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 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
|
|
|
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
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2.24KNew |
$54.7K - $59.1K
|
2.24K
$59.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.23KNew |
$54.4K - $58.8K
|
2.23K
$59.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
2.17K+ 45.18% |
$53K - $57.2K
|
6.98K
$185K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.16K+ 8.3% |
$52.7K - $56.9K
|
28.2K
$749K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.15K+ 346.54% |
$52.5K - $56.7K
|
2.77K
$73.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
2.15K+ 9.28% |
$52.4K - $56.6K
|
25.3K
$672K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 18.25% |
$51.2K - $55.3K
|
13.6K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.09K+ 0.63% |
$50.9K - $55K
|
334K
$8.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.94K+ 0.18% |
$47.2K - $51K
|
1.06M
$28.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.92KNew |
$46.7K - $50.4K
|
1.92K
$50.9K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.9K+ 11188.24% |
$46.4K - $50.1K
|
1.92K
$51K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.88K+ 1.73% |
$45.7K - $49.4K
|
110K
$2.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
1.87K+ 0.25% |
$45.7K - $49.4K
|
766K
$20.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.77K+ 0.67% |
$43.1K - $46.5K
|
266K
$7.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.74KNew |
$42.5K - $45.9K
|
1.74K
$46.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.69KNew |
$41.3K - $44.6K
|
1.69K
$45K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.63KNew |
$39.6K - $42.8K
|
1.63K
$43.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.6K+ 6.79% |
$38.9K - $42K
|
25.1K
$667K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.58K+ 14.11% |
$38.4K - $41.5K
|
12.8K
$339K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.5K+ 0.68% |
$36.5K - $39.5K
|
223K
$5.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
1.47K+ 0.76% |
$35.8K - $38.7K
|
195K
$5.17M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.4K+ 7.88% |
$34.1K - $36.8K
|
19.1K
$509K
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
1.38K+ 0.24% |
$33.7K - $36.4K
|
589K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.34K+ 8.08% |
$32.6K - $35.2K
|
17.9K
$475K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
1.27K+ 6.87% |
$31K - $33.5K
|
19.8K
$526K
|
|