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
|
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
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
566+ 0.5% |
$13.8K - $14.9K
|
115K
$3.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
8.46KNew |
$206K - $223K
|
8.46K
$225K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-2.46K- 11.36% |
$59.9K - $64.7K
|
19.2K
$509K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-780- 3.35% |
$19K - $20.5K
|
22.5K
$597K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.69KNew |
$187K - $203K
|
7.69K
$204K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-22.6K- 10.12% |
$552K - $596K
|
201K
$5.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-8.54K- 21.95% |
$208K - $225K
|
30.4K
$806K
|
|
|
Nov 06, 2025
Q3 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-2.21K- 0.53% |
$53.8K - $58.2K
|
414K
$11M
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
6+ 0.05% |
$146 - $158
|
12.7K
$338K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.33K- 4.29% |
$130K - $140K
|
119K
$3.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
55.5K+ 11.32% |
$1.35M - $1.46M
|
546K
$14.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
1.27K+ 6.87% |
$31K - $33.5K
|
19.8K
$526K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
159New |
$3.88K - $4.19K
|
159
$4.22K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-195- 0.31% |
$4.75K - $5.14K
|
63.7K
$1.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.83KNew |
$215K - $232K
|
8.83K
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-691- 5.43% |
$16.8K - $18.2K
|
12K
$320K
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-38- 0.16% |
$926 - $1K
|
23.7K
$631K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.6K+ 51.87% |
$405K - $438K
|
48.7K
$1.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-72- 17.14% |
$1.76K - $1.9K
|
348
$9.25K
|
|
|
Nov 06, 2025
Q3 2025
|
Asset Planning Corporation
|
SELL
|
- |
-902- 2.05% |
$22K - $23.8K
|
43.1K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.54K- 2.93% |
$37.4K - $40.5K
|
50.9K
$1.35M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-526- 1.36% |
$12.8K - $13.9K
|
38K
$1.01M
|
|