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 |
|---|---|---|---|---|---|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
432
shares
|
$11,257
0.0% of portfolio
|
Q4 2024
Reduced 59.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
428
shares
|
$11,153
0.0% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
420
shares
|
$10,945
0.0% of portfolio
|
Q2 2025
Added 19.66%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
417
shares
|
$10,867
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
381
shares
|
$9,928
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
348
shares
|
$9,068
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
327
shares
|
$8,521
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
312
shares
|
$8,130
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
300
shares
|
$7,818
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
300
shares
|
$7,818
0.0% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
285
shares
|
$7,427
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
279
shares
|
$7,270
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
279
shares
|
$7,270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
270
shares
|
$7,036
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
267
shares
|
$6,958
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
238
shares
|
$6,202
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
213
shares
|
$5,550
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
204
shares
|
$5,316
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
189
shares
|
$4,925
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
177
shares
|
$4,612
0.0% of portfolio
|
Q4 2021
Reduced 15.71%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
172
shares
|
$4,482
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
171
shares
|
$4,456
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
162
shares
|
$4,221
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
144
shares
|
$3,752
0.0% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
138
shares
|
$3,596
0.0% of portfolio
|
Q4 2024
Added 200.0%
|