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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jan 28, 2026 Q4 2025 |
25,010
shares
|
$664,515
0.0% of portfolio
|
Q4 2025
Added 6.07%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
24,972
shares
|
$663,506
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
24,862
shares
|
$660,583
0.06% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
24,706
shares
|
$656,438
0.0% of portfolio
|
Q3 2025
Reduced 15.21%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
24,569
shares
|
$652,798
0.05% of portfolio
|
Q4 2025
Added 54.19%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
24,449
shares
|
$649,609
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
23,787
shares
|
$632,020
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
23,747
shares
|
$630,957
0.12% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
23,672
shares
|
$628,965
0.03% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Brown Financial Advisory
|
Jan 28, 2026 Q4 2025 |
23,647
shares
|
$628,300
0.36% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
23,570
shares
|
$626,254
1.3% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
23,528
shares
|
$625,138
0.01% of portfolio
|
Q4 2025
Added 4.7%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Jan 27, 2026 Q4 2025 |
23,388
shares
|
$621,419
0.07% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
23,335
shares
|
$620,010
0.02% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
23,274
shares
|
$618,390
0.02% of portfolio
|
Q3 2025
Added 101.59%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
23,228
shares
|
$617,167
0.03% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
22,372
shares
|
$594,424
0.12% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Schwab Charitable Fund
|
Jan 22, 2026 Q4 2025 |
22,370
shares
|
$594,370
0.01% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
21,924
shares
|
$582,520
0.09% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
21,849
shares
|
$580,527
0.0% of portfolio
|
Q3 2025
Reduced 18.83%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
21,763
shares
|
$578,242
0.01% of portfolio
|
Q4 2025
Added 14.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
21,750
shares
|
$577,897
0.02% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,628
shares
|
$574,655
0.02% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
21,404
shares
|
$568,704
0.04% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
21,155
shares
|
$562,088
0.01% of portfolio
|
Q4 2025
Added 6.96%
|
|