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 |
|---|---|---|---|---|---|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
5,168
shares
|
$137,313
0.07% of portfolio
|
Q3 2025
Added 139.26%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,114
shares
|
$135,878
0.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
4,932
shares
|
$131,043
0.04% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
4,890
shares
|
$129,927
0.02% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
4,860
shares
|
$129,130
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
4,785
shares
|
$127,137
0.0% of portfolio
|
Q3 2025
Added 219.0%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
4,770
shares
|
$126,738
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
4,362
shares
|
$115,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
4,269
shares
|
$113,427
0.0% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
4,159
shares
|
$110,504
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
4,157
shares
|
$110,451
0.0% of portfolio
|
Q3 2025
Added 30.4%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
4,062
shares
|
$107,927
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,042
shares
|
$107,395
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Townsend Asset Management Corp
|
Jan 21, 2026 Q4 2025 |
3,906
shares
|
$103,782
0.04% of portfolio
|
Q4 2025
Reduced 2.18%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
3,885
shares
|
$103,224
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,806
shares
|
$101,125
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
3,717
shares
|
$98,760
0.01% of portfolio
|
Q3 2025
Added 2850.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
3,642
shares
|
$96,767
0.06% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
3,613
shares
|
$95,997
0.01% of portfolio
|
Q4 2025
Reduced 10.59%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
3,572
shares
|
$94,908
0.03% of portfolio
|
Q4 2025
Added 47.42%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,567
shares
|
$94,775
0.01% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,432
shares
|
$91,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
3,384
shares
|
$89,912
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
3,360
shares
|
$89,275
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
2,983
shares
|
$79,258
0.04% of portfolio
|
Q4 2025
Added 0.44%
|
|