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
|
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 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
5.58K+ 2.04% |
$136K - $147K
|
279K
$7.41M
|
|
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5K+ 16.24% |
$122K - $132K
|
35.8K
$951K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.71K+ 2.96% |
$115K - $124K
|
164K
$4.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.46K+ 15.39% |
$109K - $118K
|
33.5K
$889K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.42K+ 9.85% |
$108K - $116K
|
49.2K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.04KNew |
$98.5K - $106K
|
4.04K
$107K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.99K+ 5.56% |
$97.2K - $105K
|
75.7K
$2.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.59K+ 2850.0% |
$87.5K - $94.6K
|
3.72K
$98.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3.3K+ 2.29% |
$80.5K - $86.9K
|
148K
$3.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.29K+ 219.0% |
$80.1K - $86.5K
|
4.79K
$127K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.26K+ 11.62% |
$79.6K - $85.9K
|
31.4K
$833K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3.19K+ 26.73% |
$77.7K - $83.9K
|
15.1K
$401K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.09K+ 3.42% |
$75.3K - $81.3K
|
93.3K
$2.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
3.01K+ 139.26% |
$73.3K - $79.2K
|
5.17K
$137K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.97K+ 12.53% |
$72.5K - $78.3K
|
26.7K
$709K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.97KNew |
$72.4K - $78.2K
|
2.97K
$78.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.96K+ 2.39% |
$72.2K - $78K
|
127K
$3.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.91K+ 11.19% |
$70.9K - $76.6K
|
28.9K
$768K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.69K+ 0.92% |
$65.6K - $70.9K
|
294K
$7.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.67K+ 3.42% |
$65.1K - $70.4K
|
80.8K
$2.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.65K+ 15.44% |
$64.6K - $69.8K
|
19.8K
$526K
|
|
|
Nov 14, 2025
Q3 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2.6K+ 2.86% |
$63.4K - $68.5K
|
93.5K
$2.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.56K+ 1.3% |
$62.4K - $67.4K
|
200K
$5.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.44K+ 2.23% |
$59.5K - $64.3K
|
112K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.35K+ 21.73% |
$57.4K - $62K
|
13.2K
$350K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.34K+ 6.51% |
$57K - $61.6K
|
38.2K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.32K+ 6.81% |
$56.6K - $61.1K
|
36.4K
$967K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.26K+ 0.64% |
$55K - $59.4K
|
354K
$9.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.25K+ 10.46% |
$54.8K - $59.2K
|
23.7K
$631K
|
|