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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
14,939
shares
|
$389,310
0.0% of portfolio
|
Q1 2025
Added 18.39%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
14,749
shares
|
$384,358
0.14% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
14,690
shares
|
$382,821
0.15% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
14,595
shares
|
$380,345
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
14,556
shares
|
$379,329
0.07% of portfolio
|
Q2 2025
Added 25.96%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
14,519
shares
|
$378,365
0.11% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
14,346
shares
|
$373,856
0.16% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
14,340
shares
|
$373,700
0.01% of portfolio
|
Q2 2025
Reduced 33.48%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
14,013
shares
|
$365,178
0.01% of portfolio
|
Q2 2025
Added 24.86%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
13,986
shares
|
$364,475
0.23% of portfolio
|
Q2 2025
Reduced 94.75%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
13,980
shares
|
$364,318
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
13,790
shares
|
$359,367
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
13,746
shares
|
$358,220
0.0% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
13,725
shares
|
$357,673
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
13,713
shares
|
$357,360
0.0% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
13,488
shares
|
$351,497
0.07% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,435
shares
|
$350,116
0.29% of portfolio
|
Q1 2023
Reduced 5.32%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
13,258
shares
|
$345,503
0.18% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
13,243
shares
|
$345,112
0.08% of portfolio
|
Q3 2022
Added 26.17%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
13,200
shares
|
$343,992
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
13,158
shares
|
$342,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
13,141
shares
|
$342,454
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
13,126
shares
|
$342,063
0.0% of portfolio
|
Q2 2025
Reduced 36.68%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
13,056
shares
|
$340,239
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
13,039
shares
|
$339,796
0.07% of portfolio
|
Q4 2024
New holding
|