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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
14,435
shares
|
$383,537
0.14% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
14,365
shares
|
$381,678
0.1% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
14,013
shares
|
$372,325
0.01% of portfolio
|
Q2 2025
Added 24.86%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
13,920
shares
|
$369,854
0.29% of portfolio
|
Q3 2025
Reduced 43.28%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
13,790
shares
|
$366,400
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
13,747
shares
|
$365,257
0.25% of portfolio
|
Q3 2025
Reduced 12.14%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
13,746
shares
|
$365,231
0.0% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
13,692
shares
|
$363,796
0.22% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,611
shares
|
$361,644
0.0% of portfolio
|
Q3 2025
Added 18.25%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
13,589
shares
|
$361,059
0.0% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
13,548
shares
|
$359,970
0.0% of portfolio
|
Q3 2025
Reduced 35.71%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
13,515
shares
|
$359,093
0.06% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,435
shares
|
$356,967
0.29% of portfolio
|
Q1 2023
Reduced 5.32%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
13,389
shares
|
$355,745
0.05% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
13,371
shares
|
$355,267
0.0% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
13,265
shares
|
$352,451
0.03% of portfolio
|
Q4 2025
Reduced 9.05%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
13,243
shares
|
$351,866
0.08% of portfolio
|
Q3 2022
Added 26.17%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
13,233
shares
|
$351,600
0.01% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
13,200
shares
|
$350,724
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
13,181
shares
|
$350,219
0.0% of portfolio
|
Q3 2025
Added 21.73%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
13,158
shares
|
$349,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
13,039
shares
|
$346,446
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
13,022
shares
|
$345,994
0.05% of portfolio
|
Q2 2025
Added 45.97%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
13,010
shares
|
$345,675
0.06% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
12,991
shares
|
$345,170
0.01% of portfolio
|
Q2 2025
Reduced 8.39%
|
|