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 |
|---|---|---|---|---|---|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
55,156
shares
|
$1.37 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
53,068
shares
|
$1.32 Million
0.09% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
52,827
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
52,522
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
52,401
shares
|
$1.3 Million
0.91% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
52,026
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2025
Added 134.15%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
51,264
shares
|
$1.28 Million
0.42% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
50,524
shares
|
$1.26 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
50,504
shares
|
$1.26 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
50,496
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
50,431
shares
|
$1.26 Million
0.1% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
49,704
shares
|
$1.24 Million
0.59% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
48,825
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
47,316
shares
|
$1.18 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
47,028
shares
|
$1.17 Million
0.33% of portfolio
|
Q2 2025
Reduced 58.4%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
46,859
shares
|
$1.17 Million
0.22% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
45,298
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
44,832
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
44,652
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 74.75%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
44,019
shares
|
$1.1 Million
1.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
44,014
shares
|
$1.1 Million
0.58% of portfolio
|
Q2 2025
Reduced 20.81%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
43,078
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,970
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
42,844
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
42,294
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
Added 1.37%
|