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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
17,303
shares
|
$430,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
17,293
shares
|
$430,595
0.03% of portfolio
|
Q2 2025
Reduced 23.62%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
17,160
shares
|
$427,284
0.17% of portfolio
|
Q2 2025
Reduced 76.24%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
17,134
shares
|
$426,636
0.48% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
17,039
shares
|
$424,271
0.0% of portfolio
|
Q2 2025
Added 6798.38%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
17,017
shares
|
$423,723
0.06% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
16,994
shares
|
$423,150
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
16,680
shares
|
$415,332
0.0% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
16,541
shares
|
$411,870
0.32% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
16,538
shares
|
$411,796
0.01% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
16,371
shares
|
$407,637
0.02% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
16,252
shares
|
$404,674
0.15% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
16,131
shares
|
$401,661
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
16,058
shares
|
$399,844
0.02% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
15,753
shares
|
$392,249
0.01% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
15,684
shares
|
$390,531
0.01% of portfolio
|
Q2 2025
Reduced 28.35%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
15,647
shares
|
$389,610
0.28% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
15,642
shares
|
$389,485
0.06% of portfolio
|
Q1 2025
Added 9555.56%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
15,631
shares
|
$389,211
0.0% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
15,589
shares
|
$388,166
0.03% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
15,489
shares
|
$385,676
0.04% of portfolio
|
Q2 2025
Reduced 17.3%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
15,350
shares
|
$382,215
0.0% of portfolio
|
Q2 2025
Added 268.99%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
15,305
shares
|
$381,094
0.03% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,046
shares
|
$374,645
0.0% of portfolio
|
Q3 2023
Added 2.95%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
14,939
shares
|
$371,981
0.0% of portfolio
|
Q1 2025
Added 18.39%
|