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 |
|---|---|---|---|---|---|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
23,785
shares
|
$619,837
0.12% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
23,721
shares
|
$618,169
0.05% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
23,695
shares
|
$617,491
0.03% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
23,570
shares
|
$614,234
1.3% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
23,514
shares
|
$612,774
0.0% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
23,509
shares
|
$612,644
0.0% of portfolio
|
Q2 2025
Reduced 37.13%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
23,351
shares
|
$608,527
0.0% of portfolio
|
Q2 2025
Added 40.35%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
23,295
shares
|
$607,067
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
23,252
shares
|
$605,947
0.01% of portfolio
|
Q1 2025
Reduced 61.79%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
23,228
shares
|
$605,321
0.03% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
23,156
shares
|
$603,445
0.56% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
22,813
shares
|
$594,506
0.16% of portfolio
|
Q2 2025
Added 45.07%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
22,761
shares
|
$593,151
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
22,518
shares
|
$586,819
0.02% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
22,494
shares
|
$586,193
0.1% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Schwab Charitable Fund
|
Jul 21, 2025 Q2 2025 |
22,179
shares
|
$577,984
0.01% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
22,120
shares
|
$576,447
0.32% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
21,828
shares
|
$568,837
0.0% of portfolio
|
Q2 2025
Added 22.62%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
21,788
shares
|
$567,795
0.1% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
21,748
shares
|
$566,752
0.42% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,630
shares
|
$563,677
0.08% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,628
shares
|
$563,625
0.02% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
21,625
shares
|
$563,547
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
21,485
shares
|
$559,899
0.01% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
21,404
shares
|
$557,788
0.04% of portfolio
|
Q2 2025
Added 14.0%
|