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 774 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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
29,749
shares
|
$790,430
0.03% of portfolio
|
Q3 2025
Reduced 17.52%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
29,288
shares
|
$778,182
0.05% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
28,910
shares
|
$768,138
0.0% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
28,604
shares
|
$760,008
0.0% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
28,236
shares
|
$750,230
0.03% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
28,219
shares
|
$749,778
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
28,199
shares
|
$749,247
0.06% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
27,954
shares
|
$742,737
0.2% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
27,576
shares
|
$732,694
0.01% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
26,748
shares
|
$710,694
0.14% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
26,694
shares
|
$709,259
0.05% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
26,631
shares
|
$707,585
0.38% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
26,503
shares
|
$704,184
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
26,442
shares
|
$702,563
0.04% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
25,951
shares
|
$689,518
0.02% of portfolio
|
Q2 2025
Reduced 42.98%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
25,410
shares
|
$675,143
0.15% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
25,367
shares
|
$674,001
0.02% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
25,306
shares
|
$672,380
0.51% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
25,129
shares
|
$667,677
0.0% of portfolio
|
Q3 2025
Added 45.23%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
25,110
shares
|
$667,172
0.0% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
24,972
shares
|
$663,506
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
24,862
shares
|
$660,583
0.06% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
24,706
shares
|
$656,438
0.0% of portfolio
|
Q3 2025
Reduced 15.21%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
24,449
shares
|
$649,609
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
23,787
shares
|
$632,020
0.26% of portfolio
|
Q4 2024
New holding
|
|