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 |
|---|---|---|---|---|---|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
44,019
shares
|
$1.19 Million
1.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
43,112
shares
|
$1.16 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,970
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
42,408
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
42,262
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
41,211
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Reduced 55.22%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
40,635
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2025
Added 148.21%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
40,495
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
39,895
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
39,801
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
38,822
shares
|
$1.05 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
38,421
shares
|
$1.04 Million
0.94% of portfolio
|
Q3 2023
Added 64.15%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
38,241
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
38,161
shares
|
$1.03 Million
0.79% of portfolio
|
Q2 2025
Added 32.9%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
38,095
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
Added 1071.07%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
38,012
shares
|
$1.02 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
37,532
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 60.83%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
37,161
shares
|
$1 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
37,003
shares
|
$997,230
0.02% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
36,410
shares
|
$981,249
0.17% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
36,384
shares
|
$980,548
0.03% of portfolio
|
Q2 2025
Added 21.94%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
36,225
shares
|
$976,263
0.07% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
36,025
shares
|
$970,873
0.66% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
35,994
shares
|
$970,038
0.18% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
35,792
shares
|
$964,594
0.02% of portfolio
|
Q3 2025
Added 16.24%
|