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 |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
132,018
shares
|
$3.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
130,518
shares
|
$3.4 Million
2.65% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
130,413
shares
|
$3.4 Million
0.7% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
130,166
shares
|
$3.39 Million
2.3% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
124,189
shares
|
$3.24 Million
0.21% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
124,028
shares
|
$3.23 Million
0.35% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
123,610
shares
|
$3.22 Million
0.02% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
121,808
shares
|
$3.17 Million
0.93% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
121,241
shares
|
$3.16 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
118,721
shares
|
$3.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 66.49%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
118,186
shares
|
$3.08 Million
1.04% of portfolio
|
Q2 2023
Added 8.39%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
114,263
shares
|
$2.98 Million
0.05% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
113,167
shares
|
$2.95 Million
1.15% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
113,080
shares
|
$2.95 Million
0.35% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
110,497
shares
|
$2.88 Million
0.27% of portfolio
|
Q3 2023
Reduced 23.4%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
109,698
shares
|
$2.86 Million
1.07% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
108,365
shares
|
$2.82 Million
0.06% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
108,119
shares
|
$2.82 Million
0.67% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
107,688
shares
|
$2.81 Million
0.06% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
107,465
shares
|
$2.8 Million
2.22% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,168
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
106,079
shares
|
$2.76 Million
1.0% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
104,358
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2025
Added 233.25%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
102,617
shares
|
$2.67 Million
0.21% of portfolio
|
Q4 2023
Added 7.83%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
101,947
shares
|
$2.66 Million
0.67% of portfolio
|
Q2 2025
Added 1.62%
|