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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
28,604
shares
|
$770,877
0.0% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
28,236
shares
|
$760,960
0.03% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
28,219
shares
|
$760,502
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
28,199
shares
|
$759,963
0.06% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
28,089
shares
|
$756,998
0.05% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
27,954
shares
|
$753,360
0.2% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
27,576
shares
|
$743,173
0.01% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
26,919
shares
|
$725,467
0.0% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
26,748
shares
|
$720,858
0.14% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
26,694
shares
|
$719,403
0.05% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
26,631
shares
|
$717,705
0.38% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
26,503
shares
|
$714,255
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
26,442
shares
|
$712,611
0.04% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
25,951
shares
|
$699,379
0.02% of portfolio
|
Q2 2025
Reduced 42.98%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
25,410
shares
|
$684,799
0.15% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
25,367
shares
|
$683,640
0.02% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
25,306
shares
|
$681,996
0.51% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
25,129
shares
|
$677,226
0.0% of portfolio
|
Q3 2025
Added 45.23%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
25,110
shares
|
$676,714
0.0% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
24,972
shares
|
$672,995
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
24,760
shares
|
$667,282
0.06% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
24,449
shares
|
$658,900
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
23,787
shares
|
$641,059
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
23,747
shares
|
$639,981
0.12% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
23,732
shares
|
$639,577
0.01% of portfolio
|
Q3 2025
Added 10.46%
|