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 |
|---|---|---|---|---|---|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
12,991
shares
|
$323,475
0.01% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
12,729
shares
|
$316,952
0.05% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
12,727
shares
|
$316,902
0.06% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
12,469
shares
|
$310,478
0.25% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12,223
shares
|
$304,352
0.06% of portfolio
|
Q4 2024
Added 201.43%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
12,141
shares
|
$302,310
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
12,063
shares
|
$300,368
0.01% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
12,025
shares
|
$299,422
0.29% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
11,987
shares
|
$298,476
0.02% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
11,952
shares
|
$297,604
0.0% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
11,915
shares
|
$296,683
0.01% of portfolio
|
Q2 2025
Added 26.7%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
11,698
shares
|
$291,280
0.05% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
11,683
shares
|
$290,906
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
11,592
shares
|
$288,640
0.08% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
11,545
shares
|
$287,470
0.01% of portfolio
|
Q2 2025
Reduced 40.7%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,510
shares
|
$286,599
0.0% of portfolio
|
Q1 2025
Reduced 77.44%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
11,435
shares
|
$284,731
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
11,295
shares
|
$281,245
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,206
shares
|
$279,029
0.05% of portfolio
|
Q3 2022
Added 22.27%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
11,202
shares
|
$278,929
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
11,178
shares
|
$278,332
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
11,162
shares
|
$277,933
0.07% of portfolio
|
Q2 2025
Reduced 41.62%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
11,097
shares
|
$276,315
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
11,076
shares
|
$275,792
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
11,066
shares
|
$275,543
0.06% of portfolio
|
Q1 2025
Reduced 6.39%
|