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
|
Hb Wealth Management, LLC
|
BUY
|
- |
69+ 0.29% |
$1.68K - $1.82K
|
23.6K
$626K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
62+ 0.34% |
$1.51K - $1.63K
|
18.4K
$488K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
57New |
$1.39K - $1.5K
|
57
$1.51K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
55+ 0.35% |
$1.34K - $1.45K
|
15.7K
$418K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
51+ 0.35% |
$1.24K - $1.34K
|
14.8K
$393K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
49+ 0.42% |
$1.19K - $1.29K
|
11.7K
$312K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
48New |
$1.17K - $1.26K
|
48
$1.28K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
44New |
$1.07K - $1.16K
|
44
$1.17K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
43+ 0.41% |
$1.05K - $1.13K
|
10.6K
$282K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
43+ 0.34% |
$1.05K - $1.13K
|
12.5K
$332K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
36+ 0.42% |
$878 - $948
|
8.64K
$230K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
33+ 0.37% |
$805 - $869
|
8.89K
$236K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
30+ 0.41% |
$731 - $790
|
7.31K
$194K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
27+ 0.2% |
$658 - $711
|
13.5K
$359K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
22+ 0.01% |
$536 - $579
|
189K
$5.02M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
12+ 0.41% |
$293 - $316
|
2.97K
$78.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
9+ 0.44% |
$219 - $237
|
2.08K
$55.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9+ 0.41% |
$219 - $237
|
2.21K
$58.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
8+ 0.01% |
$195 - $211
|
74K
$1.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
7+ 0.39% |
$171 - $184
|
1.82K
$48.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
6+ 0.05% |
$146 - $158
|
12.7K
$338K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
6+ 0.42% |
$146 - $158
|
1.42K
$37.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
5+ 0.36% |
$122 - $132
|
1.41K
$37.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.05% |
$122 - $132
|
9.98K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.51% |
$73.1 - $79
|
587
$15.6K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.24% |
$24.4 - $26.3
|
418
$11.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 1.16% |
$24.4 - $26.3
|
87
$2.31K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 1.96% |
$24.4 - $26.3
|
52
$1.38K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 3.23% |
$24.4 - $26.3
|
32
$850
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
499K+ 664.54% |
$10.4M - $12.3M
|
574K
$15.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
98.2KNew |
$2.05M - $2.41M
|
98.2K
$2.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
87.7KNew |
$1.83M - $2.15M
|
87.7K
$2.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
71.5KNew |
$1.49M - $1.75M
|
71.5K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.4KNew |
$1.28M - $1.51M
|
61.4K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
34.8K+ 1071.07% |
$726K - $855K
|
38.1K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
32.9KNew |
$687K - $809K
|
32.9K
$875K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
31.5KNew |
$657K - $774K
|
31.5K
$837K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
31.2KNew |
$650K - $766K
|
31.2K
$829K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
28.2KNew |
$588K - $692K
|
28.2K
$750K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
25KNew |
$520K - $613K
|
25K
$664K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
20.5KNew |
$427K - $503K
|
20.5K
$545K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
19.3KNew |
$401K - $472K
|
19.3K
$512K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.1K+ 74.75% |
$398K - $469K
|
44.7K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
19.1KNew |
$398K - $468K
|
19.1K
$507K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.8K+ 116.94% |
$307K - $362K
|
27.4K
$727K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.6KNew |
$304K - $358K
|
14.6K
$388K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
12.6K+ 9.66% |
$262K - $309K
|
143K
$3.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
10.9KNew |
$227K - $267K
|
10.9K
$289K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.5KNew |
$220K - $259K
|
10.5K
$280K
|
|