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 |
|---|---|---|---|---|---|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
42,262
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
41,631
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
40,495
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
39,895
shares
|
$993,385
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
39,649
shares
|
$987,260
0.82% of portfolio
|
Q2 2025
Reduced 34.09%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
38,886
shares
|
$968,261
0.51% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
38,848
shares
|
$967,315
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
38,538
shares
|
$959,596
0.44% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
38,421
shares
|
$956,682
0.94% of portfolio
|
Q3 2023
Added 64.15%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
38,176
shares
|
$950,582
0.02% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
38,161
shares
|
$950,208
0.71% of portfolio
|
Q2 2025
Added 32.9%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
38,095
shares
|
$948,565
0.07% of portfolio
|
Q2 2025
Added 1071.07%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
36,611
shares
|
$911,613
0.33% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
36,384
shares
|
$905,961
0.03% of portfolio
|
Q2 2025
Added 21.94%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
36,225
shares
|
$902,002
0.07% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
36,099
shares
|
$898,865
0.1% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
36,067
shares
|
$898,068
0.04% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
35,994
shares
|
$896,250
0.18% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
35,903
shares
|
$893,984
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
35,626
shares
|
$887,087
0.51% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
35,507
shares
|
$884,124
0.64% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
35,432
shares
|
$882,256
0.11% of portfolio
|
Q2 2025
Added 59.86%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
35,387
shares
|
$881,136
0.18% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
35,122
shares
|
$874,537
0.48% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
34,805
shares
|
$866,644
0.03% of portfolio
|
Q2 2025
Added 4.26%
|