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 767 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 $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
66,253
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2025
Added 53.8%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
66,060
shares
|
$1.78 Million
0.47% of portfolio
|
Q3 2025
Added 13.76%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
64,925
shares
|
$1.75 Million
0.17% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
64,427
shares
|
$1.74 Million
0.28% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
64,201
shares
|
$1.73 Million
0.8% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
63,758
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
63,738
shares
|
$1.72 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
62,908
shares
|
$1.7 Million
2.46% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
62,853
shares
|
$1.69 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
62,839
shares
|
$1.69 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
61,357
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
60,771
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
60,607
shares
|
$1.63 Million
0.11% of portfolio
|
Q3 2025
Added 16.49%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
60,363
shares
|
$1.63 Million
0.04% of portfolio
|
Q4 2024
Added 196.65%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
59,803
shares
|
$1.61 Million
1.24% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
59,503
shares
|
$1.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
59,391
shares
|
$1.6 Million
0.65% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
59,366
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
59,088
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
58,923
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
58,198
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
56,984
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
56,892
shares
|
$1.53 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
56,824
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2025
Added 32.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
56,304
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.78%
|