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 759 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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
87,061
shares
|
$2.35 Million
0.06% of portfolio
|
Q2 2025
Added 769.39%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
86,576
shares
|
$2.33 Million
0.79% of portfolio
|
Q3 2025
Reduced 18.39%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
86,052
shares
|
$2.32 Million
1.28% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
85,987
shares
|
$2.32 Million
0.85% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
85,305
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2025
Added 23.44%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
84,467
shares
|
$2.28 Million
1.73% of portfolio
|
Q3 2025
Reduced 21.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
83,483
shares
|
$2.25 Million
0.02% of portfolio
|
Q2 2025
Added 76.4%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
81,933
shares
|
$2.21 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
80,797
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
79,877
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
79,827
shares
|
$2.15 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
77,951
shares
|
$2.1 Million
0.08% of portfolio
|
Q2 2025
Added 37.31%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
75,748
shares
|
$2.04 Million
0.45% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
74,293
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Added 164.79%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
74,082
shares
|
$2 Million
0.39% of portfolio
|
Q2 2025
Reduced 68.72%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
74,035
shares
|
$2 Million
1.44% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
73,446
shares
|
$1.98 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
71,500
shares
|
$1.93 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Nov 07, 2025 Q3 2025 |
70,017
shares
|
$1.89 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
68,056
shares
|
$1.83 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
67,485
shares
|
$1.82 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
67,194
shares
|
$1.81 Million
1.12% of portfolio
|
Q3 2025
Reduced 12.43%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
67,174
shares
|
$1.81 Million
1.58% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
67,119
shares
|
$1.81 Million
0.08% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
66,619
shares
|
$1.8 Million
0.09% of portfolio
|
Q3 2025
Added 0.6%
|