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 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-902- 10.26% |
$22K - $23.8K
|
7.89K
$210K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-875- 5.29% |
$21.3K - $23K
|
15.7K
$416K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-875- 0.43% |
$21.3K - $23K
|
203K
$5.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-871- 4.0% |
$21.2K - $22.9K
|
20.9K
$556K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-843- 2.56% |
$20.6K - $22.2K
|
32.1K
$853K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-827- 2.09% |
$20.2K - $21.8K
|
38.8K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-803- 5.85% |
$19.6K - $21.2K
|
12.9K
$343K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-793- 0.17% |
$19.3K - $20.9K
|
479K
$12.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-783- 8.72% |
$19.1K - $20.6K
|
8.2K
$218K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-780- 3.35% |
$19K - $20.5K
|
22.5K
$597K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-778- 32.54% |
$19K - $20.5K
|
1.61K
$42.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-694- 2.14% |
$16.9K - $18.3K
|
31.8K
$844K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-691- 5.43% |
$16.8K - $18.2K
|
12K
$320K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-683- 3.37% |
$16.7K - $18K
|
19.6K
$520K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-590- 4.7% |
$14.4K - $15.5K
|
12K
$318K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-577- 5.17% |
$14.1K - $15.2K
|
10.6K
$281K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-570- 2.53% |
$13.9K - $15K
|
21.9K
$583K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-555- 0.15% |
$13.5K - $14.6K
|
377K
$10M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-552- 0.61% |
$13.5K - $14.5K
|
89.9K
$2.39M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-526- 1.36% |
$12.8K - $13.9K
|
38K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-520- 1.91% |
$12.7K - $13.7K
|
26.7K
$711K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-517- 1.84% |
$12.6K - $13.6K
|
27.6K
$733K
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-501- 0.61% |
$12.2K - $13.2K
|
81.9K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-489- 1.68% |
$11.9K - $12.9K
|
28.6K
$760K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-463- 0.27% |
$11.3K - $12.2K
|
174K
$4.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-463- 0.77% |
$11.3K - $12.2K
|
59.4K
$1.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-425- 2.65% |
$10.4K - $11.2K
|
15.6K
$415K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-407- 5.98% |
$9.92K - $10.7K
|
6.39K
$170K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-405- 4.49% |
$9.87K - $10.7K
|
8.63K
$229K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-400- 4.18% |
$9.75K - $10.5K
|
9.16K
$243K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-379- 3.48% |
$9.24K - $9.98K
|
10.5K
$279K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-334- 8.56% |
$8.14K - $8.8K
|
3.57K
$94.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-305- 1.99% |
$7.44K - $8.03K
|
15K
$400K
|
|
|
Nov 05, 2025
Q3 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-294- 2.1% |
$7.17K - $7.74K
|
13.7K
$364K
|
|
|
Nov 03, 2025
Q3 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-271- 0.15% |
$6.61K - $7.14K
|
180K
$4.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-255- 1.74% |
$6.22K - $6.72K
|
14.4K
$384K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-253- 12.87% |
$6.17K - $6.66K
|
1.71K
$45.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-240- 1.35% |
$5.85K - $6.32K
|
17.6K
$467K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-229- 0.25% |
$5.58K - $6.03K
|
91.7K
$2.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-200- 1.92% |
$4.88K - $5.27K
|
10.2K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-199- 9.85% |
$4.85K - $5.24K
|
1.82K
$48.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-195- 0.31% |
$4.75K - $5.14K
|
63.7K
$1.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-192- 0.05% |
$4.68K - $5.06K
|
409K
$10.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-189- 0.53% |
$4.61K - $4.98K
|
35.2K
$936K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-178- 1.05% |
$4.34K - $4.69K
|
16.8K
$447K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-177- 0.69% |
$4.32K - $4.66K
|
25.4K
$675K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-165- 6.92% |
$4.02K - $4.35K
|
2.22K
$59K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-165- 27.92% |
$4.02K - $4.35K
|
426
$11.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-162- 0.04% |
$3.95K - $4.27K
|
382K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-159- 1.86% |
$3.88K - $4.19K
|
8.38K
$223K
|
|