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 |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,889
shares
|
$76,760
0.01% of portfolio
|
Q3 2025
Reduced 48.06%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
2,773
shares
|
$73,678
0.0% of portfolio
|
Q3 2025
Added 346.54%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
2,725
shares
|
$72,403
0.02% of portfolio
|
Q3 2025
Added 76.49%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
2,586
shares
|
$68,710
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,501
shares
|
$66,451
0.02% of portfolio
|
Q4 2024
Added 201.33%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
2,336
shares
|
$62,067
0.02% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
2,310
shares
|
$61,376
0.01% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,283
shares
|
$60,659
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,277
shares
|
$60,499
0.01% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
2,234
shares
|
$59,357
0.03% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
2,232
shares
|
$59,304
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
2,221
shares
|
$59,011
0.0% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
2,207
shares
|
$58,639
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
2,139
shares
|
$56,833
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,127
shares
|
$56,514
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
2,100
shares
|
$55,797
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
2,076
shares
|
$55,159
0.03% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
2,076
shares
|
$55,159
0.0% of portfolio
|
Q3 2025
Reduced 35.81%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,049
shares
|
$54,441
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
1,919
shares
|
$50,987
0.11% of portfolio
|
Q3 2025
Added 11188.24%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
1,915
shares
|
$50,881
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,900
shares
|
$50,483
0.05% of portfolio
|
Q2 2023
Added 322.22%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
1,822
shares
|
$48,410
0.03% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,822
shares
|
$48,410
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,743
shares
|
$46,311
0.0% of portfolio
|
Q3 2025
New holding
|
|