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 |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,818
shares
|
$260,864
0.04% of portfolio
|
Q2 2022
Added 0.9%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
9,762
shares
|
$259,376
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
9,758
shares
|
$259,270
0.0% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
9,540
shares
|
$253,477
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
9,508
shares
|
$252,627
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
9,505
shares
|
$252,547
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9,458
shares
|
$251,299
0.48% of portfolio
|
Q3 2024
Reduced 21.27%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
9,405
shares
|
$249,890
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
9,297
shares
|
$247,021
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
9,285
shares
|
$246,702
0.01% of portfolio
|
Q3 2025
Reduced 18.8%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
9,267
shares
|
$246,224
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
9,247
shares
|
$245,692
0.22% of portfolio
|
Q3 2025
Reduced 68.18%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
9,206
shares
|
$244,603
0.02% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
9,189
shares
|
$244,151
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
9,188
shares
|
$244,125
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
9,160
shares
|
$243,381
0.11% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
9,126
shares
|
$242,477
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
9,120
shares
|
$242,318
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
9,086
shares
|
$241,415
0.0% of portfolio
|
Q2 2025
Reduced 72.97%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
9,056
shares
|
$240,617
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
9,040
shares
|
$240,192
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
8,994
shares
|
$238,970
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,984
shares
|
$238,704
0.1% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
8,973
shares
|
$238,412
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
8,899
shares
|
$236,446
0.02% of portfolio
|
Q3 2025
Reduced 75.35%
|