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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,469
shares
|
$136,178
0.01% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
5,388
shares
|
$134,161
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,325
shares
|
$132,592
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,184
shares
|
$129,081
0.0% of portfolio
|
Q2 2025
Reduced 92.94%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,114
shares
|
$127,338
0.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
4,932
shares
|
$122,806
0.04% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
4,860
shares
|
$121,014
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,807
shares
|
$119,694
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
4,770
shares
|
$118,773
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
4,622
shares
|
$115,087
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,607
shares
|
$114,714
0.01% of portfolio
|
Q2 2025
Reduced 24.46%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
4,362
shares
|
$108,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
4,329
shares
|
$107,792
0.0% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
4,159
shares
|
$103,559
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
4,062
shares
|
$101,143
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,042
shares
|
$100,645
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,901
shares
|
$97,134
0.01% of portfolio
|
Q2 2025
Added 97.92%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,885
shares
|
$96,736
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,806
shares
|
$94,769
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
3,786
shares
|
$94,271
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,684
shares
|
$91,731
0.01% of portfolio
|
Q2 2025
Reduced 49.15%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
3,642
shares
|
$90,685
0.06% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,524
shares
|
$87,747
0.0% of portfolio
|
Q2 2025
Reduced 51.15%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,432
shares
|
$85,456
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
3,384
shares
|
$84,261
0.3% of portfolio
|
Q4 2023
New holding
|