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 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-154- 1.06% |
$3.75K - $4.06K
|
14.4K
$382K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-147- 0.73% |
$3.58K - $3.87K
|
20K
$531K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-136- 5.74% |
$3.32K - $3.58K
|
2.23K
$59.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-124- 0.9% |
$3.02K - $3.27K
|
13.6K
$361K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-113- 0.09% |
$2.75K - $2.98K
|
130K
$3.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-100- 0.32% |
$2.44K - $2.63K
|
31.3K
$832K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-72- 17.14% |
$1.76K - $1.9K
|
348
$9.25K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-60- 1.39% |
$1.46K - $1.58K
|
4.27K
$113K
|
|
|
Nov 12, 2025
Q3 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-54- 0.06% |
$1.32K - $1.42K
|
97.5K
$2.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-54- 2.26% |
$1.32K - $1.42K
|
2.34K
$62.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 11.68% |
$1.22K - $1.32K
|
378
$10K
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-38- 0.16% |
$926 - $1K
|
23.7K
$631K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-37- 0.06% |
$902 - $975
|
56.9K
$1.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-35- 0.2% |
$853 - $922
|
17.1K
$454K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-23- 0.1% |
$561 - $606
|
23.7K
$629K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-14- 4.67% |
$341 - $369
|
286
$7.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-10- 0.02% |
$244 - $263
|
55.6K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-8- 0.07% |
$195 - $211
|
11.1K
$295K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-1- 1.14% |
$24.4 - $26.3
|
87
$2.31K
|
|
| Q2 2025 | |||||||
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-163K- 68.72% |
$3.39M - $3.99M
|
74.1K
$1.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-156K- 67.5% |
$3.25M - $3.83M
|
75.2K
$2M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.5K- 12.45% |
$1.76M - $2.07M
|
594K
$15.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-66K- 58.4% |
$1.38M - $1.62M
|
47K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-24.5K- 72.97% |
$511K - $602K
|
9.09K
$241K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.6K- 42.98% |
$408K - $480K
|
26K
$690K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.7K- 2.22% |
$223K - $263K
|
470K
$12.5M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-7.86KClosed |
$164K - $193K
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-7.29K- 7.81% |
$152K - $179K
|
86.1K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-5.7K- 8.7% |
$119K - $140K
|
59.8K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.35K- 23.62% |
$111K - $131K
|
17.3K
$459K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.87K- 5.43% |
$80.7K - $95K
|
67.5K
$1.79M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-2.98K- 50.0% |
$62.1K - $73.1K
|
2.98K
$79.2K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.59K- 23.97% |
$54K - $63.6K
|
8.22K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-2.3K- 9.43% |
$48K - $56.5K
|
22.1K
$588K
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.08K- 3.31% |
$43.4K - $51.1K
|
60.8K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.83K- 23.85% |
$38.2K - $45K
|
5.85K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.55K- 69.96% |
$32.3K - $38.1K
|
666
$17.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.51K- 2.66% |
$31.4K - $37K
|
55.2K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.31K- 2.29% |
$27.2K - $32K
|
55.8K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.19K- 8.39% |
$24.8K - $29.2K
|
13K
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-939- 10.58% |
$19.6K - $23K
|
7.94K
$211K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-744- 1.73% |
$15.5K - $18.3K
|
42.3K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-348- 86.57% |
$7.25K - $8.54K
|
54
$1.43K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-273- 1.7% |
$5.69K - $6.7K
|
15.8K
$419K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-231- 3.81% |
$4.81K - $5.67K
|
5.83K
$155K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-213- 8.44% |
$4.44K - $5.23K
|
2.31K
$61.4K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-200- 2.13% |
$4.17K - $4.91K
|
9.21K
$245K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-105- 4.41% |
$2.19K - $2.58K
|
2.28K
$60.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-54- 0.6% |
$1.13K - $1.33K
|
8.98K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 13.04% |
$938 - $1.1K
|
300
$7.97K
|
|