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 759 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 |
|---|---|---|---|---|---|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
588,977
shares
|
$15.9 Million
3.67% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
574,387
shares
|
$15.5 Million
0.1% of portfolio
|
Q2 2025
Added 664.54%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
568,853
shares
|
$15.3 Million
3.95% of portfolio
|
Q3 2025
Reduced 12.44%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
564,097
shares
|
$15.2 Million
1.22% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Northland Capital Management LLC
|
Oct 29, 2025 Q3 2025 |
556,706
shares
|
$15 Million
9.27% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
550,528
shares
|
$14.8 Million
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
546,309
shares
|
$14.7 Million
8.34% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
541,457
shares
|
$14.6 Million
1.9% of portfolio
|
Q3 2025
Added 119.19%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
539,517
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
537,356
shares
|
$14.5 Million
2.46% of portfolio
|
Q3 2025
Reduced 19.7%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
532,087
shares
|
$14.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
524,916
shares
|
$14.1 Million
2.73% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
480,087
shares
|
$12.9 Million
2.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
479,917
shares
|
$12.9 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
476,933
shares
|
$12.9 Million
1.91% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
470,486
shares
|
$12.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
458,078
shares
|
$12.3 Million
0.08% of portfolio
|
Q3 2025
Added 20.8%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
455,788
shares
|
$12.3 Million
0.07% of portfolio
|
Q2 2025
Added 29.97%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
451,869
shares
|
$12.2 Million
5.74% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
423,993
shares
|
$11.4 Million
3.64% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
423,791
shares
|
$11.4 Million
7.31% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
417,670
shares
|
$11.3 Million
0.69% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Nov 06, 2025 Q3 2025 |
413,555
shares
|
$11.1 Million
8.36% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
413,394
shares
|
$11.1 Million
0.27% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
410,994
shares
|
$11.1 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.45%
|