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 771 institutions that hold shares in the stock, with a total of 631 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 |
|---|---|---|---|---|---|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
149,125
shares
|
$3.96 Million
0.6% of portfolio
|
Q4 2025
Added 48.24%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
147,553
shares
|
$3.92 Million
0.65% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
143,769
shares
|
$3.82 Million
0.13% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
142,943
shares
|
$3.8 Million
0.97% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
142,682
shares
|
$3.79 Million
5.87% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
140,755
shares
|
$3.74 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
138,868
shares
|
$3.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.57%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
138,800
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2025
Added 140.14%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
137,239
shares
|
$3.65 Million
2.4% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
136,396
shares
|
$3.62 Million
0.02% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
131,335
shares
|
$3.49 Million
2.61% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
130,300
shares
|
$3.46 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
130,285
shares
|
$3.46 Million
1.15% of portfolio
|
Q3 2025
Reduced 40.53%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
126,991
shares
|
$3.37 Million
0.35% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
126,882
shares
|
$3.37 Million
0.39% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
122,693
shares
|
$3.26 Million
0.93% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
122,614
shares
|
$3.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
121,035
shares
|
$3.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 24.01%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
119,587
shares
|
$3.18 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
118,860
shares
|
$3.16 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
118,186
shares
|
$3.14 Million
1.04% of portfolio
|
Q2 2023
Added 8.39%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
117,504
shares
|
$3.12 Million
0.2% of portfolio
|
Q3 2025
Reduced 28.76%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
116,211
shares
|
$3.09 Million
0.76% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
114,829
shares
|
$3.05 Million
0.05% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
114,130
shares
|
$3.03 Million
0.06% of portfolio
|
Q3 2025
Added 5.98%
|
|