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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
574,387
shares
|
$15 Million
0.1% of portfolio
|
Q2 2025
Added 664.54%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
564,097
shares
|
$14.7 Million
1.22% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
558,014
shares
|
$14.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
550,528
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
544,849
shares
|
$14.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
501,777
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
490,770
shares
|
$12.8 Million
8.09% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
486,793
shares
|
$12.7 Million
8.07% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
480,087
shares
|
$12.5 Million
2.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
479,917
shares
|
$12.5 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
476,707
shares
|
$12.4 Million
2.59% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
470,486
shares
|
$12.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
467,924
shares
|
$12.2 Million
6.54% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
455,788
shares
|
$11.9 Million
0.07% of portfolio
|
Q2 2025
Added 29.97%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
453,479
shares
|
$11.8 Million
1.73% of portfolio
|
Q2 2025
Added 20.33%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
446,865
shares
|
$11.6 Million
0.78% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
434,117
shares
|
$11.3 Million
3.68% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
417,958
shares
|
$10.9 Million
7.23% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
417,042
shares
|
$10.9 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
415,763
shares
|
$10.8 Million
8.64% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
409,622
shares
|
$10.7 Million
0.41% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
407,740
shares
|
$10.6 Million
5.05% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
407,571
shares
|
$10.6 Million
0.14% of portfolio
|
Q2 2025
Added 41.19%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
403,514
shares
|
$10.5 Million
0.26% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
402,617
shares
|
$10.5 Million
0.03% of portfolio
|
Q2 2025
Added 16.07%
|