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 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
743New |
$18.1K - $19.6K
|
743
$19.7K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
735+ 3.54% |
$17.9K - $19.4K
|
21.5K
$571K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
641+ 7.03% |
$15.6K - $16.9K
|
9.76K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
637New |
$15.5K - $16.8K
|
637
$16.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
627+ 2.75% |
$15.3K - $16.5K
|
23.4K
$621K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
626New |
$15.3K - $16.5K
|
626
$16.6K
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
615New |
$15K - $16.2K
|
615
$16.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
597New |
$14.6K - $15.7K
|
597
$15.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
583+ 1.61% |
$14.2K - $15.4K
|
36.8K
$978K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
583+ 12.65% |
$14.2K - $15.4K
|
5.19K
$138K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
568+ 5.83% |
$13.8K - $15K
|
10.3K
$274K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
566+ 0.5% |
$13.8K - $14.9K
|
115K
$3.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
546+ 0.48% |
$13.3K - $14.4K
|
114K
$3.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
518New |
$12.6K - $13.6K
|
518
$13.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
518+ 1.46% |
$12.6K - $13.6K
|
36K
$957K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
504New |
$12.3K - $13.3K
|
504
$13.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
474+ 0.94% |
$11.6K - $12.5K
|
51K
$1.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
462+ 0.06% |
$11.3K - $12.2K
|
760K
$20.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
459New |
$11.2K - $12.1K
|
459
$12.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
431New |
$10.5K - $11.4K
|
431
$11.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
420+ 2.08% |
$10.2K - $11.1K
|
20.6K
$547K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
412+ 6.53% |
$10K - $10.9K
|
6.72K
$179K
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
397+ 0.6% |
$9.68K - $10.5K
|
66.6K
$1.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
369New |
$9K - $9.72K
|
369
$9.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
345+ 2.21% |
$8.41K - $9.09K
|
15.9K
$423K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
340+ 0.53% |
$8.29K - $8.96K
|
64.9K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
327+ 3.23% |
$7.97K - $8.61K
|
10.4K
$277K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
320New |
$7.8K - $8.43K
|
320
$8.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
314+ 0.99% |
$7.66K - $8.27K
|
32K
$850K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
279+ 5.06% |
$6.8K - $7.35K
|
5.8K
$154K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
271+ 3.27% |
$6.61K - $7.14K
|
8.57K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
268+ 5.8% |
$6.53K - $7.06K
|
4.89K
$130K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
252+ 0.39% |
$6.14K - $6.64K
|
64.4K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
245+ 1.87% |
$5.97K - $6.45K
|
13.4K
$355K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
231New |
$5.63K - $6.08K
|
231
$6.14K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
219+ 0.41% |
$5.34K - $5.77K
|
53.3K
$1.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
211+ 1.35% |
$5.14K - $5.56K
|
15.8K
$421K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
178+ 3.43% |
$4.34K - $4.69K
|
5.36K
$142K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
177+ 1.36% |
$4.32K - $4.66K
|
13.2K
$352K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
159New |
$3.88K - $4.19K
|
159
$4.22K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
154+ 0.58% |
$3.75K - $4.06K
|
26.5K
$704K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
148+ 0.42% |
$3.61K - $3.9K
|
35.8K
$951K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
126+ 1.52% |
$3.07K - $3.32K
|
8.4K
$223K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
114+ 0.27% |
$2.78K - $3K
|
42.4K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
107+ 0.75% |
$2.61K - $2.82K
|
14.5K
$384K
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
102+ 0.41% |
$2.49K - $2.69K
|
24.9K
$661K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
101+ 0.38% |
$2.46K - $2.66K
|
26.6K
$708K
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
BUY
|
- |
92+ 0.41% |
$2.24K - $2.42K
|
22.3K
$592K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
90+ 0.26% |
$2.19K - $2.37K
|
35.2K
$936K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
87+ 0.19% |
$2.12K - $2.29K
|
45.4K
$1.21M
|
|