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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,540
shares
|
$237,546
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9,458
shares
|
$235,504
0.48% of portfolio
|
Q3 2024
Reduced 21.27%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
9,405
shares
|
$234,184
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
9,297
shares
|
$231,495
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
9,267
shares
|
$230,748
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
9,206
shares
|
$229,229
0.02% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
9,126
shares
|
$227,237
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
9,120
shares
|
$227,088
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
9,117
shares
|
$227,013
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
9,086
shares
|
$226,241
0.0% of portfolio
|
Q2 2025
Reduced 72.97%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
9,033
shares
|
$224,921
0.01% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
9,030
shares
|
$224,847
0.02% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
8,994
shares
|
$223,950
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,984
shares
|
$223,701
0.1% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
8,982
shares
|
$223,651
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
8,888
shares
|
$221,311
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
8,855
shares
|
$220,489
0.02% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
8,847
shares
|
$220,290
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
8,789
shares
|
$218,846
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
8,693
shares
|
$216,455
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
8,604
shares
|
$214,239
0.01% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
8,541
shares
|
$212,670
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
8,535
shares
|
$212,521
0.07% of portfolio
|
Q2 2025
Reduced 22.66%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
8,534
shares
|
$212,496
0.04% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
8,382
shares
|
$208,711
0.07% of portfolio
|
Q2 2025
New holding
|