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 |
|---|---|---|---|---|---|
|
Allen Wealth Management, LLC
Boone, NC |
Jul 24, 2025 Q2 2025 |
955,540
shares
|
$24.9 Million
16.4% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
941,707
shares
|
$24.5 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
873,902
shares
|
$22.8 Million
4.74% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
858,364
shares
|
$22.4 Million
4.43% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
826,453
shares
|
$21.5 Million
2.86% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
793,306
shares
|
$20.7 Million
2.06% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
779,628
shares
|
$20.3 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
763,834
shares
|
$19.9 Million
4.59% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
762,115
shares
|
$19.9 Million
4.16% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
759,395
shares
|
$19.8 Million
8.88% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
751,724
shares
|
$19.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
731,430
shares
|
$19.1 Million
7.09% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
691,363
shares
|
$18 Million
0.32% of portfolio
|
Q2 2025
Added 137.81%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
669,199
shares
|
$17.4 Million
3.28% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
658,466
shares
|
$17.2 Million
2.09% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
656,846
shares
|
$17.1 Million
1.93% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
655,010
shares
|
$17.1 Million
3.73% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
649,671
shares
|
$16.9 Million
4.39% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
638,802
shares
|
$16.6 Million
0.49% of portfolio
|
Q2 2025
Added 29.33%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
616,553
shares
|
$16.1 Million
7.23% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
594,851
shares
|
$15.5 Million
9.73% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
593,818
shares
|
$15.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
592,575
shares
|
$15.4 Million
7.31% of portfolio
|
Q2 2025
Added 16.05%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
587,595
shares
|
$15.3 Million
3.6% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
584,927
shares
|
$15.2 Million
2.21% of portfolio
|
Q2 2025
Added 8.1%
|