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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
5,979
shares
|
$158,862
0.01% of portfolio
|
Q3 2025
Added 4232.61%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
5,961
shares
|
$158,383
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,853
shares
|
$155,514
0.01% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
5,832
shares
|
$154,956
0.05% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,832
shares
|
$154,956
0.0% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
5,791
shares
|
$153,866
0.06% of portfolio
|
Q3 2025
Reduced 16.05%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
5,518
shares
|
$146,613
0.01% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,469
shares
|
$145,311
0.01% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
5,388
shares
|
$143,159
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5,362
shares
|
$142,468
0.01% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,325
shares
|
$141,485
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
5,190
shares
|
$137,898
0.01% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
5,168
shares
|
$137,313
0.07% of portfolio
|
Q3 2025
Added 139.26%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,114
shares
|
$135,878
0.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
4,932
shares
|
$131,043
0.04% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
4,890
shares
|
$129,927
0.02% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
4,860
shares
|
$129,130
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
4,785
shares
|
$127,137
0.0% of portfolio
|
Q3 2025
Added 219.0%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
4,770
shares
|
$126,738
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
4,362
shares
|
$115,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
4,269
shares
|
$113,427
0.0% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
4,159
shares
|
$110,504
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
4,157
shares
|
$110,451
0.0% of portfolio
|
Q3 2025
Added 30.4%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
4,062
shares
|
$107,927
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,042
shares
|
$107,395
0.11% of portfolio
|
Q4 2022
New holding
|