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 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
43.1K+ 28.44% |
$1.05M - $1.13M
|
195K
$5.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.01M+ 28.33% |
$24.5M - $26.5M
|
4.55M
$121M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.51% |
$73.1 - $79
|
587
$15.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.44K- 13.94% |
$206K - $222K
|
52.1K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.82K- 4.78% |
$68.8K - $74.4K
|
56.3K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 18.25% |
$51.2K - $55.3K
|
13.6K
$362K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
1.47K+ 0.76% |
$35.8K - $38.7K
|
195K
$5.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
18.6KNew |
$453K - $489K
|
18.6K
$494K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
88.4KNew |
$2.16M - $2.33M
|
88.4K
$2.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.34K+ 8.08% |
$32.6K - $35.2K
|
17.9K
$475K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-843- 2.56% |
$20.6K - $22.2K
|
32.1K
$853K
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-9.54K- 12.43% |
$233K - $251K
|
67.2K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.63K- 4.74% |
$137K - $148K
|
113K
$3M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8.94K- 14.97% |
$218K - $235K
|
50.7K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
94.1KNew |
$2.29M - $2.48M
|
94.1K
$2.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.38K- 0.12% |
$58K - $62.6K
|
2.05M
$54.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.17K- 3.07% |
$28.6K - $30.9K
|
37K
$983K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 5.8% |
$29.1K - $31.4K
|
21.8K
$578K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.51KNew |
$232K - $250K
|
9.51K
$253K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
57New |
$1.39K - $1.5K
|
57
$1.51K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-199- 9.85% |
$4.85K - $5.24K
|
1.82K
$48.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
5+ 0.36% |
$122 - $132
|
1.41K
$37.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
969+ 30.4% |
$23.6K - $25.5K
|
4.16K
$110K
|
|
|
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
|
|