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 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
885+ 0.34% |
$21.6K - $23.3K
|
262K
$6.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
8.04KNew |
$196K - $212K
|
8.04K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
13.8K+ 12.21% |
$336K - $364K
|
127K
$3.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.8K- 2.34% |
$311K - $336K
|
532K
$14.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-58.3K- 60.83% |
$1.42M - $1.54M
|
37.5K
$997K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-489- 1.68% |
$11.9K - $12.9K
|
28.6K
$760K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.96M+ 1.73% |
$170M - $183M
|
409M
$10.9B
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
20.6K+ 5.86% |
$502K - $542K
|
372K
$9.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.43K- 7.66% |
$34.9K - $37.7K
|
17.3K
$459K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-21.8K- 2.79% |
$531K - $574K
|
758K
$20.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-577- 5.17% |
$14.1K - $15.2K
|
10.6K
$281K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.29K+ 219.0% |
$80.1K - $86.5K
|
4.79K
$127K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
78.9K+ 20.8% |
$1.92M - $2.08M
|
458K
$12.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-88.8K- 40.53% |
$2.16M - $2.34M
|
130K
$3.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.59K+ 2850.0% |
$87.5K - $94.6K
|
3.72K
$98.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
9.19KNew |
$224K - $242K
|
9.19K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
45.2K+ 0.98% |
$1.1M - $1.19M
|
4.67M
$124M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14.2K+ 90.47% |
$345K - $373K
|
29.8K
$792K
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-80.8K- 12.44% |
$1.97M - $2.13M
|
569K
$15.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5.69K- 2.01% |
$139K - $150K
|
278K
$7.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-463- 0.27% |
$11.3K - $12.2K
|
174K
$4.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.94K- 3.35% |
$145K - $157K
|
171K
$4.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.5K+ 0.68% |
$36.5K - $39.5K
|
223K
$5.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-154- 1.06% |
$3.75K - $4.06K
|
14.4K
$382K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.97KNew |
$194K - $210K
|
7.97K
$212K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.45K- 7.69% |
$35.4K - $38.2K
|
17.4K
$463K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
154+ 0.58% |
$3.75K - $4.06K
|
26.5K
$704K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.18K- 5.89% |
$28.7K - $31.1K
|
18.9K
$501K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.52K- 35.71% |
$183K - $198K
|
13.5K
$360K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
200K+ 5.89% |
$4.88M - $5.27M
|
3.6M
$95.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.32K- 17.52% |
$154K - $166K
|
29.7K
$790K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
211+ 1.35% |
$5.14K - $5.56K
|
15.8K
$421K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-192- 0.05% |
$4.68K - $5.06K
|
409K
$10.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-50.2K- 26.57% |
$1.23M - $1.32M
|
139K
$3.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.88KNew |
$192K - $208K
|
7.88K
$209K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-10- 0.02% |
$244 - $263
|
55.6K
$1.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.69KNew |
$41.3K - $44.6K
|
1.69K
$45K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.2K- 2.28% |
$29.3K - $31.7K
|
51.6K
$1.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
921New |
$22.5K - $24.3K
|
921
$24.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-1.11K- 5.08% |
$26.9K - $29.1K
|
20.6K
$548K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
219+ 0.41% |
$5.34K - $5.77K
|
53.3K
$1.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.26K+ 83.55% |
$177K - $191K
|
16K
$424K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-520- 1.91% |
$12.7K - $13.7K
|
26.7K
$711K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.7K+ 5.65% |
$262K - $283K
|
201K
$5.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
397+ 0.6% |
$9.68K - $10.5K
|
66.6K
$1.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
8+ 0.01% |
$195 - $211
|
74K
$1.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.44K+ 5.98% |
$157K - $170K
|
114K
$3.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
9+ 0.44% |
$219 - $237
|
2.08K
$55.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-517- 1.84% |
$12.6K - $13.6K
|
27.6K
$733K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-305- 1.99% |
$7.44K - $8.03K
|
15K
$400K
|
|