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 770 institutions that hold shares in the stock, with a total of 629 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
11,202
shares
|
$297,637
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
11,089
shares
|
$294,634
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
11,076
shares
|
$294,289
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,066
shares
|
$294,023
0.06% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
10,992
shares
|
$292,057
0.01% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
10,872
shares
|
$288,869
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
10,842
shares
|
$288,071
0.01% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
10,673
shares
|
$283,581
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
10,595
shares
|
$281,509
0.05% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
10,585
shares
|
$281,243
0.07% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
10,575
shares
|
$280,977
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,568
shares
|
$280,791
0.07% of portfolio
|
Q4 2024
Added 199.72%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
10,555
shares
|
$280,446
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
10,540
shares
|
$280,047
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
10,506
shares
|
$279,144
0.0% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
10,441
shares
|
$277,417
0.05% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,316
shares
|
$274,096
0.01% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
10,228
shares
|
$271,757
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
10,225
shares
|
$271,678
0.04% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,147
shares
|
$269,605
0.01% of portfolio
|
Q2 2024
Reduced 13.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
10,140
shares
|
$269,419
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
10,098
shares
|
$268,303
0.01% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
10,096
shares
|
$268,250
0.03% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
9,984
shares
|
$265,274
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
9,982
shares
|
$265,221
0.1% of portfolio
|
Q3 2025
Added 0.05%
|