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 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
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
37.2K+ 45.9% |
$906K - $979K
|
118K
$3.14M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20K+ 1.48% |
$488K - $527K
|
1.37M
$36.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
19.3K+ 2.25% |
$470K - $508K
|
878K
$23.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
18.6KNew |
$453K - $489K
|
18.6K
$494K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
18.3K+ 2.21% |
$446K - $482K
|
845K
$22.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$444K - $480K
|
18.2K
$484K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.6K+ 51.87% |
$405K - $438K
|
48.7K
$1.29M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
16.5KNew |
$403K - $436K
|
16.5K
$440K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16.2K+ 23.44% |
$395K - $427K
|
85.3K
$2.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
16.1K+ 9.58% |
$393K - $425K
|
185K
$4.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16KNew |
$391K - $422K
|
16K
$426K
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
15.7K+ 2.64% |
$383K - $414K
|
611K
$16.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
15.5K+ 18.25% |
$379K - $409K
|
101K
$2.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.5K+ 11.17% |
$377K - $407K
|
154K
$4.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15.5KNew |
$377K - $407K
|
15.5K
$411K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15K+ 5.35% |
$367K - $396K
|
296K
$7.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
15K+ 1.57% |
$367K - $396K
|
971K
$25.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15K+ 1.89% |
$365K - $394K
|
808K
$21.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
14.3K+ 4.0% |
$348K - $376K
|
371K
$9.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14.2K+ 90.47% |
$345K - $373K
|
29.8K
$792K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
14K+ 32.63% |
$341K - $368K
|
56.8K
$1.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
13.8K+ 12.21% |
$336K - $364K
|
127K
$3.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13.2K+ 3.62% |
$321K - $347K
|
376K
$10M
|
|