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 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.25K+ 10.28% |
$30.4K - $32.9K
|
13.4K
$356K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.25K+ 11.02% |
$30.4K - $32.8K
|
12.5K
$333K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 5.8% |
$29.1K - $31.4K
|
21.8K
$578K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.18K+ 76.49% |
$28.8K - $31.1K
|
2.73K
$72.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.13K+ 5.32% |
$27.6K - $29.8K
|
22.4K
$594K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.13K+ 0.2% |
$27.5K - $29.7K
|
565K
$15M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.03K+ 0.55% |
$25K - $27.1K
|
188K
$4.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
969+ 30.4% |
$23.6K - $25.5K
|
4.16K
$110K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
946+ 1.18% |
$23.1K - $24.9K
|
80.8K
$2.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
921New |
$22.5K - $24.3K
|
921
$24.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
885+ 0.34% |
$21.6K - $23.3K
|
262K
$6.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
885+ 0.73% |
$21.6K - $23.3K
|
123K
$3.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
876+ 1.73% |
$21.4K - $23.1K
|
51.4K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
842+ 9.1% |
$20.5K - $22.2K
|
10.1K
$268K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
840New |
$20.5K - $22.1K
|
840
$22.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
820+ 8.09% |
$20K - $21.6K
|
11K
$291K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
817+ 3.63% |
$19.9K - $21.5K
|
23.3K
$620K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
817+ 0.63% |
$19.9K - $21.5K
|
131K
$3.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
796+ 0.24% |
$19.4K - $21K
|
333K
$8.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
795+ 4.77% |
$19.4K - $20.9K
|
17.5K
$464K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
777+ 91.52% |
$18.9K - $20.5K
|
1.63K
$43.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
743New |
$18.1K - $19.6K
|
743
$19.7K
|
|
|
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 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
340+ 0.53% |
$8.29K - $8.96K
|
64.9K
$1.73M
|
|
|
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
|
|