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 767 institutions that hold shares in the stock, with a total of 630 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 |
|---|---|---|---|---|---|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
23,647
shares
|
$637,286
0.36% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
23,578
shares
|
$635,427
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
23,570
shares
|
$635,211
1.3% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
23,388
shares
|
$630,306
0.07% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
23,351
shares
|
$629,309
0.0% of portfolio
|
Q2 2025
Added 40.35%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
23,335
shares
|
$628,878
0.02% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
23,228
shares
|
$625,994
0.03% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
22,472
shares
|
$605,620
0.01% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
22,372
shares
|
$602,925
0.12% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Schwab Charitable Fund
|
Oct 27, 2025 Q3 2025 |
22,271
shares
|
$600,203
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
22,120
shares
|
$596,134
0.32% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
21,924
shares
|
$590,851
0.09% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
21,849
shares
|
$588,830
0.0% of portfolio
|
Q3 2025
Reduced 18.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
21,828
shares
|
$588,264
0.0% of portfolio
|
Q2 2025
Added 22.62%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
21,750
shares
|
$586,162
0.02% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,630
shares
|
$582,928
0.08% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,628
shares
|
$582,874
0.02% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
21,472
shares
|
$578,670
0.05% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
21,404
shares
|
$576,837
0.04% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
20,917
shares
|
$563,713
0.09% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
20,787
shares
|
$560,209
0.13% of portfolio
|
Q4 2024
Added 154.03%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Nov 07, 2025 Q3 2025 |
20,643
shares
|
$556,328
0.39% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
20,597
shares
|
$555,089
0.0% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
20,508
shares
|
$552,690
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
19,977
shares
|
$538,380
0.03% of portfolio
|
Q3 2025
Reduced 0.73%
|