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 753 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 $16.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
2,130,599
shares
|
$56.5 Million
9.11% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,052,034
shares
|
$54.4 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,898,469
shares
|
$50.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Ashford Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,876,180
shares
|
$49.7 Million
10.92% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,867,518
shares
|
$49.5 Million
0.09% of portfolio
|
Q2 2025
Added 228.86%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,841,773
shares
|
$48.8 Million
23.27% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,837,904
shares
|
$48.7 Million
0.06% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
1,726,912
shares
|
$45.8 Million
15.1% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,696,823
shares
|
$45 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
1,532,626
shares
|
$40.6 Million
5.5% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
1,444,754
shares
|
$38.3 Million
7.26% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,353,683
shares
|
$35.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,342,981
shares
|
$35.6 Million
2.09% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,304,132
shares
|
$34.6 Million
1.48% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
1,304,132
shares
|
$34.6 Million
5.43% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Oct 27, 2025 Q3 2025 |
1,261,649
shares
|
$33.4 Million
19.97% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
1,223,475
shares
|
$32.4 Million
3.12% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,107,390
shares
|
$29.3 Million
0.04% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
1,063,885
shares
|
$28.2 Million
10.78% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
1,059,490
shares
|
$28.1 Million
1.55% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
1,025,322
shares
|
$27.2 Million
3.64% of portfolio
|
Q3 2025
Added 75.29%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
985,332
shares
|
$26.1 Million
3.62% of portfolio
|
Q3 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
982,252
shares
|
$26 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 22, 2025 Q3 2025 |
970,575
shares
|
$25.7 Million
17.3% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
967,375
shares
|
$25.6 Million
0.58% of portfolio
|
Q2 2025
Added 36.15%
|