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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
951,550
shares
|
$25.6 Million
0.34% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Solitude Financial Services
|
Nov 05, 2025 Q3 2025 |
939,079
shares
|
$25.3 Million
8.47% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
938,733
shares
|
$25.3 Million
5.15% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
901,980
shares
|
$24.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
877,652
shares
|
$23.7 Million
4.79% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
872,707
shares
|
$23.5 Million
0.22% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
872,104
shares
|
$23.5 Million
10.9% of portfolio
|
Q3 2025
Added 409338.5%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
844,738
shares
|
$22.8 Million
2.63% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
826,791
shares
|
$22.3 Million
0.12% of portfolio
|
Q3 2025
Added 121.64%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
808,267
shares
|
$21.8 Million
2.06% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
801,232
shares
|
$21.6 Million
4.17% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
765,708
shares
|
$20.6 Million
4.56% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
759,857
shares
|
$20.5 Million
8.9% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
757,846
shares
|
$20.4 Million
1.58% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
744,484
shares
|
$20.1 Million
7.05% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
728,379
shares
|
$19.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
681,154
shares
|
$18.4 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
662,637
shares
|
$17.9 Million
1.94% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
651,562
shares
|
$17.6 Million
4.29% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
644,408
shares
|
$17.4 Million
2.01% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
634,841
shares
|
$17.1 Million
0.03% of portfolio
|
Q3 2025
Added 26.52%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
624,285
shares
|
$16.8 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
610,560
shares
|
$16.5 Million
9.2% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
597,165
shares
|
$16.1 Million
6.25% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
594,354
shares
|
$16 Million
0.01% of portfolio
|
Q3 2025
Added 7.96%
|