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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50.8K- 55.22% |
$1.24M - $1.34M
|
41.2K
$1.09M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-46.8K- 11.62% |
$1.14M - $1.23M
|
356K
$9.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-44.9K- 11.86% |
$1.09M - $1.18M
|
334K
$8.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-38.2K- 24.01% |
$932K - $1.01M
|
121K
$3.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-32.6K- 89.09% |
$795K - $859K
|
3.99K
$106K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-31K- 1.29% |
$757K - $817K
|
2.38M
$63.2M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-30.4K- 73.09% |
$742K - $801K
|
11.2K
$298K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.2K- 6.53% |
$712K - $769K
|
418K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-28.4K- 32.57% |
$691K - $747K
|
58.7K
$1.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-27.3K- 43.92% |
$666K - $719K
|
34.9K
$926K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-27.2K- 75.35% |
$663K - $716K
|
8.9K
$236K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-25.9K- 6.93% |
$631K - $681K
|
347K
$9.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-23.6K- 31.32% |
$575K - $621K
|
51.7K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.3K- 3.11% |
$569K - $615K
|
728K
$19.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-23K- 21.4% |
$561K - $606K
|
84.5K
$2.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-22.6K- 10.12% |
$552K - $596K
|
201K
$5.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-22.3K- 62.97% |
$543K - $587K
|
13.1K
$348K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-21.8K- 2.79% |
$531K - $574K
|
758K
$20.1M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20.2K- 6.31% |
$492K - $531K
|
299K
$7.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-20.1K- 7.53% |
$491K - $530K
|
247K
$6.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-19.8K- 68.18% |
$483K - $522K
|
9.25K
$246K
|
|
|
Nov 05, 2025
Q3 2025
|
Solitude Financial Services
|
SELL
|
- |
-19.7K- 2.06% |
$480K - $519K
|
939K
$25M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-19.5K- 18.39% |
$475K - $514K
|
86.6K
$2.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-19.4K- 3.14% |
$473K - $511K
|
597K
$15.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19.3K- 10.87% |
$471K - $509K
|
158K
$4.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-18.5K- 3.31% |
$451K - $487K
|
540K
$14.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-17.7K- 5.39% |
$431K - $465K
|
310K
$8.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-16.2K- 20.73% |
$394K - $426K
|
61.8K
$1.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-16.1K- 3.43% |
$391K - $423K
|
452K
$12M
|
|