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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
822
shares
|
$21,421
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
798
shares
|
$20,795
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
795
shares
|
$20,717
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
794
shares
|
$20,691
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
790
shares
|
$20,587
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
720
shares
|
$18,763
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
719
shares
|
$18,737
0.0% of portfolio
|
Q2 2025
Reduced 99.62%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
699
shares
|
$18,215
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
666
shares
|
$17,355
0.0% of portfolio
|
Q2 2025
Reduced 69.96%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
657
shares
|
$17,121
0.0% of portfolio
|
Q4 2024
Added 409.3%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
645
shares
|
$16,808
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
645
shares
|
$16,808
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
621
shares
|
$16,183
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
618
shares
|
$16,105
0.0% of portfolio
|
Q1 2025
Reduced 81.19%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
600
shares
|
$15,636
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
591
shares
|
$15,401
0.0% of portfolio
|
Q1 2025
Reduced 41.89%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
584
shares
|
$15,219
0.0% of portfolio
|
Q2 2025
Reduced 90.22%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
582
shares
|
$15,166
0.0% of portfolio
|
Q2 2025
Reduced 87.07%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
557
shares
|
$14,515
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
537
shares
|
$13,994
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
501
shares
|
$13,056
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
490
shares
|
$12,769
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
490
shares
|
$12,769
0.0% of portfolio
|
Q1 2025
Added 600.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
489
shares
|
$12,743
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
441
shares
|
$11,492
0.0% of portfolio
|
Q2 2025
New holding
|