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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
8.09K+ 7.48% |
$197K - $213K
|
116K
$3.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
626New |
$15.3K - $16.5K
|
626
$16.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.92KNew |
$46.7K - $50.4K
|
1.92K
$50.9K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-2.9K- 3.03% |
$70.6K - $76.3K
|
92.8K
$2.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
90+ 0.26% |
$2.19K - $2.37K
|
35.2K
$936K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-875- 0.43% |
$21.3K - $23K
|
203K
$5.39M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.99K+ 5.56% |
$97.2K - $105K
|
75.7K
$2.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7.07K+ 5.43% |
$172K - $186K
|
137K
$3.65M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-501- 0.61% |
$12.2K - $13.2K
|
81.9K
$2.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-9.78K- 0.16% |
$238K - $257K
|
6.05M
$161M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
2.15K+ 9.28% |
$52.4K - $56.6K
|
25.3K
$672K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-783- 8.72% |
$19.1K - $20.6K
|
8.2K
$218K
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-1.25K- 12.76% |
$30.5K - $32.9K
|
8.54K
$227K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
36+ 0.42% |
$878 - $948
|
8.64K
$230K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-54- 2.26% |
$1.32K - $1.42K
|
2.34K
$62.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-407- 5.98% |
$9.92K - $10.7K
|
6.39K
$170K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
69+ 0.29% |
$1.68K - $1.82K
|
23.6K
$626K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
178+ 3.43% |
$4.34K - $4.69K
|
5.36K
$142K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
148+ 0.42% |
$3.61K - $3.9K
|
35.8K
$951K
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
107+ 0.75% |
$2.61K - $2.82K
|
14.5K
$384K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-570- 2.53% |
$13.9K - $15K
|
21.9K
$583K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
817+ 0.63% |
$19.9K - $21.5K
|
131K
$3.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
37.2KNew |
$906K - $979K
|
37.2K
$987K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11K+ 4.13% |
$267K - $289K
|
277K
$7.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.27K- 3.7% |
$55.3K - $59.8K
|
59.1K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.04KNew |
$98.5K - $106K
|
4.04K
$107K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
8.97KNew |
$219K - $236K
|
8.97K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.56K+ 1.3% |
$62.4K - $67.4K
|
200K
$5.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
30.6K+ 14.57% |
$746K - $806K
|
240K
$6.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5K+ 16.24% |
$122K - $132K
|
35.8K
$951K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.94K+ 0.18% |
$47.2K - $51K
|
1.06M
$28.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-10.1K- 2.33% |
$247K - $267K
|
424K
$11.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.4K+ 36.19% |
$301K - $326K
|
46.5K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9.04KNew |
$220K - $238K
|
9.04K
$240K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.71K+ 2.96% |
$115K - $124K
|
164K
$4.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-132K- 19.7% |
$3.21M - $3.47M
|
537K
$14.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
5.09K+ 1.52% |
$124K - $134K
|
340K
$9.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-151K- 7.35% |
$3.67M - $3.97M
|
1.9M
$50.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
5.83K+ 1.4% |
$142K - $154K
|
424K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-159- 1.86% |
$3.88K - $4.19K
|
8.38K
$223K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.88KNew |
$216K - $234K
|
8.88K
$236K
|
|
|
Oct 22, 2025
Q3 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
15K+ 1.57% |
$367K - $396K
|
971K
$25.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
518+ 1.46% |
$12.6K - $13.6K
|
36K
$957K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-17.7K- 5.39% |
$431K - $465K
|
310K
$8.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10.9K+ 4.41% |
$266K - $287K
|
258K
$6.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.19KNew |
$224K - $242K
|
9.19K
$244K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-3.52K- 5.19% |
$85.7K - $92.6K
|
64.2K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
32.4K+ 22.19% |
$789K - $853K
|
178K
$4.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50.8K- 55.22% |
$1.24M - $1.34M
|
41.2K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
885+ 0.73% |
$21.6K - $23.3K
|
123K
$3.26M
|
|