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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
197K+ 46.14% |
$4.55M - $4.94M
|
625K
$14.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
113KNew |
$2.6M - $2.83M
|
113K
$2.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
78.2K+ 24.92% |
$1.8M - $1.95M
|
392K
$9.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
75.5K+ 1.26% |
$1.74M - $1.89M
|
6.05M
$142M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
72.5K+ 2.93% |
$1.67M - $1.81M
|
2.55M
$59.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
67.7K+ 2.5% |
$1.56M - $1.69M
|
2.78M
$64.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
45K+ 210.08% |
$1.04M - $1.12M
|
66.3K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
44.8K+ 5.85% |
$1.03M - $1.12M
|
811K
$19M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
37.5K+ 39.33% |
$863K - $937K
|
133K
$3.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
35.5K+ 2.55% |
$818K - $888K
|
1.43M
$33.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32.6K+ 3805.02% |
$751K - $816K
|
33.5K
$782K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
23.1K+ 2.21% |
$532K - $578K
|
1.07M
$24.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.2KNew |
$420K - $456K
|
18.2K
$426K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
14.2KNew |
$327K - $355K
|
14.2K
$332K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12.1KNew |
$280K - $304K
|
12.1K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11.1K+ 3.22% |
$256K - $278K
|
356K
$8.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
9.18K+ 9.37% |
$211K - $230K
|
107K
$2.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
8.92KNew |
$205K - $223K
|
8.92K
$209K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.69KNew |
$200K - $217K
|
8.69K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.1K+ 35.31% |
$186K - $202K
|
31K
$725K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.26K+ 90.28% |
$167K - $182K
|
15.3K
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
6.15K+ 17.29% |
$142K - $154K
|
41.7K
$975K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.18K+ 2.83% |
$119K - $130K
|
188K
$4.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.55K+ 14.99% |
$105K - $114K
|
34.9K
$816K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4.47K+ 7.32% |
$103K - $112K
|
65.5K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.39K+ 7.07% |
$101K - $110K
|
66.4K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.24K+ 16.57% |
$97.7K - $106K
|
29.8K
$698K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.21KNew |
$97K - $105K
|
4.21K
$98.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.15K+ 10.61% |
$95.7K - $104K
|
43.3K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.91K+ 0.54% |
$90K - $97.7K
|
728K
$17M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.56K+ 96.66% |
$82K - $89.1K
|
7.25K
$169K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.42KNew |
$55.8K - $60.6K
|
2.42K
$56.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.3K+ 6.51% |
$53.1K - $57.6K
|
37.7K
$881K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.8K+ 1.55% |
$41.3K - $44.9K
|
118K
$2.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.79K+ 1.38% |
$41.3K - $44.8K
|
131K
$3.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.29K+ 3.66% |
$29.7K - $32.2K
|
36.5K
$852K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.11K+ 1.67% |
$25.5K - $27.7K
|
67.3K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
594New |
$13.7K - $14.9K
|
594
$13.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
333+ 1.29% |
$7.67K - $8.33K
|
26.1K
$610K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
282+ 0.31% |
$6.49K - $7.05K
|
92.4K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
263+ 0.41% |
$6.06K - $6.58K
|
64.4K
$1.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
198+ 1.48% |
$4.56K - $4.95K
|
13.5K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
159+ 0.45% |
$3.66K - $3.98K
|
35.5K
$829K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
110New |
$2.53K - $2.75K
|
110
$2.57K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
108+ 0.45% |
$2.49K - $2.7K
|
24K
$560K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
37+ 0.1% |
$852 - $925
|
35.9K
$839K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6+ 0.35% |
$138 - $150
|
1.74K
$40.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.01% |
$92.1 - $100
|
30.9K
$724K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4+ 0.0% |
$92.1 - $100
|
85.4K
$2M
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
263M+ 200.98% |
$6.17B - $18.8B
|
393M
$9.19B
|
|