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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
55,762
shares
|
$1.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
55,605
shares
|
$1.5 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
55,605
shares
|
$1.5 Million
0.78% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
55,212
shares
|
$1.49 Million
0.25% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
54,917
shares
|
$1.48 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
53,499
shares
|
$1.44 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
53,287
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
52,068
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.94%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
51,701
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2025
Reduced 31.32%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
51,624
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
51,372
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
51,264
shares
|
$1.38 Million
0.42% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
50,998
shares
|
$1.37 Million
0.21% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
50,865
shares
|
$1.37 Million
0.91% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
50,739
shares
|
$1.37 Million
0.17% of portfolio
|
Q3 2025
Reduced 14.97%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
50,504
shares
|
$1.36 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
49,704
shares
|
$1.34 Million
0.58% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
49,248
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
48,667
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2025
Added 51.87%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
48,577
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
47,028
shares
|
$1.27 Million
0.33% of portfolio
|
Q2 2025
Reduced 58.4%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
46,514
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Added 36.19%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
45,588
shares
|
$1.23 Million
0.58% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
45,385
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
45,251
shares
|
$1.22 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.43%
|