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
|
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
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.1K+ 45.73% |
$464K - $502K
|
60.7K
$1.61M
|
|
|
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
|
|
|
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 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 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12.8KNew |
$312K - $337K
|
12.8K
$340K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
12.8K+ 10.34% |
$312K - $337K
|
136K
$3.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
12.5KNew |
$305K - $330K
|
12.5K
$333K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.4K+ 36.19% |
$301K - $326K
|
46.5K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 3.46% |
$290K - $313K
|
355K
$9.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.7K+ 101.59% |
$286K - $309K
|
23.3K
$618K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.5K+ 0.49% |
$281K - $303K
|
2.35M
$62.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11.5K+ 28.38% |
$280K - $303K
|
52K
$1.38M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
11.4KNew |
$277K - $299K
|
11.4K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
11.3KNew |
$275K - $297K
|
11.3K
$299K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10.9K+ 4.41% |
$266K - $287K
|
258K
$6.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.9K+ 8.26% |
$266K - $287K
|
143K
$3.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.7K+ 5.65% |
$262K - $283K
|
201K
$5.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.7KNew |
$260K - $281K
|
10.7K
$284K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.6KNew |
$257K - $278K
|
10.6K
$280K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$244K - $264K
|
10K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.88K+ 2.45% |
$241K - $260K
|
413K
$11M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.84K+ 1.05% |
$240K - $259K
|
952K
$25.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.51KNew |
$232K - $250K
|
9.51K
$253K
|
|