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 |
|---|---|---|---|---|---|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
1,822
shares
|
$48,410
0.03% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,822
shares
|
$48,410
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,743
shares
|
$46,311
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,713
shares
|
$45,514
0.0% of portfolio
|
Q3 2025
Reduced 12.87%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,692
shares
|
$44,956
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,626
shares
|
$43,202
0.0% of portfolio
|
Q3 2025
Added 91.52%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,626
shares
|
$43,202
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
1,613
shares
|
$42,857
0.01% of portfolio
|
Q3 2025
Reduced 32.54%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
1,426
shares
|
$37,888
0.01% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
1,411
shares
|
$37,490
0.02% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
1,358
shares
|
$36,082
0.0% of portfolio
|
Q4 2025
Added 82.77%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,346
shares
|
$35,763
0.01% of portfolio
|
Q1 2025
Added 79.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,327
shares
|
$35,258
0.0% of portfolio
|
Q2 2020
Added 34.64%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
1,313
shares
|
$34,886
0.01% of portfolio
|
Q4 2025
Reduced 10.44%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
1,281
shares
|
$34,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,277
shares
|
$33,929
0.01% of portfolio
|
Q4 2022
Added 57.46%
|
|
|
Financial Connections Group, Inc.
|
Jan 23, 2026 Q4 2025 |
1,227
shares
|
$32,601
0.01% of portfolio
|
Q4 2025
Reduced 78.81%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
1,205
shares
|
$32,016
0.0% of portfolio
|
Q4 2025
Reduced 85.27%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,197
shares
|
$31,804
0.01% of portfolio
|
Q1 2023
Reduced 73.02%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
1,041
shares
|
$27,659
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
1,011
shares
|
$26,862
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
969
shares
|
$25,746
0.0% of portfolio
|
Q2 2024
Reduced 42.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
969
shares
|
$25,746
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
921
shares
|
$24,470
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
907
shares
|
$24,098
0.0% of portfolio
|
Q2 2024
Reduced 0.98%
|
|