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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
2,130,599
shares
|
$55.5 Million
9.11% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,052,034
shares
|
$53.5 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,049,148
shares
|
$53.4 Million
0.07% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Ashford Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,981,772
shares
|
$51.6 Million
11.22% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,867,518
shares
|
$48.7 Million
0.09% of portfolio
|
Q2 2025
Added 228.86%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
1,850,958
shares
|
$48.2 Million
23.61% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
1,819,924
shares
|
$47.4 Million
0.06% of portfolio
|
Q2 2025
Added 93.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,696,823
shares
|
$44.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,690,904
shares
|
$44.1 Million
0.05% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
1,575,697
shares
|
$41.1 Million
14.41% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,550,283
shares
|
$40.4 Million
7.79% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
1,469,002
shares
|
$38.3 Million
5.25% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
1,450,178
shares
|
$37.8 Million
7.2% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,353,683
shares
|
$35.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,321,791
shares
|
$34.4 Million
2.11% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
1,241,457
shares
|
$32.4 Million
5.45% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,241,457
shares
|
$32.4 Million
1.42% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,226,154
shares
|
$32 Million
3.1% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
1,213,562
shares
|
$31.6 Million
20.09% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,107,390
shares
|
$28.9 Million
0.04% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
1,061,948
shares
|
$27.7 Million
11.01% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
1,059,490
shares
|
$27.6 Million
1.55% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
982,252
shares
|
$25.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
967,375
shares
|
$25.2 Million
0.58% of portfolio
|
Q2 2025
Added 36.15%
|
|
|
Solitude Financial Services
|
Jul 23, 2025 Q2 2025 |
958,783
shares
|
$25 Million
8.54% of portfolio
|
Q2 2025
Added 5.3%
|