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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Jan 26, 2026 Q4 2025 |
9,261
shares
|
$246,064
0.02% of portfolio
|
Q4 2025
Reduced 5.53%
|
|
|
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
|
Jan 23, 2026 Q4 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%
|
|
|
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%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
8,888
shares
|
$236,154
0.02% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
8,825
shares
|
$234,480
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
8,640
shares
|
$229,564
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
8,625
shares
|
$229,166
0.01% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
8,574
shares
|
$227,811
0.01% of portfolio
|
Q4 2025
Reduced 9.82%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
8,570
shares
|
$227,704
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
8,566
shares
|
$227,598
0.01% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
8,544
shares
|
$227,014
0.13% of portfolio
|
Q3 2025
Reduced 12.76%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
8,541
shares
|
$226,934
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
8,481
shares
|
$225,340
0.02% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
8,460
shares
|
$224,782
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
8,404
shares
|
$223,294
0.02% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Paradigm Financial Partners, LLC
|
Jan 26, 2026 Q4 2025 |
8,392
shares
|
$222,975
0.02% of portfolio
|
Q4 2025
Reduced 5.7%
|
|