Who Owns SCHWAB (FNDE)? -- Institutional Holders (2026-06-30)

533 institutions reported holding $12.44B of SCHWAB (FNDE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sixth Street Partners Management Company, L.P. ($4.92B), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($4.92B), FMR LLC ($584.2M), MORGAN STANLEY ($160.2M), BANK OF AMERICA CORP /DE/ ($116.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Sixth Street Partners Management Company, L.P.$4.92B124.0MNew
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC$4.92B124.0MTrimmed
3FMR LLC$584.2M14.7MTrimmed
4MORGAN STANLEY$160.2M4.0MAdded
5BANK OF AMERICA CORP /DE/$116.0M2.9MAdded
6VICTORY CAPITAL MANAGEMENT INC$88.3M2.2MHold
7Bogart Wealth, LLC$74.8M1.9MAdded
8ENVESTNET ASSET MANAGEMENT INC$55.5M1.4MTrimmed
9FOSTER & MOTLEY INC$49.0M1.2MTrimmed
10WELLS FARGO & COMPANY/MN$44.8M1.1MTrimmed
11OSAIC HOLDINGS, INC.$42.6M1.1MAdded
12NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$41.0M1.0MAdded
13Unison Advisors LLC$38.6M971,847Trimmed
14RAYMOND JAMES FINANCIAL INC$38.5M970,820Added
15LPL Financial LLC$32.7M824,767Added
16Morningstar Investment Management LLC$27.7M723,788Hold
17UBS Group AG$26.5M667,904Added
18Seven Springs Wealth Group, LLC$23.9M601,701Added
19Johnson Bixby & Associates, LLC$23.7M597,009Added
20Savant Capital, LLC$23.5M585,581Added
21AlphaCore Capital LLC$23.5M591,619Trimmed
22Resonant Capital Advisors, LLC$22.6M570,078Added
23Kelman-Lazarov, Inc.$22.6M569,914Trimmed
24Almanack Investment Partners, LLC.$22.3M561,157Trimmed
25Elgethun Capital Management$22.1M556,068Added

Source: SEC Form 13F filings · as of 2026-06-30