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 |
|---|---|---|---|---|---|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
4,041
shares
|
$107,369
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
3,993
shares
|
$106,094
0.04% of portfolio
|
Q3 2025
Reduced 89.09%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
3,885
shares
|
$103,224
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,806
shares
|
$101,125
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
3,717
shares
|
$98,760
0.01% of portfolio
|
Q3 2025
Added 2850.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
3,642
shares
|
$96,767
0.06% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,567
shares
|
$94,775
0.01% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,432
shares
|
$91,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
3,384
shares
|
$89,912
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
3,360
shares
|
$89,275
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
3,006
shares
|
$79,869
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
2,979
shares
|
$79,152
0.06% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
2,970
shares
|
$78,912
0.04% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
2,970
shares
|
$78,912
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
2,922
shares
|
$77,637
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,889
shares
|
$76,760
0.01% of portfolio
|
Q3 2025
Reduced 48.06%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
2,773
shares
|
$73,678
0.01% of portfolio
|
Q3 2025
Added 346.54%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
2,725
shares
|
$72,403
0.02% of portfolio
|
Q3 2025
Added 76.49%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
2,586
shares
|
$68,710
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,556
shares
|
$67,912
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,501
shares
|
$66,451
0.02% of portfolio
|
Q4 2024
Added 201.33%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
2,423
shares
|
$64,379
0.02% of portfolio
|
Q3 2025
Added 109.78%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,391
shares
|
$63,528
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
2,336
shares
|
$62,067
0.02% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
2,310
shares
|
$61,376
0.01% of portfolio
|
Q2 2025
Reduced 8.44%
|