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 714 institutions that hold shares in the stock, with a total of 614 Million shares, which have been reported (via 13F filing form) to have a value of $15.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
402,245,815
shares
|
$10 Billion
1.77% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
15,532,802
shares
|
$387 Million
0.94% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
Jul 17, 2025 Q2 2025 |
8,538,518
shares
|
$213 Million
27.32% of portfolio
|
Q2 2025
Added 36.15%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
8,268,173
shares
|
$206 Million
11.31% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
7,821,721
shares
|
$195 Million
4.55% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
7,764,205
shares
|
$193 Million
0.05% of portfolio
|
Q1 2025
Added 31.92%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
6,394,055
shares
|
$159 Million
0.05% of portfolio
|
Q2 2025
Added 67.9%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
6,060,172
shares
|
$151 Million
7.14% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
5,841,416
shares
|
$145 Million
25.44% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
4,621,221
shares
|
$115 Million
17.45% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,555,055
shares
|
$113 Million
0.01% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,755,197
shares
|
$93.5 Million
6.57% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,548,069
shares
|
$88.3 Million
0.03% of portfolio
|
Q2 2025
Added 37.62%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
3,490,978
shares
|
$86.9 Million
10.53% of portfolio
|
Q2 2025
Added 120.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,435,332
shares
|
$85.5 Million
0.15% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,396,569
shares
|
$84.6 Million
3.27% of portfolio
|
Q2 2025
Added 24845.42%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
3,146,237
shares
|
$78.3 Million
2.84% of portfolio
|
Q2 2025
Reduced 28.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,015,063
shares
|
$75.1 Million
0.01% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
2,866,593
shares
|
$71.4 Million
5.41% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
2,619,006
shares
|
$65.2 Million
5.93% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
2,409,524
shares
|
$60 Million
8.6% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,405,737
shares
|
$59.9 Million
0.01% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
2,334,201
shares
|
$58.1 Million
9.97% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,289,684
shares
|
$57 Million
19.74% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
2,130,599
shares
|
$53.1 Million
9.11% of portfolio
|
Q2 2025
Reduced 0.49%
|