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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,283
shares
|
$60,659
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,277
shares
|
$60,499
0.01% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
2,234
shares
|
$59,357
0.03% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
2,232
shares
|
$59,304
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
2,221
shares
|
$59,011
0.0% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
2,207
shares
|
$58,639
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
2,139
shares
|
$56,833
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,127
shares
|
$56,514
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
2,100
shares
|
$55,797
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
2,076
shares
|
$55,159
0.03% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
2,076
shares
|
$55,159
0.0% of portfolio
|
Q3 2025
Reduced 35.81%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,049
shares
|
$54,441
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
1,915
shares
|
$50,881
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,900
shares
|
$50,483
0.05% of portfolio
|
Q2 2023
Added 322.22%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
1,822
shares
|
$48,410
0.03% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,822
shares
|
$48,410
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,743
shares
|
$46,311
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,713
shares
|
$45,514
0.0% of portfolio
|
Q3 2025
Reduced 12.87%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,692
shares
|
$44,956
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,626
shares
|
$43,202
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,626
shares
|
$43,202
0.0% of portfolio
|
Q3 2025
Added 91.52%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
1,466
shares
|
$38,951
0.01% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
1,420
shares
|
$37,729
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
1,411
shares
|
$37,490
0.02% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,346
shares
|
$35,763
0.01% of portfolio
|
Q1 2025
Added 79.47%
|