Institutional Ownership Schwab Fundamental U S Large C (FNDX)
This table provides information about the institutional ownership of Schwab Fundamental U S Large C (FNDX). We have compiled data on the 753 institutions that hold shares in the stock, with a total of 630 Million shares, which have been reported (via 13F filing form) to have a value of $16.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
409,201,342
shares
|
$10.8 Billion
1.79% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
16,304,295
shares
|
$432 Million
0.93% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
Oct 14, 2025 Q3 2025 |
8,772,604
shares
|
$232 Million
32.39% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
8,751,118
shares
|
$232 Million
11.55% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
8,113,872
shares
|
$215 Million
0.05% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
7,877,150
shares
|
$209 Million
4.59% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,166,483
shares
|
$163 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
6,050,396
shares
|
$160 Million
7.06% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
5,841,416
shares
|
$155 Million
25.44% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,723,317
shares
|
$125 Million
0.01% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
4,666,432
shares
|
$124 Million
17.32% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,755,197
shares
|
$99.5 Million
6.57% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,548,069
shares
|
$94 Million
0.03% of portfolio
|
Q2 2025
Added 37.62%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
3,490,978
shares
|
$92.5 Million
10.53% of portfolio
|
Q2 2025
Added 120.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,435,332
shares
|
$91 Million
0.15% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,396,569
shares
|
$90 Million
3.27% of portfolio
|
Q2 2025
Added 24845.42%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
3,146,237
shares
|
$83.4 Million
2.84% of portfolio
|
Q2 2025
Reduced 28.27%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
3,052,058
shares
|
$80.9 Million
5.59% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,954,362
shares
|
$78.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,953,178
shares
|
$78.3 Million
0.53% of portfolio
|
Q2 2025
Added 127.28%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
2,658,567
shares
|
$70.5 Million
5.86% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,592,613
shares
|
$68.7 Million
0.01% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
2,378,488
shares
|
$63 Million
7.96% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,346,302
shares
|
$62.2 Million
19.98% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
2,334,201
shares
|
$61.9 Million
9.97% of portfolio
|
Q2 2025
Added 2.36%
|