|
22.4K
$594K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-23- 0.1% |
$561 - $606
|
23.7K
$629K
|
|