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 |
|---|---|---|---|---|---|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
98,187
shares
|
$2.56 Million
2.07% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,665
shares
|
$2.55 Million
0.2% of portfolio
|
Q3 2022
Added 2.91%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
97,579
shares
|
$2.54 Million
1.47% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
95,830
shares
|
$2.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
95,658
shares
|
$2.49 Million
0.49% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
95,502
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.26%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
93,513
shares
|
$2.44 Million
1.16% of portfolio
|
Q3 2023
Added 8.63%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
93,103
shares
|
$2.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
92,317
shares
|
$2.41 Million
0.02% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
92,040
shares
|
$2.4 Million
0.09% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
91,894
shares
|
$2.39 Million
0.19% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
90,929
shares
|
$2.37 Million
1.55% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
90,875
shares
|
$2.37 Million
1.15% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
90,467
shares
|
$2.36 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
90,342
shares
|
$2.35 Million
0.02% of portfolio
|
Q1 2025
Added 28.4%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
90,206
shares
|
$2.35 Million
0.04% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
88,433
shares
|
$2.3 Million
0.07% of portfolio
|
Q2 2025
Added 40.98%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
87,719
shares
|
$2.29 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
87,061
shares
|
$2.27 Million
0.06% of portfolio
|
Q2 2025
Added 769.39%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
86,083
shares
|
$2.24 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
86,052
shares
|
$2.24 Million
1.34% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
85,987
shares
|
$2.24 Million
0.85% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
85,158
shares
|
$2.22 Million
0.78% of portfolio
|
Q2 2025
Added 33.84%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
85,068
shares
|
$2.22 Million
0.37% of portfolio
|
Q2 2025
Added 38.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
83,483
shares
|
$2.18 Million
0.02% of portfolio
|
Q2 2025
Added 76.4%
|