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 |
|---|---|---|---|---|---|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
21,241
shares
|
$553,540
0.11% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
21,072
shares
|
$549,136
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
20,787
shares
|
$541,709
0.14% of portfolio
|
Q4 2024
Added 154.03%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
20,737
shares
|
$540,406
0.05% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
20,659
shares
|
$538,373
0.04% of portfolio
|
Q2 2025
Reduced 48.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
20,557
shares
|
$535,715
0.02% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
20,508
shares
|
$534,438
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
20,268
shares
|
$528,184
0.13% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
20,177
shares
|
$525,812
0.0% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
20,124
shares
|
$524,431
0.03% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
20,031
shares
|
$522,007
0.05% of portfolio
|
Q2 2025
Added 24.49%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,924
shares
|
$519,219
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,839
shares
|
$517,004
0.0% of portfolio
|
Q2 2025
Reduced 77.59%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
19,552
shares
|
$509,525
0.01% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
19,252
shares
|
$501,707
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
19,076
shares
|
$497,120
1.7% of portfolio
|
Q2 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
18,883
shares
|
$492,090
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
18,689
shares
|
$487,035
0.03% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
18,304
shares
|
$477,002
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
18,025
shares
|
$469,731
0.01% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
17,910
shares
|
$466,734
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
17,866
shares
|
$465,587
0.04% of portfolio
|
Q4 2024
Added 203.79%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
17,820
shares
|
$464,389
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
17,741
shares
|
$462,330
0.0% of portfolio
|
Q2 2025
Added 40.7%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
17,717
shares
|
$461,705
0.03% of portfolio
|
Q2 2025
Reduced 1.8%
|