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 |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
37,161
shares
|
$987,367
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
37,003
shares
|
$983,169
0.02% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
36,821
shares
|
$978,333
0.03% of portfolio
|
Q4 2025
Added 5.79%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
36,808
shares
|
$977,988
0.07% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 23, 2026 Q4 2025 |
36,795
shares
|
$977,643
0.18% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
36,728
shares
|
$975,862
0.03% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
36,025
shares
|
$957,184
0.66% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
35,994
shares
|
$956,360
0.18% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
35,774
shares
|
$950,515
0.51% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
35,643
shares
|
$947,034
0.07% of portfolio
|
Q3 2025
Added 31.84%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
35,243
shares
|
$936,406
0.11% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
35,212
shares
|
$935,582
0.48% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
34,870
shares
|
$926,495
0.0% of portfolio
|
Q3 2025
Reduced 43.92%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
33,648
shares
|
$894,027
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
33,459
shares
|
$889,005
0.0% of portfolio
|
Q3 2025
Added 15.39%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
33,071
shares
|
$878,696
0.26% of portfolio
|
Q3 2025
Added 25.86%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
32,114
shares
|
$853,268
0.01% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jan 21, 2026 Q4 2025 |
31,953
shares
|
$848,991
0.42% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
31,833
shares
|
$845,802
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
31,773
shares
|
$844,208
0.07% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
31,352
shares
|
$833,022
0.04% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
31,066
shares
|
$825,423
0.0% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
30,351
shares
|
$806,426
0.39% of portfolio
|
Q3 2025
Reduced 21.95%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 20, 2026 Q4 2025 |
30,311
shares
|
$805,363
0.1% of portfolio
|
Q4 2025
Reduced 3.18%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
29,994
shares
|
$796,940
0.14% of portfolio
|
Q4 2024
Added 201.42%
|
|