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 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9.51KNew |
$232K - $250K
|
9.51K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
9.19KNew |
$224K - $242K
|
9.19K
$244K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.19KNew |
$224K - $242K
|
9.19K
$244K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
9.06KNew |
$221K - $239K
|
9.06K
$241K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9.04KNew |
$220K - $238K
|
9.04K
$240K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
8.97KNew |
$219K - $236K
|
8.97K
$238K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.88KNew |
$216K - $234K
|
8.88K
$236K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.83KNew |
$215K - $232K
|
8.83K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8.61K+ 31.84% |
$210K - $227K
|
35.6K
$947K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.58K+ 16.49% |
$209K - $226K
|
60.6K
$1.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
8.46KNew |
$206K - $223K
|
8.46K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.32K+ 1.83% |
$203K - $219K
|
464K
$12.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
8.12KNew |
$198K - $214K
|
8.12K
$216K
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
8.09K+ 7.48% |
$197K - $213K
|
116K
$3.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
8.04KNew |
$196K - $212K
|
8.04K
$214K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
8KNew |
$195K - $211K
|
8K
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
7.99K+ 13.76% |
$195K - $210K
|
66.1K
$1.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.97KNew |
$194K - $210K
|
7.97K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7.97KNew |
$194K - $210K
|
7.97K
$212K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.96KNew |
$194K - $210K
|
7.96K
$211K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
7.93K+ 225.09% |
$193K - $209K
|
11.5K
$304K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.88KNew |
$192K - $208K
|
7.88K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.86KNew |
$192K - $207K
|
7.86K
$209K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.83KNew |
$191K - $206K
|
7.83K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
7.83K+ 45.23% |
$191K - $206K
|
25.1K
$668K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
7.77KNew |
$189K - $205K
|
7.77K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.7KNew |
$188K - $203K
|
7.7K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.69KNew |
$188K - $203K
|
7.69K
$204K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.69KNew |
$187K - $203K
|
7.69K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.68KNew |
$187K - $202K
|
7.68K
$204K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
7.61KNew |
$186K - $200K
|
7.61K
$202K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.6K+ 1306.01% |
$185K - $200K
|
8.18K
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.49K+ 1041.72% |
$183K - $197K
|
8.21K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.26K+ 83.55% |
$177K - $191K
|
16K
$424K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
7.25K+ 283.53% |
$177K - $191K
|
9.8K
$260K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.08K+ 60.62% |
$173K - $187K
|
18.8K
$499K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7.07K+ 5.43% |
$172K - $186K
|
137K
$3.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.79K+ 25.86% |
$166K - $179K
|
33.1K
$879K
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
6.68K+ 7.36% |
$163K - $176K
|
97.6K
$2.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.44K+ 5.98% |
$157K - $170K
|
114K
$3.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.24K+ 7.25% |
$152K - $164K
|
92.3K
$2.45M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.24K+ 7.05% |
$152K - $164K
|
94.7K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5.96KNew |
$145K - $157K
|
5.96K
$158K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.84K+ 4232.61% |
$142K - $154K
|
5.98K
$159K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
5.83K+ 1.4% |
$142K - $154K
|
424K
$11.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
5.79K+ 0.88% |
$141K - $153K
|
663K
$17.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.68K+ 10.81% |
$138K - $150K
|
58.2K
$1.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.67K+ 52.76% |
$138K - $149K
|
16.4K
$436K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
5.44K+ 37.93% |
$133K - $143K
|
19.8K
$526K
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
5.09K+ 1.52% |
$124K - $134K
|
340K
$9.04M
|
|