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 770 institutions that hold shares in the stock, with a total of 629 Million shares, which have been reported (via 13F filing form) to have a value of $17 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
|
$11 Billion
1.79% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
16,304,295
shares
|
$439 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
|
$236 Million
32.39% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
8,751,118
shares
|
$236 Million
11.55% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
7,877,150
shares
|
$212 Million
4.59% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
7,310,042
shares
|
$197 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,166,483
shares
|
$166 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
|
$163 Million
7.06% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
5,841,416
shares
|
$157 Million
25.44% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,900,789
shares
|
$132 Million
0.01% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
4,666,432
shares
|
$126 Million
17.32% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
4,553,104
shares
|
$123 Million
0.04% of portfolio
|
Q3 2025
Added 28.33%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,755,197
shares
|
$101 Million
6.57% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,596,691
shares
|
$96.9 Million
3.28% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
3,535,045
shares
|
$95.3 Million
0.12% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
3,142,622
shares
|
$84.7 Million
2.75% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,088,375
shares
|
$83.2 Million
0.01% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
3,052,058
shares
|
$82.3 Million
5.59% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
2,781,076
shares
|
$74.9 Million
0.48% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
2,658,567
shares
|
$71.6 Million
5.86% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,542,074
shares
|
$68.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
2,378,488
shares
|
$64.1 Million
7.96% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,346,302
shares
|
$63.2 Million
19.98% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
2,345,720
shares
|
$63.2 Million
9.88% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,280,533
shares
|
$61.5 Million
0.09% of portfolio
|
Q3 2025
Added 22.12%
|