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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
13,265
shares
|
$352,451
0.03% of portfolio
|
Q4 2025
Reduced 9.05%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
13,243
shares
|
$351,866
0.08% of portfolio
|
Q3 2022
Added 26.17%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
13,233
shares
|
$351,600
0.01% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
13,200
shares
|
$350,724
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
13,181
shares
|
$350,219
0.0% of portfolio
|
Q3 2025
Added 21.73%
|
|
|
Whittier Trust CO
|
Jan 26, 2026 Q4 2025 |
13,158
shares
|
$349,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Weatherly Asset Management L. P.
|
Jan 15, 2026 Q4 2025 |
13,142
shares
|
$349,182
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
13,074
shares
|
$347,376
0.0% of portfolio
|
Q4 2025
Reduced 3.79%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
13,073
shares
|
$347,349
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
13,039
shares
|
$346,446
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
13,010
shares
|
$345,675
0.06% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
12,991
shares
|
$345,170
0.01% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
12,922
shares
|
$343,337
0.07% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
12,844
shares
|
$341,265
0.14% of portfolio
|
Q4 2025
Reduced 8.13%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
12,792
shares
|
$339,883
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
12,755
shares
|
$338,900
0.02% of portfolio
|
Q3 2025
Added 14.11%
|
|
|
Bedel Financial Consulting, Inc.
|
Jan 28, 2026 Q4 2025 |
12,750
shares
|
$338,767
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
12,733
shares
|
$338,315
0.06% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
12,677
shares
|
$336,827
0.01% of portfolio
|
Q3 2025
Reduced 35.16%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jan 20, 2026 Q4 2025 |
12,591
shares
|
$334,542
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
12,540
shares
|
$333,187
0.1% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
12,525
shares
|
$332,789
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
12,512
shares
|
$332,443
0.23% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
12,328
shares
|
$327,554
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12,223
shares
|
$324,765
0.06% of portfolio
|
Q4 2024
Added 201.43%
|
|