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 |
|---|---|---|---|---|---|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
2,021
shares
|
$50,322
0.03% of portfolio
|
Q1 2025
Added 1598.32%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,966
shares
|
$48,953
0.0% of portfolio
|
Q2 2025
Reduced 70.22%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,900
shares
|
$47,310
0.05% of portfolio
|
Q2 2023
Added 322.22%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
1,815
shares
|
$45,193
0.02% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,809
shares
|
$45,044
0.0% of portfolio
|
Q2 2025
Added 142.17%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
1,544
shares
|
$38,445
0.01% of portfolio
|
Q2 2025
Reduced 40.29%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
1,527
shares
|
$38,022
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,500
shares
|
$37,350
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
1,414
shares
|
$35,208
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
1,406
shares
|
$35,009
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,346
shares
|
$33,515
0.01% of portfolio
|
Q1 2025
Added 79.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,327
shares
|
$33,042
0.0% of portfolio
|
Q2 2020
Added 34.64%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1,302
shares
|
$32,419
0.01% of portfolio
|
Q2 2025
Reduced 25.04%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
1,281
shares
|
$31,896
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,277
shares
|
$31,797
0.01% of portfolio
|
Q4 2022
Added 57.46%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,197
shares
|
$29,805
0.01% of portfolio
|
Q1 2023
Reduced 73.02%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,155
shares
|
$28,759
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
1,041
shares
|
$25,920
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,014
shares
|
$25,248
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,011
shares
|
$25,173
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
969
shares
|
$24,128
0.0% of portfolio
|
Q2 2024
Reduced 42.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
969
shares
|
$24,128
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
907
shares
|
$22,584
0.0% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
849
shares
|
$21,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
822
shares
|
$20,467
0.01% of portfolio
|
Q4 2024
Added 200.0%
|