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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
490
shares
|
$13,019
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
459
shares
|
$12,195
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
441
shares
|
$11,717
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
432
shares
|
$11,478
0.0% of portfolio
|
Q4 2024
Reduced 59.74%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
431
shares
|
$11,451
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
426
shares
|
$11,318
0.0% of portfolio
|
Q3 2025
Reduced 27.92%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
418
shares
|
$11,106
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
381
shares
|
$10,123
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
378
shares
|
$10,043
0.0% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
372
shares
|
$9,884
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
369
shares
|
$9,804
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
348
shares
|
$9,246
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
348
shares
|
$9,246
0.0% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
327
shares
|
$8,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
320
shares
|
$8,502
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
312
shares
|
$8,289
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
300
shares
|
$7,971
0.0% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
286
shares
|
$7,599
0.01% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
285
shares
|
$7,572
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
279
shares
|
$7,413
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
279
shares
|
$7,413
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
270
shares
|
$7,173
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
267
shares
|
$7,094
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
238
shares
|
$6,323
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
231
shares
|
$6,137
0.0% of portfolio
|
Q3 2025
New holding
|
|