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 631 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
312
shares
|
$8,289
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
300
shares
|
$7,971
0.0% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
286
shares
|
$7,599
0.01% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
285
shares
|
$7,572
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
279
shares
|
$7,413
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
279
shares
|
$7,413
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
270
shares
|
$7,173
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
267
shares
|
$7,094
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
238
shares
|
$6,323
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
231
shares
|
$6,137
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
189
shares
|
$5,021
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
186
shares
|
$4,942
0.0% of portfolio
|
Q3 2025
Reduced 99.99%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
177
shares
|
$4,702
0.0% of portfolio
|
Q4 2021
Reduced 15.71%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
172
shares
|
$4,570
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
171
shares
|
$4,543
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
162
shares
|
$4,304
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
159
shares
|
$4,224
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
150
shares
|
$3,985
0.0% of portfolio
|
Q3 2025
Reduced 96.04%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
144
shares
|
$3,826
0.0% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
117
shares
|
$3,108
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
117
shares
|
$3,108
0.0% of portfolio
|
Q2 2025
New holding
|
|