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 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.76K- 1.45% |
$67.2K - $72.6K
|
188K
$4.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-2.7K- 15.24% |
$65.8K - $71.1K
|
15K
$399K
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-2.68K- 0.22% |
$65.3K - $70.6K
|
1.22M
$32.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.68K- 12.27% |
$65.3K - $70.5K
|
19.2K
$509K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-2.67K- 48.06% |
$65.2K - $70.4K
|
2.89K
$76.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.66K- 4.28% |
$64.8K - $70K
|
59.5K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.59K- 4.61% |
$63K - $68.1K
|
53.5K
$1.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-2.46K- 11.36% |
$59.9K - $64.7K
|
19.2K
$509K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.38K- 0.12% |
$58K - $62.6K
|
2.05M
$54.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.27K- 3.7% |
$55.3K - $59.8K
|
59.1K
$1.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-2.21K- 0.53% |
$53.8K - $58.2K
|
414K
$11M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-2.16K- 6.87% |
$52.7K - $56.9K
|
29.3K
$778K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.15K- 18.8% |
$52.4K - $56.6K
|
9.29K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 3.64% |
$50.6K - $54.7K
|
54.9K
$1.46M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.05K- 9.46% |
$49.9K - $53.9K
|
19.6K
$520K
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-2.02K- 14.0% |
$49.2K - $53.1K
|
12.4K
$329K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.91K- 1.1% |
$46.6K - $50.4K
|
171K
$4.55M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.9K- 12.14% |
$46.3K - $50K
|
13.7K
$365K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.85K- 3.68% |
$45.2K - $48.8K
|
48.6K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.73K- 3.65% |
$42.1K - $45.5K
|
45.6K
$1.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.73K- 0.42% |
$42.1K - $45.5K
|
406K
$10.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.69K- 10.47% |
$41.2K - $44.5K
|
14.4K
$384K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.67K- 12.72% |
$40.7K - $44K
|
11.5K
$305K
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-1.67K- 6.59% |
$40.6K - $43.9K
|
23.6K
$628K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.65K- 1.36% |
$40.3K - $43.6K
|
120K
$3.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.61K- 3.43% |
$39.2K - $42.4K
|
45.3K
$1.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.6K- 10.99% |
$39K - $42.1K
|
13K
$344K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.6K- 5.35% |
$38.9K - $42.1K
|
28.2K
$750K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.54K- 2.93% |
$37.4K - $40.5K
|
50.9K
$1.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.49K- 2.15% |
$36.4K - $39.3K
|
68.1K
$1.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 4.21% |
$35.7K - $38.6K
|
33.3K
$886K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.45K- 7.69% |
$35.4K - $38.2K
|
17.4K
$463K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.45K- 2.26% |
$35.4K - $38.2K
|
62.9K
$1.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.43K- 7.66% |
$34.9K - $37.7K
|
17.3K
$459K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.34K- 1.31% |
$32.6K - $35.2K
|
101K
$2.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.28K- 1.97% |
$31.2K - $33.7K
|
63.8K
$1.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-1.25K- 12.76% |
$30.5K - $32.9K
|
8.54K
$227K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.2K- 2.28% |
$29.3K - $31.7K
|
51.6K
$1.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.18K- 5.89% |
$28.7K - $31.1K
|
18.9K
$501K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.17K- 3.07% |
$28.6K - $30.9K
|
37K
$983K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.16K- 35.81% |
$28.2K - $30.5K
|
2.08K
$55.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.11K- 16.05% |
$27K - $29.2K
|
5.79K
$154K
|
|
|
Nov 07, 2025
Q3 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-1.11K- 5.08% |
$26.9K - $29.1K
|
20.6K
$548K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.07K- 8.88% |
$26.1K - $28.2K
|
11K
$292K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.06K- 58.71% |
$25.9K - $28K
|
747
$19.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.01K- 0.53% |
$24.7K - $26.7K
|
188K
$5.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-966- 3.02% |
$23.6K - $25.4K
|
31.1K
$825K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-944- 5.81% |
$23K - $24.9K
|
15.3K
$407K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-904- 5.84% |
$22K - $23.8K
|
14.6K
$388K
|
|
|
Nov 06, 2025
Q3 2025
|
Asset Planning Corporation
|
SELL
|
- |
-902- 2.05% |
$22K - $23.8K
|
43.1K
$1.15M
|
|