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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-16.1K- 3.43% |
$391K - $423K
|
452K
$12M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14.5K- 2.27% |
$354K - $382K
|
624K
$16.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-14.1K- 2.13% |
$343K - $370K
|
644K
$17.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.8K- 13.74% |
$312K - $337K
|
80.3K
$2.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.8K- 2.34% |
$311K - $336K
|
532K
$14.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-12K- 58.2% |
$293K - $317K
|
8.64K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11.7K- 18.66% |
$286K - $309K
|
51.1K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.3K- 8.43% |
$275K - $297K
|
123K
$3.26M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-10.6K- 43.28% |
$259K - $280K
|
13.9K
$370K
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-10.4K- 4.11% |
$254K - $275K
|
243K
$6.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10.2K- 1.48% |
$249K - $269K
|
681K
$18.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-10.1K- 2.33% |
$247K - $267K
|
424K
$11.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-9.78K- 0.16% |
$238K - $257K
|
6.05M
$161M
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-9.54K- 12.43% |
$233K - $251K
|
67.2K
$1.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-9.19K- 0.5% |
$224K - $242K
|
1.84M
$48.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8.94K- 14.97% |
$218K - $235K
|
50.7K
$1.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-8.54K- 21.95% |
$208K - $225K
|
30.4K
$806K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.44K- 13.94% |
$206K - $222K
|
52.1K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.42K- 42.46% |
$205K - $222K
|
11.4K
$303K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.87K- 0.86% |
$192K - $207K
|
902K
$24M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-7.79K- 0.13% |
$190K - $205K
|
5.83M
$155M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-7.72K- 10.31% |
$188K - $203K
|
67.2K
$1.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.52K- 35.71% |
$183K - $198K
|
13.5K
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-6.88K- 35.16% |
$168K - $181K
|
12.7K
$337K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.32K- 17.52% |
$154K - $166K
|
29.7K
$790K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.21K- 2.15% |
$151K - $164K
|
282K
$7.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6.11K- 3.59% |
$149K - $161K
|
164K
$4.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.05K- 1.45% |
$147K - $159K
|
411K
$10.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.94K- 3.35% |
$145K - $157K
|
171K
$4.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-5.94K- 25.48% |
$145K - $156K
|
17.4K
$461K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5.69K- 2.01% |
$139K - $150K
|
278K
$7.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.63K- 4.74% |
$137K - $148K
|
113K
$3M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.44K- 3.12% |
$133K - $143K
|
169K
$4.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-5.42K- 0.37% |
$132K - $143K
|
1.44M
$38.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.33K- 4.29% |
$130K - $140K
|
119K
$3.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-5.31K- 2.99% |
$130K - $140K
|
172K
$4.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
SELL
|
- |
-5.27K- 21.23% |
$128K - $139K
|
19.5K
$519K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.07K- 18.83% |
$124K - $134K
|
21.8K
$581K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.76K- 5.16% |
$116K - $125K
|
87.6K
$2.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.43K- 15.21% |
$108K - $117K
|
24.7K
$656K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4.04K- 17.7% |
$98.4K - $106K
|
18.8K
$499K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.01K- 6.37% |
$97.7K - $106K
|
58.9K
$1.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.64K- 96.04% |
$88.6K - $95.8K
|
150
$3.99K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.62K- 0.11% |
$88.1K - $95.2K
|
3.14M
$83.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-3.52K- 5.19% |
$85.7K - $92.6K
|
64.2K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-3.45K- 0.53% |
$84.1K - $90.8K
|
652K
$17.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.1K- 84.04% |
$75.5K - $81.5K
|
588
$15.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3K- 9.68% |
$73K - $78.9K
|
28K
$743K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-2.9K- 3.03% |
$70.6K - $76.3K
|
92.8K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.82K- 4.78% |
$68.8K - $74.4K
|
56.3K
$1.5M
|
|