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 |
|---|---|---|---|---|---|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
8,304
shares
|
$206,769
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
8,295
shares
|
$206,545
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
8,278
shares
|
$206,122
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,217
shares
|
$204,603
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
8,154
shares
|
$203,034
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
7,935
shares
|
$197,581
0.14% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,793
shares
|
$194,045
0.01% of portfolio
|
Q1 2024
Reduced 21.76%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
7,584
shares
|
$188,841
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
7,459
shares
|
$185,729
0.0% of portfolio
|
Q2 2025
Added 3229.91%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
7,277
shares
|
$181,197
0.04% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
6,898
shares
|
$171,760
0.07% of portfolio
|
Q2 2025
Added 51.14%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
6,801
shares
|
$169,344
0.02% of portfolio
|
Q2 2025
Added 26.58%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
6,797
shares
|
$169,245
0.02% of portfolio
|
Q2 2020
Reduced 44.67%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
6,785
shares
|
$168,946
0.02% of portfolio
|
Q2 2025
Added 59.27%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,740
shares
|
$167,826
0.08% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
6,697
shares
|
$166,755
0.01% of portfolio
|
Q1 2025
Added 19.53%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,564
shares
|
$163,443
0.03% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
6,312
shares
|
$157,168
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,312
shares
|
$157,168
0.01% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
6,174
shares
|
$153,732
0.14% of portfolio
|
Q3 2022
Added 49.82%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,080
shares
|
$151,392
0.02% of portfolio
|
Q3 2022
Added 14.63%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,063
shares
|
$150,968
0.0% of portfolio
|
Q1 2025
Added 19.3%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
5,853
shares
|
$145,739
0.01% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
5,832
shares
|
$145,216
0.05% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
5,562
shares
|
$138,493
0.02% of portfolio
|
Q2 2025
Added 92.52%
|