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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
78New |
$1.63K - $1.91K
|
78
$2.07K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
58+ 0.44% |
$1.21K - $1.42K
|
13.3K
$352K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
56New |
$1.17K - $1.37K
|
56
$1.49K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 0.38% |
$62.5 - $73.6
|
794
$21.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.41% |
$41.7 - $49.1
|
144
$3.83K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1+ 0.01% |
$20.8 - $24.5
|
8.89K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
79.8KNew |
$1.84M - $2M
|
79.8K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
51.1K+ 51.36% |
$1.18M - $1.28M
|
151K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
34.5K+ 0.93% |
$794K - $862K
|
3.76M
$99.8M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
21.3KNew |
$492K - $534K
|
21.3K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20K+ 28.4% |
$460K - $500K
|
90.3K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
16.6K+ 80.32% |
$383K - $416K
|
37.3K
$992K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
13.8KNew |
$318K - $345K
|
13.8K
$366K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$297K - $322K
|
12.9K
$342K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.4KNew |
$286K - $310K
|
12.4K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.1KNew |
$279K - $303K
|
12.1K
$321K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
11.8KNew |
$272K - $295K
|
11.8K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$271K - $294K
|
11.8K
$313K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.4KNew |
$262K - $284K
|
11.4K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
11.4KNew |
$261K - $284K
|
11.4K
$302K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
9.02KNew |
$208K - $226K
|
9.02K
$240K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.69KNew |
$200K - $217K
|
8.69K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.77KNew |
$110K - $119K
|
4.77K
$127K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4.36KNew |
$100K - $109K
|
4.36K
$116K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.21KNew |
$97K - $105K
|
4.21K
$112K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.9K+ 8.51% |
$89.8K - $97.5K
|
49.7K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.43KNew |
$79K - $85.8K
|
3.43K
$91.2K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.62KNew |
$60.4K - $65.6K
|
2.62K
$69.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.42KNew |
$55.8K - $60.6K
|
2.42K
$64.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.05KNew |
$47.2K - $51.2K
|
2.05K
$54.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$42.6K - $46.3K
|
1.85K
$49.2K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.04KNew |
$24K - $26K
|
1.04K
$27.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
925+ 0.07% |
$21.3K - $23.1K
|
1.39M
$36.8M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
759+ 5.84% |
$17.5K - $19K
|
13.7K
$365K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
738+ 171.23% |
$17K - $18.5K
|
1.17K
$31.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
645New |
$14.9K - $16.1K
|
645
$17.1K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
633+ 11.15% |
$14.6K - $15.8K
|
6.31K
$168K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
596+ 79.47% |
$13.7K - $14.9K
|
1.35K
$35.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
557New |
$12.8K - $13.9K
|
557
$14.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
420+ 600.0% |
$9.67K - $10.5K
|
490
$13K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
327New |
$7.53K - $8.18K
|
327
$8.69K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
238New |
$5.48K - $5.95K
|
238
$6.32K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
170+ 1.48% |
$3.92K - $4.25K
|
11.7K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
165+ 2.91% |
$3.8K - $4.13K
|
5.83K
$155K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
131New |
$3.02K - $3.28K
|
131
$3.48K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
117New |
$2.69K - $2.93K
|
117
$3.11K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
110New |
$2.53K - $2.75K
|
110
$2.92K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
65New |
$1.5K - $1.63K
|
65
$1.73K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
27New |
$622 - $675
|
27
$717
|
|