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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
34,803
shares
|
$866,594
0.02% of portfolio
|
Q2 2025
Added 127.44%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
34,153
shares
|
$850,409
0.01% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
34,090
shares
|
$848,841
0.17% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
33,648
shares
|
$837,835
0.31% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
32,957
shares
|
$820,629
0.01% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
32,949
shares
|
$820,430
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
32,467
shares
|
$808,428
0.07% of portfolio
|
Q2 2025
Reduced 28.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
32,045
shares
|
$797,920
0.04% of portfolio
|
Q2 2025
Reduced 53.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
32,032
shares
|
$797,596
0.01% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
31,833
shares
|
$792,641
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
31,692
shares
|
$789,130
0.41% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
31,520
shares
|
$784,848
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
31,450
shares
|
$783,105
0.05% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
31,407
shares
|
$782,034
0.1% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
31,200
shares
|
$776,880
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
30,950
shares
|
$770,655
0.21% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
30,792
shares
|
$766,720
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
29,994
shares
|
$746,850
0.14% of portfolio
|
Q4 2024
Added 201.42%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
29,888
shares
|
$744,211
0.01% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
29,833
shares
|
$742,841
0.03% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
29,139
shares
|
$725,561
0.0% of portfolio
|
Q2 2025
Added 45.82%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
29,093
shares
|
$724,415
0.0% of portfolio
|
Q2 2025
Added 34.25%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
29,063
shares
|
$723,668
0.57% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
28,997
shares
|
$722,025
0.0% of portfolio
|
Q2 2025
Added 115.8%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
28,219
shares
|
$702,653
0.65% of portfolio
|
Q2 2025
New holding
|