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 |
|---|---|---|---|---|---|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
64,175
shares
|
$1.6 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
63,933
shares
|
$1.59 Million
0.86% of portfolio
|
Q2 2025
Added 6796.76%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
62,929
shares
|
$1.57 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
62,853
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
62,839
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
62,177
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 70.68%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
62,162
shares
|
$1.55 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
61,358
shares
|
$1.53 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
61,357
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
60,771
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
60,505
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
60,363
shares
|
$1.5 Million
0.04% of portfolio
|
Q4 2024
Added 196.65%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
59,829
shares
|
$1.49 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
59,803
shares
|
$1.49 Million
1.24% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
59,675
shares
|
$1.49 Million
0.2% of portfolio
|
Q2 2025
Added 16.06%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
59,391
shares
|
$1.48 Million
0.65% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
59,128
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
58,069
shares
|
$1.45 Million
0.45% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
57,800
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 549.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
56,984
shares
|
$1.42 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
56,929
shares
|
$1.42 Million
0.17% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
55,762
shares
|
$1.39 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
55,615
shares
|
$1.38 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
55,605
shares
|
$1.38 Million
0.78% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
55,212
shares
|
$1.37 Million
0.25% of portfolio
|
Q4 2023
Reduced 5.66%
|