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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
117
shares
|
$2,913
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
116
shares
|
$2,888
0.0% of portfolio
|
Q4 2024
Added 136.73%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
114
shares
|
$2,838
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
110
shares
|
$2,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
93
shares
|
$2,315
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
88
shares
|
$2,191
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
86
shares
|
$2,141
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
78
shares
|
$1,942
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
78
shares
|
$1,942
0.0% of portfolio
|
Q1 2025
Reduced 92.97%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
72
shares
|
$1,792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
65
shares
|
$1,618
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
63
shares
|
$1,568
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
56
shares
|
$1,394
0.0% of portfolio
|
Q3 2022
Added 1.82%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
56
shares
|
$1,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
54
shares
|
$1,344
0.0% of portfolio
|
Q2 2025
Reduced 86.57%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
51
shares
|
$1,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
42
shares
|
$1,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
31
shares
|
$771
0.0% of portfolio
|
Q2 2025
Reduced 96.31%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
17
shares
|
$423
0.0% of portfolio
|
Q4 2024
Reduced 84.11%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
16
shares
|
$398
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
15
shares
|
$373
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
12
shares
|
$298
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|