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 |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,969
shares
|
$214,764
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
7,968
shares
|
$214,737
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,960
shares
|
$214,522
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
7,935
shares
|
$213,848
0.15% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
7,887
shares
|
$212,554
0.01% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
7,881
shares
|
$212,392
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
7,859
shares
|
$211,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
7,857
shares
|
$211,746
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
7,830
shares
|
$211,018
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,793
shares
|
$210,021
0.01% of portfolio
|
Q1 2024
Reduced 21.76%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
7,767
shares
|
$209,320
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
7,697
shares
|
$207,434
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
7,694
shares
|
$207,353
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
7,690
shares
|
$207,245
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
7,677
shares
|
$206,895
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
7,584
shares
|
$204,388
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
7,459
shares
|
$201,020
0.0% of portfolio
|
Q2 2025
Added 3229.91%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
7,307
shares
|
$196,923
0.04% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
6,979
shares
|
$188,084
0.0% of portfolio
|
Q3 2025
Added 45.18%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
6,797
shares
|
$183,179
0.02% of portfolio
|
Q2 2020
Reduced 44.67%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
6,785
shares
|
$182,855
0.02% of portfolio
|
Q2 2025
Added 59.27%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,740
shares
|
$181,643
0.08% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
6,724
shares
|
$181,211
0.0% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,564
shares
|
$176,899
0.03% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
6,394
shares
|
$172,318
0.02% of portfolio
|
Q3 2025
Reduced 5.98%
|