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 785 institutions that hold shares in the stock, with a total of 634 Million shares, which have been reported (via 13F filing form) to have a value of $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
49,704
shares
|
$1.32 Million
0.57% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
49,456
shares
|
$1.31 Million
0.08% of portfolio
|
Q4 2025
Reduced 4.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
49,248
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
48,667
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2025
Added 51.87%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jan 27, 2026 Q4 2025 |
48,631
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
48,205
shares
|
$1.28 Million
0.18% of portfolio
|
Q4 2025
Reduced 5.48%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
47,648
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 104.05%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 26, 2026 Q4 2025 |
47,284
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2025
Reduced 20.35%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 14, 2026 Q4 2025 |
47,028
shares
|
$1.25 Million
0.32% of portfolio
|
Q2 2025
Reduced 58.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
45,372
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
45,251
shares
|
$1.2 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
45,071
shares
|
$1.2 Million
0.13% of portfolio
|
Q4 2025
Added 13.24%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
44,652
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 74.75%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
44,417
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2025
Added 24.1%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
44,019
shares
|
$1.17 Million
1.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
43,400
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2025
Added 2.34%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
43,112
shares
|
$1.15 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,970
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
Jan 15, 2026 Q4 2025 |
42,816
shares
|
$1.14 Million
0.67% of portfolio
|
Q4 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
42,262
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
40,635
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Added 148.21%
|
|
|
Citizens National Bank Trust Department
|
Jan 30, 2026 Q4 2025 |
40,627
shares
|
$1.08 Million
0.19% of portfolio
|
Q4 2025
Added 9.33%
|
|
|
Phillips Financial Management, LLC
|
Jan 26, 2026 Q4 2025 |
39,649
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2025
Added 4.08%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
38,822
shares
|
$1.03 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
38,421
shares
|
$1.02 Million
0.94% of portfolio
|
Q3 2023
Added 64.15%
|
|