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 |
|---|---|---|---|---|---|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
113,713
shares
|
$3.02 Million
1.12% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
113,095
shares
|
$3 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
112,494
shares
|
$2.99 Million
0.03% of portfolio
|
Q3 2025
Added 34.75%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
112,139
shares
|
$2.98 Million
1.23% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
110,497
shares
|
$2.94 Million
0.27% of portfolio
|
Q3 2023
Reduced 23.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
110,240
shares
|
$2.93 Million
0.06% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
109,636
shares
|
$2.91 Million
0.65% of portfolio
|
Q3 2025
Reduced 39.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,168
shares
|
$2.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
105,168
shares
|
$2.79 Million
0.94% of portfolio
|
Q3 2025
Added 23.5%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
102,617
shares
|
$2.73 Million
0.21% of portfolio
|
Q4 2023
Added 7.83%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
100,611
shares
|
$2.67 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Nov 14, 2025 Q3 2025 |
98,187
shares
|
$2.61 Million
2.06% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,665
shares
|
$2.59 Million
0.2% of portfolio
|
Q3 2022
Added 2.91%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
97,559
shares
|
$2.59 Million
1.13% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
97,525
shares
|
$2.59 Million
1.44% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
94,669
shares
|
$2.52 Million
0.07% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
94,130
shares
|
$2.5 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
93,529
shares
|
$2.49 Million
1.61% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
93,513
shares
|
$2.48 Million
1.16% of portfolio
|
Q3 2023
Added 8.63%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
93,293
shares
|
$2.48 Million
0.04% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
92,763
shares
|
$2.46 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
92,321
shares
|
$2.45 Million
0.06% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
91,879
shares
|
$2.44 Million
0.61% of portfolio
|
Q3 2025
Added 33.93%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
91,665
shares
|
$2.44 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
90,342
shares
|
$2.4 Million
0.02% of portfolio
|
Q1 2025
Added 28.4%
|
|