Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-78.2K- 12.31% |
$2.01M - $2.11M
|
557K
$14.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-57.6K- 10.64% |
$1.48M - $1.55M
|
484K
$12.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-27.5K- 7.08% |
$705K - $740K
|
360K
$9.57M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-23.8K- 9.78% |
$611K - $641K
|
220K
$5.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Solitude Financial Services
|
SELL
|
- |
-20.7K- 2.2% |
$531K - $557K
|
918K
$24.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-18.3K- 21.7% |
$471K - $494K
|
66.1K
$1.76M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-13.2K- 32.03% |
$339K - $356K
|
28K
$744K
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-12.2K- 1.29% |
$312K - $327K
|
927K
$24.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-9.39K- 10.84% |
$241K - $253K
|
77.2K
$2.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-6.99K- 0.94% |
$179K - $188K
|
737K
$19.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.98K- 85.27% |
$179K - $188K
|
1.21K
$32K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.88K- 5.33% |
$151K - $158K
|
104K
$2.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-5.83K- 3.55% |
$150K - $157K
|
158K
$4.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-5.07K- 25.89% |
$130K - $137K
|
14.5K
$386K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.02K- 6.75% |
$103K - $108K
|
55.5K
$1.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-2.68K- 0.71% |
$68.7K - $72.1K
|
375K
$9.95M
|
|
|
Jan 13, 2026
Q4 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.7K- 7.89% |
$43.5K - $45.7K
|
19.8K
$525K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.48K- 7.88% |
$38K - $39.9K
|
17.3K
$460K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.32K- 9.05% |
$33.9K - $35.6K
|
13.3K
$352K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.14K- 8.13% |
$29.2K - $30.6K
|
12.8K
$341K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-433- 3.15% |
$11.1K - $11.7K
|
13.3K
$354K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-332- 0.08% |
$8.53K - $8.95K
|
409K
$10.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-326- 3.12% |
$8.37K - $8.79K
|
10.1K
$269K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-187- 1.11% |
$4.8K - $5.04K
|
16.7K
$442K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-153- 10.44% |
$3.93K - $4.12K
|
1.31K
$34.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-106- 0.13% |
$2.72K - $2.86K
|
79.7K
$2.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-94- 0.72% |
$2.41K - $2.53K
|
13K
$346K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-87- 0.47% |
$2.23K - $2.34K
|
18.3K
$486K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-15- 0.18% |
$385 - $404
|
8.48K
$225K
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.59M- 45.65% |
$38.9M - $42M
|
1.9M
$50.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.55M- 99.99% |
$37.8M - $40.8M
|
186
$4.94K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-804K- 9.91% |
$19.6M - $21.2M
|
7.31M
$194M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-228K- 3.56% |
$5.55M - $5.99M
|
6.17M
$164M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-172K- 5.83% |
$4.2M - $4.53M
|
2.78M
$73.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-151K- 7.35% |
$3.67M - $3.97M
|
1.9M
$50.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-132K- 19.7% |
$3.21M - $3.47M
|
537K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-110K- 11.15% |
$2.67M - $2.89M
|
873K
$23.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-106K- 5.33% |
$2.57M - $2.78M
|
1.88M
$49.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-98K- 33.86% |
$2.39M - $2.58M
|
191K
$5.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-88.8K- 40.53% |
$2.16M - $2.34M
|
130K
$3.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-80.8K- 12.44% |
$1.97M - $2.13M
|
569K
$15.1M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-78.2K- 16.29% |
$1.91M - $2.06M
|
402K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-77.4K- 7.31% |
$1.89M - $2.04M
|
982K
$26.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
SELL
|
- |
-72.1K- 39.68% |
$1.76M - $1.9M
|
110K
$2.91M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-67.6K- 3.17% |
$1.65M - $1.78M
|
2.06M
$54.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-58.3K- 60.83% |
$1.42M - $1.54M
|
37.5K
$997K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-50.5K- 1.95% |
$1.23M - $1.33M
|
2.54M
$67.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-50.2K- 26.57% |
$1.23M - $1.32M
|
139K
$3.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-49.5K- 21.43% |
$1.21M - $1.3M
|
181K
$4.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-47.4K- 28.76% |
$1.16M - $1.25M
|
118K
$3.12M
|
|