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 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
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.49K+ 1041.72% |
$183K - $197K
|
8.21K
$218K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-124- 0.9% |
$3.02K - $3.27K
|
13.6K
$361K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 1.16% |
$24.4 - $26.3
|
87
$2.31K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.65K+ 15.44% |
$64.6K - $69.8K
|
19.8K
$526K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-400- 4.18% |
$9.75K - $10.5K
|
9.16K
$243K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-2.7K- 15.24% |
$65.8K - $71.1K
|
15K
$399K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9+ 0.41% |
$219 - $237
|
2.21K
$58.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
872K+ 409338.5% |
$21.3M - $23M
|
872K
$23.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
5.79K+ 0.88% |
$141K - $153K
|
663K
$17.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-694- 2.14% |
$16.9K - $18.3K
|
31.8K
$844K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
62.7K+ 5.05% |
$1.53M - $1.65M
|
1.3M
$34.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
817+ 3.63% |
$19.9K - $21.5K
|
23.3K
$620K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.63KNew |
$39.6K - $42.8K
|
1.63K
$43.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
62.7K+ 5.05% |
$1.53M - $1.65M
|
1.3M
$34.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.03K+ 0.55% |
$25K - $27.1K
|
188K
$4.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.26K+ 0.64% |
$55K - $59.4K
|
354K
$9.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-425- 2.65% |
$10.4K - $11.2K
|
15.6K
$415K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-240- 1.35% |
$5.85K - $6.32K
|
17.6K
$467K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-19.4K- 3.14% |
$473K - $511K
|
597K
$15.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 1.96% |
$24.4 - $26.3
|
52
$1.38K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.25K+ 10.46% |
$54.8K - $59.2K
|
23.7K
$631K
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-2.68K- 0.22% |
$65.3K - $70.6K
|
1.22M
$32.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
420+ 2.08% |
$10.2K - $11.1K
|
20.6K
$547K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.97KNew |
$72.4K - $78.2K
|
2.97K
$78.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
21.2K+ 1.6% |
$517K - $558K
|
1.34M
$35.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
33+ 0.37% |
$805 - $869
|
8.89K
$236K
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-19.8K- 68.18% |
$483K - $522K
|
9.25K
$246K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
51+ 0.35% |
$1.24K - $1.34K
|
14.8K
$393K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.83KNew |
$191K - $206K
|
7.83K
$208K
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
69.9K+ 14.36% |
$1.7M - $1.84M
|
557K
$14.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-405- 4.49% |
$9.87K - $10.7K
|
8.63K
$229K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
271+ 3.27% |
$6.61K - $7.14K
|
8.57K
$228K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
483K+ 5.84% |
$11.8M - $12.7M
|
8.75M
$233M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-5.94K- 25.48% |
$145K - $156K
|
17.4K
$461K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.68K+ 10.81% |
$138K - $150K
|
58.2K
$1.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
30K+ 11.73% |
$730K - $789K
|
285K
$7.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
24.3K+ 148.21% |
$592K - $639K
|
40.6K
$1.08M
|
|