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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
|
|
|
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
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
62.7K+ 5.05% |
$1.53M - $1.65M
|
1.3M
$34.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
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
|
|
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
43.2K+ 23.78% |
$1.05M - $1.14M
|
225K
$5.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
43.1K+ 28.44% |
$1.05M - $1.13M
|
195K
$5.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.6K+ 13.48% |
$1.04M - $1.12M
|
359K
$9.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40.8K+ 4.21% |
$994K - $1.07M
|
1.01M
$26.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
39.6K+ 1.51% |
$964K - $1.04M
|
2.66M
$70.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
39.1K+ 5.13% |
$954K - $1.03M
|
801K
$21.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
37.2KNew |
$906K - $979K
|
37.2K
$987K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37K+ 3.34% |
$902K - $975K
|
1.14M
$30.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
32.4K+ 22.19% |
$789K - $853K
|
178K
$4.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
30.6K+ 14.57% |
$746K - $806K
|
240K
$6.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
30.6K+ 23.16% |
$745K - $805K
|
163K
$4.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
30.1K+ 59.67% |
$735K - $794K
|
80.6K
$2.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
30K+ 11.73% |
$730K - $789K
|
285K
$7.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
29K+ 34.75% |
$707K - $764K
|
112K
$2.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
24.4KNew |
$596K - $644K
|
24.4K
$650K
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
24.4K+ 5.99% |
$595K - $643K
|
432K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
24.3K+ 104.05% |
$592K - $640K
|
47.6K
$1.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
24.3K+ 148.21% |
$592K - $639K
|
40.6K
$1.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
23.5K+ 5.17% |
$572K - $618K
|
477K
$12.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23.3K+ 33.93% |
$567K - $613K
|
91.9K
$2.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
23.2K+ 53.8% |
$565K - $610K
|
66.3K
$1.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
21.2K+ 1.6% |
$517K - $558K
|
1.34M
$35.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
20.6K+ 5.86% |
$502K - $542K
|
372K
$9.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
20K+ 23.5% |
$488K - $527K
|
105K
$2.79M
|
|