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 |
|---|---|---|---|---|---|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
618
shares
|
$16,420
0.0% of portfolio
|
Q1 2025
Reduced 81.19%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
600
shares
|
$15,942
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
597
shares
|
$15,862
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
588
shares
|
$15,623
0.0% of portfolio
|
Q3 2025
Reduced 84.04%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
587
shares
|
$15,596
0.0% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
557
shares
|
$14,799
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
537
shares
|
$14,268
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
518
shares
|
$13,763
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
504
shares
|
$13,391
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
501
shares
|
$13,311
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
490
shares
|
$13,019
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
490
shares
|
$13,019
0.0% of portfolio
|
Q1 2025
Added 600.0%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
459
shares
|
$12,195
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
441
shares
|
$11,717
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
432
shares
|
$11,478
0.0% of portfolio
|
Q4 2024
Reduced 59.74%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
431
shares
|
$11,451
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
426
shares
|
$11,318
0.0% of portfolio
|
Q3 2025
Reduced 27.92%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
417
shares
|
$11,079
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
381
shares
|
$10,123
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
378
shares
|
$10,043
0.0% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
369
shares
|
$9,804
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
348
shares
|
$9,246
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
348
shares
|
$9,246
0.0% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
327
shares
|
$8,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
320
shares
|
$8,502
0.01% of portfolio
|
Q3 2025
New holding
|