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 767 institutions that hold shares in the stock, with a total of 630 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
138,800
shares
|
$3.74 Million
0.01% of portfolio
|
Q3 2025
Added 140.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
138,500
shares
|
$3.73 Million
0.01% of portfolio
|
Q2 2025
Added 22.63%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
137,239
shares
|
$3.7 Million
2.4% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
136,396
shares
|
$3.68 Million
0.02% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
132,018
shares
|
$3.56 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
131,335
shares
|
$3.54 Million
2.61% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
130,300
shares
|
$3.51 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
130,285
shares
|
$3.51 Million
1.15% of portfolio
|
Q3 2025
Reduced 40.53%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
126,991
shares
|
$3.42 Million
0.35% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
126,882
shares
|
$3.42 Million
0.39% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
122,693
shares
|
$3.31 Million
0.93% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
122,614
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
119,587
shares
|
$3.22 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
118,860
shares
|
$3.2 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
118,186
shares
|
$3.19 Million
1.04% of portfolio
|
Q2 2023
Added 8.39%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
118,142
shares
|
$3.18 Million
0.46% of portfolio
|
Q3 2025
Added 45.9%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
116,211
shares
|
$3.13 Million
0.76% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
114,829
shares
|
$3.09 Million
0.05% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
114,130
shares
|
$3.08 Million
0.06% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
113,713
shares
|
$3.06 Million
1.12% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
113,095
shares
|
$3.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
112,494
shares
|
$3.03 Million
0.03% of portfolio
|
Q3 2025
Added 34.75%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
112,139
shares
|
$3.02 Million
1.23% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
110,497
shares
|
$2.98 Million
0.27% of portfolio
|
Q3 2023
Reduced 23.4%
|