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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
69,053
shares
|
$1.83 Million
0.14% of portfolio
|
Q4 2025
Added 1.46%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
67,485
shares
|
$1.79 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
67,194
shares
|
$1.79 Million
1.12% of portfolio
|
Q3 2025
Reduced 12.43%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
67,174
shares
|
$1.78 Million
1.58% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
66,619
shares
|
$1.77 Million
0.09% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
66,253
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2025
Added 53.8%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
66,140
shares
|
$1.76 Million
1.28% of portfolio
|
Q4 2025
Reduced 21.7%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
64,981
shares
|
$1.73 Million
0.27% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
64,925
shares
|
$1.73 Million
0.17% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
64,265
shares
|
$1.71 Million
0.03% of portfolio
|
Q4 2025
Added 13.09%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
64,201
shares
|
$1.71 Million
0.8% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
63,758
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
63,738
shares
|
$1.69 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
62,908
shares
|
$1.67 Million
2.46% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
62,853
shares
|
$1.67 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
61,791
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2025
Reduced 20.73%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
61,724
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
60,771
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
60,607
shares
|
$1.61 Million
0.11% of portfolio
|
Q3 2025
Added 16.49%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
60,363
shares
|
$1.6 Million
0.04% of portfolio
|
Q4 2024
Added 196.65%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
59,803
shares
|
$1.59 Million
1.24% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
59,391
shares
|
$1.58 Million
0.71% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
59,366
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
59,088
shares
|
$1.57 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
59,087
shares
|
$1.57 Million
0.18% of portfolio
|
Q4 2025
Added 3.86%
|
|