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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
290K+ 637.12% |
$7.46M - $7.83M
|
336K
$8.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
150K+ 126.89% |
$3.85M - $4.04M
|
268K
$7.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
94.1K+ 932.12% |
$2.42M - $2.54M
|
104K
$2.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
90.1K+ 10.9% |
$2.31M - $2.43M
|
917K
$24.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
89.9K+ 121.35% |
$2.31M - $2.42M
|
164K
$4.36M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
61.1K+ 21.92% |
$1.57M - $1.65M
|
340K
$9.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
57.7K+ 1.89% |
$1.48M - $1.56M
|
3.11M
$82.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
48.5K+ 48.24% |
$1.25M - $1.31M
|
149K
$3.96M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
48.5K+ 3.84% |
$1.25M - $1.31M
|
1.31M
$34.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
44.9K+ 7.35% |
$1.15M - $1.21M
|
655K
$17.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
42.8KNew |
$1.1M - $1.15M
|
42.8K
$1.14M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
34.6K+ 2.39% |
$889K - $932K
|
1.48M
$39.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
28.3K+ 3.5% |
$726K - $762K
|
837K
$22.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28K+ 19.46% |
$719K - $754K
|
172K
$4.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15.8KNew |
$407K - $427K
|
15.8K
$421K
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
13.1KNew |
$337K - $354K
|
13.1K
$349K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
13.1KNew |
$336K - $352K
|
13.1K
$347K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
12.3KNew |
$317K - $332K
|
12.3K
$328K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
10.8KNew |
$277K - $291K
|
10.8K
$287K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9.72K+ 2.58% |
$250K - $262K
|
386K
$10.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.64K+ 54.19% |
$222K - $233K
|
24.6K
$653K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.63K+ 24.1% |
$221K - $232K
|
44.4K
$1.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
8.57KNew |
$220K - $231K
|
8.57K
$228K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.55KNew |
$194K - $203K
|
7.55K
$201K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.43KNew |
$191K - $200K
|
7.43K
$197K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.54K+ 2.22% |
$168K - $176K
|
300K
$7.98M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.06K+ 4.24% |
$156K - $163K
|
149K
$3.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5.27K+ 13.24% |
$135K - $142K
|
45.1K
$1.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.01K+ 1.81% |
$129K - $135K
|
282K
$7.49M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.48K+ 1.12% |
$89.2K - $93.7K
|
314K
$8.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.88K+ 0.71% |
$73.9K - $77.6K
|
409K
$10.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.68K+ 14.03% |
$68.8K - $72.2K
|
21.8K
$578K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.65K+ 3.49% |
$68K - $71.3K
|
78.4K
$2.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.39K+ 2.09% |
$61.4K - $64.4K
|
117K
$3.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.98K+ 12.92% |
$50.8K - $53.3K
|
17.3K
$459K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.55K+ 11.86% |
$39.7K - $41.6K
|
14.6K
$387K
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.38K+ 6.96% |
$35.3K - $37.1K
|
21.2K
$562K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.15K+ 47.42% |
$29.5K - $31K
|
3.57K
$94.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.05K+ 3.96% |
$26.9K - $28.2K
|
27.5K
$730K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
997+ 1.46% |
$25.6K - $26.9K
|
69.1K
$1.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
992+ 2.34% |
$25.5K - $26.7K
|
43.4K
$1.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
769+ 0.86% |
$19.7K - $20.7K
|
90.7K
$2.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
554+ 0.86% |
$14.2K - $14.9K
|
65K
$1.73M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
372New |
$9.55K - $10K
|
372
$9.88K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
49+ 0.45% |
$1.26K - $1.32K
|
11K
$293K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
48+ 0.45% |
$1.23K - $1.29K
|
10.6K
$283K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
36+ 0.02% |
$924 - $970
|
189K
$5.02M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
35+ 0.45% |
$899 - $943
|
7.89K
$210K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
30+ 0.22% |
$770 - $809
|
13.5K
$360K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
18+ 0.34% |
$462 - $485
|
5.38K
$143K
|
|