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 775 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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,924
shares
|
$529,380
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
19,810
shares
|
$526,351
0.15% of portfolio
|
Q3 2025
Added 15.44%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
19,781
shares
|
$525,581
0.26% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
19,779
shares
|
$525,528
0.01% of portfolio
|
Q3 2025
Added 37.93%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
19,584
shares
|
$520,346
0.07% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
19,536
shares
|
$519,071
0.02% of portfolio
|
Q3 2025
Reduced 21.23%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
19,168
shares
|
$509,293
0.01% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
19,150
shares
|
$508,815
0.0% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
19,139
shares
|
$508,523
0.0% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
19,085
shares
|
$507,088
0.01% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
18,852
shares
|
$500,897
0.05% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
18,765
shares
|
$498,586
0.02% of portfolio
|
Q3 2025
Added 60.62%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
18,581
shares
|
$493,697
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
18,279
shares
|
$485,673
0.02% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
18,205
shares
|
$483,706
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
17,910
shares
|
$475,868
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
17,875
shares
|
$474,938
0.01% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
17,866
shares
|
$474,699
0.04% of portfolio
|
Q4 2024
Added 203.79%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
17,580
shares
|
$467,100
0.46% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
17,475
shares
|
$464,310
0.0% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
17,471
shares
|
$464,204
0.33% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
17,431
shares
|
$463,141
0.13% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
17,360
shares
|
$461,255
0.02% of portfolio
|
Q3 2025
Reduced 25.48%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
17,296
shares
|
$459,554
0.11% of portfolio
|
Q4 2025
Reduced 7.88%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
17,293
shares
|
$459,475
0.03% of portfolio
|
Q2 2025
Reduced 23.62%
|
|