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 |
|---|---|---|---|---|---|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
382,532
shares
|
$9.97 Million
6.24% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
379,204
shares
|
$9.88 Million
0.07% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
378,479
shares
|
$9.86 Million
1.18% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
377,760
shares
|
$9.84 Million
1.92% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
373,221
shares
|
$9.73 Million
0.11% of portfolio
|
Q2 2025
Reduced 40.32%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
373,027
shares
|
$9.72 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
363,166
shares
|
$9.46 Million
2.64% of portfolio
|
Q2 2025
Added 19.46%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
356,328
shares
|
$9.29 Million
2.89% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
351,704
shares
|
$9.17 Million
6.54% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
351,269
shares
|
$9.15 Million
5.61% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
351,256
shares
|
$9.15 Million
0.08% of portfolio
|
Q2 2025
Added 198.18%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
343,549
shares
|
$8.95 Million
0.04% of portfolio
|
Q2 2025
Reduced 52.34%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
335,309
shares
|
$8.74 Million
5.5% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
332,250
shares
|
$8.66 Million
0.2% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
332,021
shares
|
$8.65 Million
2.2% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
327,963
shares
|
$8.55 Million
4.77% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
322,098
shares
|
$8.39 Million
0.9% of portfolio
|
Q2 2024
Added 0.94%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
316,117
shares
|
$8.24 Million
0.01% of portfolio
|
Q2 2025
Added 22.17%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
297,986
shares
|
$7.77 Million
0.13% of portfolio
|
Q4 2024
Added 196.88%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
291,211
shares
|
$7.59 Million
4.23% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
289,320
shares
|
$7.54 Million
0.13% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
288,425
shares
|
$7.52 Million
0.32% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
283,545
shares
|
$7.39 Million
1.11% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
281,108
shares
|
$7.33 Million
0.01% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
273,566
shares
|
$7.13 Million
0.28% of portfolio
|
Q4 2023
Added 2.42%
|