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 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-463- 0.77% |
$11.3K - $12.2K
|
59.4K
$1.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-827- 2.09% |
$20.2K - $21.8K
|
38.8K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.21K- 2.15% |
$151K - $164K
|
282K
$7.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.96K+ 2.39% |
$72.2K - $78K
|
127K
$3.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
141K+ 470.17% |
$3.43M - $3.7M
|
170K
$4.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
149KNew |
$3.64M - $3.94M
|
149K
$3.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.6K- 10.99% |
$39K - $42.1K
|
13K
$344K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-871- 4.0% |
$21.2K - $22.9K
|
20.9K
$556K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.91K+ 11.19% |
$70.9K - $76.6K
|
28.9K
$768K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
3.01K+ 139.26% |
$73.3K - $79.2K
|
5.17K
$137K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-20.1K- 7.53% |
$491K - $530K
|
247K
$6.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
777+ 91.52% |
$18.9K - $20.5K
|
1.63K
$43.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3.19K+ 26.73% |
$77.7K - $83.9K
|
15.1K
$401K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
637New |
$15.5K - $16.8K
|
637
$16.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
18.3K+ 2.21% |
$446K - $482K
|
845K
$22.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
340+ 0.53% |
$8.29K - $8.96K
|
64.9K
$1.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-1.67K- 6.59% |
$40.6K - $43.9K
|
23.6K
$628K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
8KNew |
$195K - $211K
|
8K
$213K
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
BUY
|
- |
92+ 0.41% |
$2.24K - $2.42K
|
22.3K
$592K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-875- 5.29% |
$21.3K - $23K
|
15.7K
$416K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.01K- 0.53% |
$24.7K - $26.7K
|
188K
$5.01M
|
|
|
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
|
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
|
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
|
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
|
|