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 |
|---|---|---|---|---|---|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
273,214
shares
|
$7.12 Million
1.75% of portfolio
|
Q2 2025
Added 23.05%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
267,366
shares
|
$6.97 Million
1.17% of portfolio
|
Q2 2025
Reduced 18.53%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
265,907
shares
|
$6.93 Million
0.38% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
263,975
shares
|
$6.88 Million
0.35% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
261,186
shares
|
$6.81 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
255,428
shares
|
$6.66 Million
3.19% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
253,826
shares
|
$6.61 Million
1.43% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
247,442
shares
|
$6.45 Million
2.96% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
247,027
shares
|
$6.44 Million
0.85% of portfolio
|
Q2 2025
Added 43.8%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
242,718
shares
|
$6.33 Million
0.35% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
230,749
shares
|
$6.01 Million
0.38% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
223,627
shares
|
$5.83 Million
4.25% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
221,351
shares
|
$5.77 Million
4.27% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
219,075
shares
|
$5.71 Million
2.06% of portfolio
|
Q2 2025
Added 12.41%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
209,862
shares
|
$5.47 Million
4.59% of portfolio
|
Q2 2025
Added 58.47%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
203,669
shares
|
$5.31 Million
3.41% of portfolio
|
Q2 2025
Added 511.31%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
197,147
shares
|
$5.14 Million
0.69% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
195,631
shares
|
$5.1 Million
0.02% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
193,109
shares
|
$5.03 Million
1.52% of portfolio
|
Q2 2025
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
190,275
shares
|
$4.96 Million
1.46% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
190,030
shares
|
$4.95 Million
0.06% of portfolio
|
Q2 2025
Added 24.58%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
189,486
shares
|
$4.94 Million
0.17% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
189,115
shares
|
$4.93 Million
0.0% of portfolio
|
Q1 2025
Added 37.97%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
189,006
shares
|
$4.93 Million
0.67% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
186,558
shares
|
$4.86 Million
0.19% of portfolio
|
Q2 2025
Reduced 9.59%
|