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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,360
shares
|
$83,664
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
3,234
shares
|
$80,526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,188
shares
|
$79,381
0.0% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
3,006
shares
|
$74,849
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
2,979
shares
|
$74,177
0.06% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
2,958
shares
|
$73,654
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
2,922
shares
|
$72,757
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
2,586
shares
|
$64,391
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,562
shares
|
$63,793
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,501
shares
|
$62,274
0.02% of portfolio
|
Q4 2024
Added 201.33%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,391
shares
|
$59,535
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,390
shares
|
$59,511
0.02% of portfolio
|
Q2 2025
Added 148.7%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
2,386
shares
|
$59,411
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
2,370
shares
|
$59,013
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
2,310
shares
|
$57,519
0.01% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,283
shares
|
$56,846
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
2,277
shares
|
$56,697
0.01% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2,198
shares
|
$54,730
0.01% of portfolio
|
Q2 2025
Added 16.85%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
2,160
shares
|
$53,784
0.03% of portfolio
|
Q2 2025
Added 572.9%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
2,139
shares
|
$53,261
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,127
shares
|
$52,962
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
2,112
shares
|
$52,588
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,100
shares
|
$52,290
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
2,067
shares
|
$51,468
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
2,049
shares
|
$51,020
0.01% of portfolio
|
Q1 2025
New holding
|