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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
409,430
shares
|
$11 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
407,571
shares
|
$11 Million
0.14% of portfolio
|
Q2 2025
Added 41.19%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
406,014
shares
|
$10.9 Million
5.18% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
402,617
shares
|
$10.9 Million
0.03% of portfolio
|
Q2 2025
Added 16.07%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
387,778
shares
|
$10.5 Million
0.08% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Nov 04, 2025 Q3 2025 |
382,370
shares
|
$10.3 Million
6.16% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
378,479
shares
|
$10.2 Million
1.18% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
377,205
shares
|
$10.2 Million
1.84% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
376,330
shares
|
$10.1 Million
2.66% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
371,865
shares
|
$10 Million
5.77% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
370,593
shares
|
$9.99 Million
3.04% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
358,738
shares
|
$9.67 Million
0.01% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
353,959
shares
|
$9.54 Million
6.67% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
347,359
shares
|
$9.36 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
343,549
shares
|
$9.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 52.34%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
340,403
shares
|
$9.17 Million
5.41% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
333,046
shares
|
$8.98 Million
0.21% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
332,021
shares
|
$8.95 Million
2.2% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
322,098
shares
|
$8.68 Million
0.9% of portfolio
|
Q2 2024
Added 0.94%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
319,653
shares
|
$8.61 Million
0.14% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
310,301
shares
|
$8.36 Million
4.4% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
293,902
shares
|
$7.92 Million
4.26% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
285,378
shares
|
$7.69 Million
3.53% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
282,215
shares
|
$7.61 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
281,108
shares
|
$7.58 Million
0.01% of portfolio
|
Q2 2025
Added 1.53%
|