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 |
|---|---|---|---|---|---|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
11,066
shares
|
$288,379
0.06% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
10,885
shares
|
$283,663
0.0% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,872
shares
|
$283,324
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
10,842
shares
|
$282,542
0.02% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
10,828
shares
|
$282,177
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
10,738
shares
|
$279,832
0.01% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
10,575
shares
|
$275,584
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,568
shares
|
$275,402
0.07% of portfolio
|
Q4 2024
Added 199.72%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
10,552
shares
|
$274,985
0.05% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
10,540
shares
|
$274,672
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
10,532
shares
|
$274,463
0.05% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
10,425
shares
|
$271,675
0.05% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
10,228
shares
|
$266,541
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10,216
shares
|
$266,228
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,147
shares
|
$264,430
0.01% of portfolio
|
Q2 2024
Reduced 13.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
10,140
shares
|
$264,248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
10,114
shares
|
$263,570
0.05% of portfolio
|
Q2 2025
Reduced 96.45%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
10,098
shares
|
$263,153
0.02% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
9,984
shares
|
$260,183
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
9,977
shares
|
$260,000
0.1% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,818
shares
|
$255,857
0.04% of portfolio
|
Q2 2022
Added 0.9%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
9,794
shares
|
$255,231
0.15% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
9,762
shares
|
$254,397
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,748
shares
|
$254,032
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
9,560
shares
|
$249,133
0.12% of portfolio
|
Q1 2025
Reduced 4.02%
|