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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
5,518
shares
|
$143,799
0.01% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,469
shares
|
$142,522
0.01% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
5,388
shares
|
$140,411
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,325
shares
|
$138,769
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,184
shares
|
$135,095
0.0% of portfolio
|
Q2 2025
Reduced 92.94%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,114
shares
|
$133,270
0.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
4,932
shares
|
$128,527
0.04% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
4,860
shares
|
$126,651
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,807
shares
|
$125,270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
4,770
shares
|
$124,306
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
4,622
shares
|
$120,449
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,607
shares
|
$120,058
0.01% of portfolio
|
Q2 2025
Reduced 24.46%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
4,362
shares
|
$113,673
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
4,329
shares
|
$112,813
0.0% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
4,159
shares
|
$108,383
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
4,062
shares
|
$105,855
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,042
shares
|
$105,334
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,901
shares
|
$101,660
0.01% of portfolio
|
Q2 2025
Added 97.92%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,885
shares
|
$101,243
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,806
shares
|
$99,184
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
3,786
shares
|
$98,663
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,684
shares
|
$96,005
0.01% of portfolio
|
Q2 2025
Reduced 49.15%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
3,642
shares
|
$94,910
0.06% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,524
shares
|
$91,835
0.0% of portfolio
|
Q2 2025
Reduced 51.15%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,432
shares
|
$89,437
0.0% of portfolio
|
Q1 2025
New holding
|