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 770 institutions that hold shares in the stock, with a total of 631 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
2,063,000
shares
|
$54.8 Million
9.0% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,049,656
shares
|
$54.5 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,898,469
shares
|
$50.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
1,897,388
shares
|
$50.4 Million
5.71% of portfolio
|
Q3 2025
Reduced 45.65%
|
|
|
Ashford Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,876,180
shares
|
$49.9 Million
10.92% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,841,773
shares
|
$48.9 Million
23.27% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,837,904
shares
|
$48.8 Million
0.06% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,760,671
shares
|
$46.8 Million
0.13% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
1,726,912
shares
|
$45.9 Million
15.1% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
1,532,626
shares
|
$40.7 Million
5.5% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
1,444,754
shares
|
$38.4 Million
7.26% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,373,679
shares
|
$36.5 Million
0.03% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,342,981
shares
|
$35.7 Million
2.09% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
1,304,132
shares
|
$34.7 Million
5.43% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,304,132
shares
|
$34.7 Million
1.48% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Oct 27, 2025 Q3 2025 |
1,261,649
shares
|
$33.5 Million
19.97% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
1,223,475
shares
|
$32.5 Million
3.12% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,144,396
shares
|
$30.4 Million
0.04% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
1,063,885
shares
|
$28.3 Million
10.78% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
1,025,322
shares
|
$27.2 Million
3.64% of portfolio
|
Q3 2025
Added 75.29%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
1,008,126
shares
|
$26.8 Million
0.59% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,004,605
shares
|
$26.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
985,332
shares
|
$26.2 Million
3.62% of portfolio
|
Q3 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
982,083
shares
|
$26.1 Million
1.47% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 22, 2025 Q3 2025 |
970,575
shares
|
$25.8 Million
17.3% of portfolio
|
Q3 2025
Added 1.57%
|
|