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 779 institutions that hold shares in the stock, with a total of 632 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 |
|---|---|---|---|---|---|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
91,879
shares
|
$2.44 Million
0.61% of portfolio
|
Q3 2025
Added 33.93%
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
91,067
shares
|
$2.42 Million
0.2% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
90,684
shares
|
$2.41 Million
0.37% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
90,342
shares
|
$2.4 Million
0.02% of portfolio
|
Q1 2025
Added 28.4%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
88,428
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
87,555
shares
|
$2.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
86,052
shares
|
$2.29 Million
1.28% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
85,987
shares
|
$2.28 Million
0.85% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
85,305
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2025
Added 23.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
80,823
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
80,797
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 23, 2026 Q4 2025 |
80,763
shares
|
$2.15 Million
1.09% of portfolio
|
Q4 2025
Reduced 1.43%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
80,638
shares
|
$2.14 Million
0.72% of portfolio
|
Q3 2025
Added 59.67%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
80,306
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
79,721
shares
|
$2.12 Million
0.54% of portfolio
|
Q4 2025
Reduced 0.13%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
79,149
shares
|
$2.1 Million
0.51% of portfolio
|
Q4 2025
Added 19.81%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
78,395
shares
|
$2.08 Million
0.6% of portfolio
|
Q4 2025
Added 3.49%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
77,187
shares
|
$2.05 Million
0.64% of portfolio
|
Q4 2025
Reduced 10.84%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
74,293
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
Added 164.79%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
74,035
shares
|
$1.97 Million
1.44% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
73,446
shares
|
$1.95 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
73,257
shares
|
$1.95 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
71,500
shares
|
$1.9 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Nov 07, 2025 Q3 2025 |
70,017
shares
|
$1.86 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
69,087
shares
|
$1.84 Million
0.09% of portfolio
|
Q4 2025
Added 2.93%
|
|