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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
17,293
shares
|
$459,475
0.03% of portfolio
|
Q2 2025
Reduced 23.62%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
17,283
shares
|
$459,209
0.03% of portfolio
|
Q4 2025
Added 12.92%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
17,257
shares
|
$458,518
0.03% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
17,099
shares
|
$454,320
0.44% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
16,652
shares
|
$442,443
0.06% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
16,547
shares
|
$439,653
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
16,403
shares
|
$435,827
0.01% of portfolio
|
Q3 2025
Added 52.76%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
16,025
shares
|
$425,784
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
15,956
shares
|
$423,950
0.01% of portfolio
|
Q3 2025
Added 83.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
15,842
shares
|
$420,921
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
15,830
shares
|
$420,603
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
15,753
shares
|
$418,557
0.01% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
15,670
shares
|
$416,351
0.27% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
15,643
shares
|
$415,634
0.02% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
15,462
shares
|
$410,825
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
15,453
shares
|
$410,586
0.0% of portfolio
|
Q4 2025
Added 2.71%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
15,308
shares
|
$406,733
0.14% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
15,100
shares
|
$401,207
0.01% of portfolio
|
Q3 2025
Added 26.73%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,046
shares
|
$399,772
0.0% of portfolio
|
Q3 2023
Added 2.95%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
15,017
shares
|
$399,001
0.02% of portfolio
|
Q3 2025
Reduced 15.24%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
14,804
shares
|
$393,342
0.0% of portfolio
|
Q4 2025
Reduced 5.94%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
14,800
shares
|
$393,236
0.14% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
14,595
shares
|
$387,789
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
14,567
shares
|
$387,045
0.06% of portfolio
|
Q4 2025
Added 11.86%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
14,514
shares
|
$385,636
0.06% of portfolio
|
Q4 2025
Reduced 25.89%
|
|