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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
12,956
shares
|
$344,240
0.06% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
12,922
shares
|
$343,337
0.07% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
12,844
shares
|
$341,265
0.14% of portfolio
|
Q4 2025
Reduced 8.13%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
12,792
shares
|
$339,883
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
12,755
shares
|
$338,900
0.02% of portfolio
|
Q3 2025
Added 14.11%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
12,733
shares
|
$338,315
0.06% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
12,677
shares
|
$336,827
0.01% of portfolio
|
Q3 2025
Reduced 35.16%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
12,614
shares
|
$335,153
0.02% of portfolio
|
Q2 2025
Added 116.94%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
12,540
shares
|
$333,187
0.1% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
12,525
shares
|
$332,789
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
12,512
shares
|
$332,443
0.23% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
12,328
shares
|
$327,554
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12,223
shares
|
$324,765
0.06% of portfolio
|
Q4 2024
Added 201.43%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
12,038
shares
|
$319,849
0.0% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
12,038
shares
|
$319,849
0.05% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
12,025
shares
|
$319,504
0.29% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
11,987
shares
|
$318,494
0.02% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
11,962
shares
|
$317,830
0.05% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
11,747
shares
|
$312,117
0.06% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
11,592
shares
|
$307,999
0.08% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
11,470
shares
|
$304,757
0.0% of portfolio
|
Q3 2025
Reduced 12.72%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,456
shares
|
$304,385
0.0% of portfolio
|
Q3 2025
Added 225.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,415
shares
|
$303,296
0.0% of portfolio
|
Q3 2025
Reduced 42.46%
|
|