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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
187,585
shares
|
$5.06 Million
0.2% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
187,519
shares
|
$5.05 Million
1.46% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
184,504
shares
|
$4.97 Million
0.04% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
181,293
shares
|
$4.89 Million
0.31% of portfolio
|
Q3 2025
Reduced 21.43%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
180,099
shares
|
$4.85 Million
3.47% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
178,274
shares
|
$4.8 Million
1.15% of portfolio
|
Q3 2025
Added 22.19%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
174,624
shares
|
$4.71 Million
0.04% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
173,807
shares
|
$4.68 Million
2.83% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
173,319
shares
|
$4.67 Million
0.02% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
172,446
shares
|
$4.65 Million
1.04% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
171,229
shares
|
$4.61 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
170,447
shares
|
$4.59 Million
2.58% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
170,413
shares
|
$4.59 Million
0.05% of portfolio
|
Q3 2025
Added 470.17%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
164,930
shares
|
$4.44 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
164,072
shares
|
$4.42 Million
0.55% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
164,012
shares
|
$4.42 Million
1.16% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
159,276
shares
|
$4.29 Million
0.03% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
158,443
shares
|
$4.27 Million
0.1% of portfolio
|
Q3 2025
Reduced 10.87%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
149,477
shares
|
$4.03 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
147,553
shares
|
$3.98 Million
0.65% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
143,769
shares
|
$3.87 Million
0.13% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
143,518
shares
|
$3.87 Million
1.11% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
142,943
shares
|
$3.85 Million
0.97% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
142,682
shares
|
$3.85 Million
5.87% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
138,868
shares
|
$3.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.57%
|