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 770 institutions that hold shares in the stock, with a total of 631 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
116
shares
|
$3,082
0.0% of portfolio
|
Q4 2024
Added 136.73%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
114
shares
|
$3,028
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
110
shares
|
$2,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
93
shares
|
$2,471
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
87
shares
|
$2,311
0.0% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
87
shares
|
$2,311
0.0% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
78
shares
|
$2,072
0.0% of portfolio
|
Q1 2025
Reduced 92.97%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
72
shares
|
$1,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
63
shares
|
$1,673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
57
shares
|
$1,514
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
56
shares
|
$1,487
0.0% of portfolio
|
Q3 2022
Added 1.82%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
52
shares
|
$1,381
0.0% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
48
shares
|
$1,275
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
44
shares
|
$1,169
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
42
shares
|
$1,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
32
shares
|
$850
0.0% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
16
shares
|
$425
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
15
shares
|
$398
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|