Latest Institutional Purchases of Schwab Fundamental U S Large C (FNDX)
This list provides information on the latest institutional transactions involving Schwab Fundamental U S Large C (FNDX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.96M+ 1.73% |
$170M - $183M
|
409M
$10.9B
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.01M+ 28.33% |
$24.5M - $26.5M
|
4.55M
$121M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
985KNew |
$24M - $26M
|
985K
$26.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
872K+ 409338.5% |
$21.3M - $23M
|
872K
$23.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
719K+ 4.41% |
$17.5M - $18.9M
|
17M
$452M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
483K+ 5.84% |
$11.8M - $12.7M
|
8.75M
$233M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
454K+ 121.64% |
$11.1M - $12M
|
827K
$22M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
440K+ 75.29% |
$10.7M - $11.6M
|
1.03M
$27.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
413K+ 22.12% |
$10.1M - $10.9M
|
2.28M
$60.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
294K+ 119.19% |
$7.18M - $7.76M
|
541K
$14.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
BUY
|
- |
243K+ 2.85% |
$5.93M - $6.41M
|
8.77M
$233M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
242KNew |
$5.89M - $6.36M
|
242K
$6.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
217KNew |
$5.28M - $5.7M
|
217K
$5.75M
|
|
|
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 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
187KNew |
$4.56M - $4.92M
|
187K
$4.97M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
185K+ 6.47% |
$4.52M - $4.89M
|
3.05M
$81.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
177K+ 3.76% |
$4.33M - $4.67M
|
4.9M
$130M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
151K+ 9.6% |
$3.69M - $3.98M
|
1.73M
$45.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
150K+ 879.97% |
$3.66M - $3.95M
|
167K
$4.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
149KNew |
$3.64M - $3.94M
|
149K
$3.97M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
147K+ 8.69% |
$3.58M - $3.87M
|
1.84M
$48.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
141K+ 470.17% |
$3.43M - $3.7M
|
170K
$4.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134K+ 4.54% |
$3.27M - $3.53M
|
3.09M
$82.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
133K+ 26.52% |
$3.24M - $3.5M
|
635K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
119K+ 114.49% |
$2.91M - $3.15M
|
224K
$5.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
115K+ 58.79% |
$2.8M - $3.03M
|
311K
$8.25M
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
110K+ 18.57% |
$2.68M - $2.9M
|
703K
$18.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
108K+ 112.88% |
$2.63M - $2.84M
|
203K
$5.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
99.7K+ 2.9% |
$2.43M - $2.63M
|
3.54M
$93.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
94.1KNew |
$2.29M - $2.48M
|
94.1K
$2.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
88.4KNew |
$2.16M - $2.33M
|
88.4K
$2.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
81K+ 140.14% |
$1.97M - $2.13M
|
139K
$3.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
78.9K+ 20.8% |
$1.92M - $2.08M
|
458K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
73.3KNew |
$1.79M - $1.93M
|
73.3K
$1.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
69.9K+ 14.36% |
$1.7M - $1.84M
|
557K
$14.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
BUY
|
- |
64.8K+ 7.42% |
$1.58M - $1.71M
|
939K
$24.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.8K+ 3.76% |
$1.56M - $1.68M
|
1.76M
$46.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
63.6K+ 4.33% |
$1.55M - $1.68M
|
1.53M
$40.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
62.7K+ 5.05% |
$1.53M - $1.65M
|
1.3M
$34.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
62.7K+ 5.05% |
$1.53M - $1.65M
|
1.3M
$34.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
61.7KNew |
$1.5M - $1.63M
|
61.7K
$1.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
56.6K+ 2.47% |
$1.38M - $1.49M
|
2.35M
$62.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
55.5K+ 11.32% |
$1.35M - $1.46M
|
546K
$14.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
55.4K+ 0.71% |
$1.35M - $1.46M
|
7.88M
$209M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
54.9KNew |
$1.34M - $1.45M
|
54.9K
$1.46M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
48.2K+ 10.11% |
$1.18M - $1.27M
|
525K
$13.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
48.1K+ 3.96% |
$1.17M - $1.27M
|
1.26M
$33.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
46.2K+ 164.79% |
$1.13M - $1.22M
|
74.3K
$1.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
45.2K+ 0.98% |
$1.1M - $1.19M
|
4.67M
$124M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
43.8K+ 7.96% |
$1.07M - $1.15M
|
594K
$15.8M
|
|