FNDX
Schwab Fundamental U.S. Large Company Index ETF$27.84-0.09 (-0.32%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$5.478686511249e+260T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Bell Investment Advisors, Inc | 2,013,483 | $54.8B | 8.66% | Share |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 413,443,221 | $11.2B | 1.75% | Share |
| 3 | Mengis Capital Management, Inc. | 23,604 | $642.3M | 0.11% | Share |
| 4 | CAPTRUST FINANCIAL ADVISORS | 21,393,347 | $582.0M | 1.11% | Share |
| 5 | McAdam, LLC | 9,179,896 | $249.0M | 11.40% | Share |
| 6 | Boulay Financial Advisors, LLC | 9,126,260 | $248.3M | 29.20% | Share |
| 7 | AMERIPRISE FINANCIAL INC | 8,471,287 | $230.0M | 0.05% | Share |
| 8 | KEYBANK NATIONAL ASSOCIATION/OH | 8,260,029 | $224.8M | 0.80% | Share |
| 9 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6,482,373 | $176.4M | 3.55% | Share |
| 10 | Steele Capital Management, Inc. | 6,112,690 | $166.3M | 7.14% | Share |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 5,154,200 | $140.0M | 0.04% | Share |
| 12 | LPL Financial LLC | 5,151,322 | $140.0M | 0.04% | Share |
| 13 | MORGAN STANLEY | 4,995,587 | $135.0M | 0.01% | Share |
| 14 | Glassman Wealth Services | 4,666,563 | $127.0M | 17.14% | Share |
| 15 | Northwest Bancshares, Inc. | 4,089,326 | $111.3M | 21.50% | Share |
| 16 | Cetera Investment Advisers | 3,782,869 | $102.0M | 0.11% | Share |
| 17 | AlphaCore Capital LLC | 3,493,029 | $95.0M | 2.12% | Share |
| 18 | QUADRANT CAPITAL GROUP LLC | 3,142,622 | $85.0M | 2.57% | Share |
| 19 | Charles Schwab Trust Co | 3,109,768 | $84.6M | 5.56% | Share |
| 20 | Gemmer Asset Management LLC | 2,649,062 | $72.1M | 5.55% | Share |
| 21 | Bank of New York Mellon Corp | 2,464,601 | $67.0M | 0.01% | Share |
| 22 | Clark Capital Management Group, Inc. | 2,461,818 | $66.0M | 0.41% | Share |
| 23 | RESTON WEALTH MANAGEMENT LLC | 2,380,794 | $64.8M | 19.82% | Share |
| 24 | Kelman-Lazarov, Inc. | 2,356,429 | $64.1M | 9.16% | Share |
| 25 | Lee Financial Co | 2,324,130 | $63.2M | 8.53% | Share |
| 26 | UBS Group AG | 2,300,536 | $62.6M | 0.01% | Share |
| 27 | BANK OF AMERICA CORP /DE/ | 2,109,294 | $57.0M | 0.00% | Share |
| 28 | Private Advisor Group, LLC | 2,047,668 | $55.0M | 0.26% | Share |
| 29 | BlueStem Wealth Partners, LLC | 1,966,144 | $53.5M | 5.91% | Share |
| 30 | HighTower Advisors, LLC | 1,937,060 | $52.0M | 0.06% | Share |
| 31 | Cambridge Investment Research Advisors, Inc. | 1,847,946 | $50.0M | 0.13% | Share |
| 32 | Ashford Advisors, LLC | 1,835,393 | $49.9M | 10.93% | Share |
| 33 | Prairiewood Capital, LLC | 1,824,061 | $49.6M | 15.41% | Share |
| 34 | Koesten, Hirschmann & Crabtree, INC. | 1,715,952 | $46.7M | 22.97% | Share |
| 35 | Cornerstone Planning Group LLC | 1,562,526 | $44.2M | 6.89% | Share |
| 36 | KAVAR CAPITAL PARTNERS GROUP, LLC | 1,576,625 | $42.9M | 5.91% | Share |
| 37 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,546,542 | $42.1M | 0.85% | Share |
| 38 | Leonard Rickey Investment Advisors P.L.L.C. | 1,479,354 | $40.3M | 7.28% | Share |
| 39 | OSAIC HOLDINGS, INC. | 1,485,835 | $40.0M | 0.06% | Share |
| 40 | Creative Planning | 1,459,493 | $39.0M | 0.03% | Share |
| 41 | Focus Partners Wealth | 1,498,468 | $39.0M | 0.04% | Share |
| 42 | Resonant Capital Advisors, LLC | 1,367,927 | $37.2M | 2.05% | Share |
| 43 | Belpointe Asset Management LLC | 1,345,095 | $36.6M | 1.32% | Share |
| 44 | Fortis Capital Advisors, LLC | 1,345,095 | $36.6M | 5.40% | Share |
| 45 | PTM WEALTH MANAGEMENT, LLC | 1,310,154 | $36.3M | 20.49% | Share |
| 46 | Tanglewood Wealth Management, Inc. | 1,316,823 | $35.8M | 3.29% | Share |
| 47 | COMMONWEALTH EQUITY SERVICES, LLC | 1,214,822 | $33.0M | 0.04% | Share |
| 48 | GREAT VALLEY ADVISOR GROUP, INC. | 1,110,269 | $30.0M | 0.58% | Share |
| 49 | Planned Solutions, Inc. | 1,049,879 | $28.6M | 9.16% | Share |
| 50 | Eagle Strategies LLC | 1,036,270 | $28.2M | 3.60% | Share |