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 723 institutions that hold shares in the stock, with a total of 619 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
80,976
shares
|
$2.02 Million
0.32% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
79,877
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
79,827
shares
|
$1.99 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
78,125
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
77,951
shares
|
$1.94 Million
0.08% of portfolio
|
Q2 2025
Added 37.31%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
76,734
shares
|
$1.91 Million
1.11% of portfolio
|
Q2 2025
Reduced 29.87%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
75,277
shares
|
$1.87 Million
0.13% of portfolio
|
Q2 2025
Reduced 35.71%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
75,171
shares
|
$1.87 Million
0.14% of portfolio
|
Q2 2025
Reduced 67.5%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
74,893
shares
|
$1.86 Million
1.75% of portfolio
|
Q2 2025
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
74,082
shares
|
$1.84 Million
0.39% of portfolio
|
Q2 2025
Reduced 68.72%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
74,027
shares
|
$1.84 Million
1.46% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
73,446
shares
|
$1.83 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
71,761
shares
|
$1.79 Million
0.48% of portfolio
|
Q2 2025
Added 76.91%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
71,500
shares
|
$1.78 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
70,017
shares
|
$1.74 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
69,548
shares
|
$1.73 Million
0.13% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
69,105
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
68,602
shares
|
$1.71 Million
0.48% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
67,716
shares
|
$1.69 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
67,485
shares
|
$1.68 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
66,222
shares
|
$1.65 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
65,489
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
65,039
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
64,585
shares
|
$1.61 Million
0.17% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
64,360
shares
|
$1.6 Million
2.57% of portfolio
|
Q2 2025
Reduced 0.27%
|