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 779 institutions that hold shares in the stock, with a total of 632 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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
409,098
shares
|
$10.9 Million
0.4% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2026 Q4 2025 |
408,892
shares
|
$10.9 Million
5.26% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
401,749
shares
|
$10.7 Million
0.95% of portfolio
|
Q3 2025
Reduced 16.29%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
386,049
shares
|
$10.3 Million
2.95% of portfolio
|
Q4 2025
Added 2.58%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 23, 2026 Q4 2025 |
382,396
shares
|
$10.2 Million
6.3% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
374,530
shares
|
$9.95 Million
1.93% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
371,865
shares
|
$9.88 Million
5.77% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
370,593
shares
|
$9.85 Million
3.04% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
360,322
shares
|
$9.57 Million
0.08% of portfolio
|
Q4 2025
Reduced 7.08%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
358,738
shares
|
$9.53 Million
0.01% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
355,825
shares
|
$9.45 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
355,450
shares
|
$9.44 Million
0.05% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
353,959
shares
|
$9.4 Million
6.67% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
347,359
shares
|
$9.23 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
340,403
shares
|
$9.04 Million
5.41% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
339,913
shares
|
$9.03 Million
2.1% of portfolio
|
Q4 2025
Added 21.92%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 15, 2026 Q4 2025 |
336,039
shares
|
$8.93 Million
4.25% of portfolio
|
Q4 2025
Added 637.12%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
334,109
shares
|
$8.88 Million
2.22% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
333,594
shares
|
$8.86 Million
1.03% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
333,046
shares
|
$8.85 Million
0.21% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
322,098
shares
|
$8.56 Million
0.9% of portfolio
|
Q2 2024
Added 0.94%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
313,776
shares
|
$8.34 Million
4.34% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
310,649
shares
|
$8.25 Million
0.02% of portfolio
|
Q3 2025
Added 58.79%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
300,440
shares
|
$7.98 Million
4.48% of portfolio
|
Q4 2025
Added 2.22%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
299,485
shares
|
$7.96 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.31%
|
|