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 |
|---|---|---|---|---|---|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
181,770
shares
|
$4.74 Million
0.92% of portfolio
|
Q2 2025
Reduced 59.48%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
181,711
shares
|
$4.74 Million
4.46% of portfolio
|
Q2 2025
Added 1358.12%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
180,370
shares
|
$4.7 Million
3.6% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
177,767
shares
|
$4.63 Million
0.11% of portfolio
|
Q2 2025
Added 27.5%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
177,759
shares
|
$4.63 Million
1.18% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
177,171
shares
|
$4.62 Million
0.3% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
174,624
shares
|
$4.55 Million
0.04% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
174,270
shares
|
$4.54 Million
2.91% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
173,319
shares
|
$4.52 Million
0.02% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
170,447
shares
|
$4.44 Million
2.58% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
170,121
shares
|
$4.43 Million
1.37% of portfolio
|
Q2 2025
Added 408.34%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
168,377
shares
|
$4.39 Million
0.04% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
164,930
shares
|
$4.3 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
159,358
shares
|
$4.15 Million
0.57% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
159,276
shares
|
$4.15 Million
0.03% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
151,487
shares
|
$3.95 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
145,897
shares
|
$3.8 Million
0.77% of portfolio
|
Q2 2025
Added 36.2%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
144,253
shares
|
$3.76 Million
0.64% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
143,518
shares
|
$3.74 Million
1.11% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
142,967
shares
|
$3.73 Million
0.14% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
142,741
shares
|
$3.72 Million
0.68% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
142,682
shares
|
$3.72 Million
5.87% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
138,500
shares
|
$3.61 Million
0.01% of portfolio
|
Q2 2025
Added 22.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
133,905
shares
|
$3.49 Million
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
132,037
shares
|
$3.44 Million
0.9% of portfolio
|
Q2 2025
Added 6.12%
|