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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
14,804
shares
|
$393,342
0.0% of portfolio
|
Q4 2025
Reduced 5.94%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
14,800
shares
|
$393,236
0.14% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
14,595
shares
|
$387,789
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
14,567
shares
|
$387,045
0.06% of portfolio
|
Q4 2025
Added 11.86%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
14,514
shares
|
$385,636
0.06% of portfolio
|
Q4 2025
Reduced 25.89%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
14,453
shares
|
$384,016
0.16% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
14,442
shares
|
$383,723
0.08% of portfolio
|
Q3 2025
Reduced 10.47%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
14,435
shares
|
$383,537
0.14% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
14,365
shares
|
$381,678
0.1% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Jan 27, 2026 Q4 2025 |
14,353
shares
|
$381,359
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
14,189
shares
|
$377,001
0.04% of portfolio
|
Q4 2025
Reduced 22.06%
|
|
|
Sensenig Capital Advisors, Inc
Collegeville, PA |
Jan 20, 2026 Q4 2025 |
14,187
shares
|
$376,948
0.39% of portfolio
|
Q4 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Jan 27, 2026 Q4 2025 |
14,013
shares
|
$372,325
0.01% of portfolio
|
Q2 2025
Added 24.86%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
13,920
shares
|
$369,854
0.29% of portfolio
|
Q3 2025
Reduced 43.28%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
13,790
shares
|
$366,400
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Jan 29, 2026 Q4 2025 |
13,746
shares
|
$365,231
0.0% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
13,692
shares
|
$363,796
0.22% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
13,682
shares
|
$363,530
0.05% of portfolio
|
Q4 2025
Added 5.6%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,611
shares
|
$361,644
0.0% of portfolio
|
Q3 2025
Added 18.25%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Jan 27, 2026 Q4 2025 |
13,572
shares
|
$360,608
0.06% of portfolio
|
Q4 2025
Added 13.46%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
13,545
shares
|
$359,890
0.07% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,435
shares
|
$356,967
0.29% of portfolio
|
Q1 2023
Reduced 5.32%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
13,389
shares
|
$355,745
0.05% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Invested Advisors
State College, PA |
Jan 23, 2026 Q4 2025 |
13,373
shares
|
$355,320
0.38% of portfolio
|
Q4 2025
Added 49.04%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
13,371
shares
|
$355,267
0.0% of portfolio
|
Q3 2025
Added 1.87%
|
|