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 |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
8,199
shares
|
$217,847
0.01% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
8,154
shares
|
$216,651
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,116
shares
|
$215,642
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
8,040
shares
|
$213,622
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
7,999
shares
|
$212,533
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,969
shares
|
$211,736
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
7,968
shares
|
$211,709
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,960
shares
|
$211,497
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
7,935
shares
|
$210,832
0.15% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Arbor Investment Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
7,929
shares
|
$210,673
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
7,892
shares
|
$209,690
0.02% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
7,887
shares
|
$209,557
0.01% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
7,881
shares
|
$209,398
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
7,859
shares
|
$208,813
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 23, 2026 Q4 2025 |
7,830
shares
|
$208,043
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,793
shares
|
$207,060
0.01% of portfolio
|
Q1 2024
Reduced 21.76%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
7,767
shares
|
$206,369
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Jan 20, 2026 Q4 2025 |
7,726
shares
|
$205,279
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
7,697
shares
|
$204,509
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
7,694
shares
|
$204,429
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
7,690
shares
|
$204,323
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
7,677
shares
|
$203,977
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
7,611
shares
|
$202,224
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
7,584
shares
|
$201,506
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 23, 2026 Q4 2025 |
7,578
shares
|
$201,347
0.14% of portfolio
|
Q4 2025
New holding
|
|