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 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.9K+ 8.26% |
$266K - $287K
|
143K
$3.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.32K+ 6.81% |
$56.6K - $61.1K
|
36.4K
$967K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
796+ 0.24% |
$19.4K - $21K
|
333K
$8.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
7.83K+ 45.23% |
$191K - $206K
|
25.1K
$668K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.67K- 12.72% |
$40.7K - $44K
|
11.5K
$305K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.67K+ 52.76% |
$138K - $149K
|
16.4K
$436K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-31K- 1.29% |
$757K - $817K
|
2.38M
$63.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
19.3K+ 2.25% |
$470K - $508K
|
878K
$23.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9.51KNew |
$232K - $250K
|
9.51K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.68KNew |
$187K - $202K
|
7.68K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-35- 0.2% |
$853 - $922
|
17.1K
$454K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23.3K+ 33.93% |
$567K - $613K
|
91.9K
$2.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.65K- 1.36% |
$40.3K - $43.6K
|
120K
$3.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.79K+ 25.86% |
$166K - $179K
|
33.1K
$879K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.6K+ 13.48% |
$1.04M - $1.12M
|
359K
$9.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
24.4KNew |
$596K - $644K
|
24.4K
$650K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
412+ 6.53% |
$10K - $10.9K
|
6.72K
$179K
|
|
|
Nov 04, 2025
Q3 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-162- 0.04% |
$3.95K - $4.27K
|
382K
$10.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-5.31K- 2.99% |
$130K - $140K
|
172K
$4.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.76K- 1.45% |
$67.2K - $72.6K
|
188K
$4.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.55M- 99.99% |
$37.8M - $40.8M
|
186
$4.94K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
44New |
$1.07K - $1.16K
|
44
$1.17K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
126+ 1.52% |
$3.07K - $3.32K
|
8.4K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-136- 5.74% |
$3.32K - $3.58K
|
2.23K
$59.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
12.8K+ 10.34% |
$312K - $337K
|
136K
$3.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.64K- 96.04% |
$88.6K - $95.8K
|
150
$3.99K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.42K+ 9.85% |
$108K - $116K
|
49.2K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-228K- 3.56% |
$5.55M - $5.99M
|
6.17M
$164M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
8.12KNew |
$198K - $214K
|
8.12K
$216K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.97K+ 12.53% |
$72.5K - $78.3K
|
26.7K
$709K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
101+ 0.38% |
$2.46K - $2.66K
|
26.6K
$708K
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
242KNew |
$5.89M - $6.36M
|
242K
$6.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
27+ 0.2% |
$658 - $711
|
13.5K
$359K
|
|
|
Nov 03, 2025
Q3 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-271- 0.15% |
$6.61K - $7.14K
|
180K
$4.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.67K+ 3.42% |
$65.1K - $70.4K
|
80.8K
$2.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.24K+ 7.25% |
$152K - $164K
|
92.3K
$2.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-106K- 5.33% |
$2.57M - $2.78M
|
1.88M
$49.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-1- 1.14% |
$24.4 - $26.3
|
87
$2.31K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
16.1K+ 9.58% |
$393K - $425K
|
185K
$4.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
30+ 0.41% |
$731 - $790
|
7.31K
$194K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
7+ 0.39% |
$171 - $184
|
1.82K
$48.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 11.68% |
$1.22K - $1.32K
|
378
$10K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.96KNew |
$194K - $210K
|
7.96K
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-2.67K- 48.06% |
$65.2K - $70.4K
|
2.89K
$76.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-14.1K- 2.13% |
$343K - $370K
|
644K
$17.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
462+ 0.06% |
$11.3K - $12.2K
|
760K
$20.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
985KNew |
$24M - $26M
|
985K
$26.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.16K- 35.81% |
$28.2K - $30.5K
|
2.08K
$55.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
23.2K+ 53.8% |
$565K - $610K
|
66.3K
$1.76M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.84K+ 4232.61% |
$142K - $154K
|
5.98K
$159K
|
|