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 725 institutions that hold shares in the stock, with a total of 620 Million shares, which have been reported (via 13F filing form) to have a value of $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
28,219
shares
|
$735,387
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
28,093
shares
|
$732,103
0.01% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
28,089
shares
|
$731,999
0.05% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
28,057
shares
|
$731,165
0.0% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
27,600
shares
|
$719,256
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
27,365
shares
|
$713,131
0.06% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
27,268
shares
|
$710,604
0.14% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
27,036
shares
|
$704,558
0.05% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
26,919
shares
|
$701,509
0.0% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
26,530
shares
|
$691,371
0.4% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
26,442
shares
|
$689,078
0.05% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
26,349
shares
|
$686,654
0.0% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
26,277
shares
|
$684,778
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
26,039
shares
|
$678,576
0.05% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
26,001
shares
|
$677,586
0.0% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
25,951
shares
|
$676,283
0.02% of portfolio
|
Q2 2025
Reduced 42.98%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
25,587
shares
|
$666,797
0.16% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
25,367
shares
|
$661,064
0.02% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
25,314
shares
|
$659,682
0.38% of portfolio
|
Q2 2025
Added 49.81%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
24,972
shares
|
$650,770
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
24,801
shares
|
$646,314
0.03% of portfolio
|
Q2 2025
Added 26.95%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
24,760
shares
|
$645,245
0.06% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
24,540
shares
|
$639,512
0.43% of portfolio
|
Q2 2025
Added 69.01%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
24,076
shares
|
$627,420
0.54% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
23,787
shares
|
$619,889
0.26% of portfolio
|
Q4 2024
New holding
|