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 770 institutions that hold shares in the stock, with a total of 631 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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
282,215
shares
|
$7.5 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
278,792
shares
|
$7.41 Million
1.79% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
277,857
shares
|
$7.38 Million
1.11% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
276,878
shares
|
$7.36 Million
0.39% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
273,566
shares
|
$7.27 Million
0.28% of portfolio
|
Q4 2023
Added 2.42%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
265,741
shares
|
$7.06 Million
0.33% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
262,071
shares
|
$6.96 Million
0.53% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
258,350
shares
|
$6.86 Million
2.98% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
247,240
shares
|
$6.57 Million
1.11% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Verum Partners LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
243,399
shares
|
$6.47 Million
1.36% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
242,718
shares
|
$6.45 Million
0.35% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Nov 04, 2025 Q3 2025 |
241,590
shares
|
$6.42 Million
6.44% of portfolio
|
Q3 2025
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
240,448
shares
|
$6.39 Million
4.38% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
224,918
shares
|
$5.98 Million
5.52% of portfolio
|
Q3 2025
Added 23.78%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
223,833
shares
|
$5.95 Million
0.0% of portfolio
|
Q3 2025
Added 114.49%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
222,850
shares
|
$5.92 Million
4.19% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
216,509
shares
|
$5.75 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
203,304
shares
|
$5.4 Million
0.03% of portfolio
|
Q3 2025
Added 112.88%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
202,794
shares
|
$5.39 Million
3.5% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
200,991
shares
|
$5.34 Million
3.88% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
200,766
shares
|
$5.33 Million
0.06% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
199,705
shares
|
$5.31 Million
0.67% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
194,577
shares
|
$5.17 Million
1.11% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
194,577
shares
|
$5.17 Million
0.84% of portfolio
|
Q3 2025
Added 28.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
191,353
shares
|
$5.08 Million
0.09% of portfolio
|
Q3 2025
Reduced 33.86%
|
|