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 671 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
393,150,463
shares
|
$8.68 Billion
1.77% of portfolio
|
Q4 2024
Added 200.98%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
14,941,376
shares
|
$330 Million
1.03% of portfolio
|
Q4 2024
Added 221.92%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
10,389,148
shares
|
$229 Million
6.25% of portfolio
|
Q4 2024
Added 225.01%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
9,110,044
shares
|
$201 Million
11.9% of portfolio
|
Q4 2024
Added 212.33%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
6,054,706
shares
|
$134 Million
7.44% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
5,913,070
shares
|
$131 Million
26.0% of portfolio
|
Q4 2024
Added 185.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,885,606
shares
|
$130 Million
0.04% of portfolio
|
Q4 2024
Added 152.31%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
4,514,762
shares
|
$99.7 Million
18.01% of portfolio
|
Q4 2024
Added 200.85%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,087,099
shares
|
$90.3 Million
0.01% of portfolio
|
Q4 2024
Added 221.97%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
3,761,641
shares
|
$83.1 Million
0.03% of portfolio
|
Q4 2024
Added 153.83%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
3,720,737
shares
|
$82.2 Million
6.46% of portfolio
|
Q4 2024
Added 205.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,826,216
shares
|
$62.4 Million
0.01% of portfolio
|
Q4 2024
Added 168.22%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
2,775,995
shares
|
$61.3 Million
5.53% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,672,125
shares
|
$59 Million
0.14% of portfolio
|
Q4 2024
Added 222.39%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,546,334
shares
|
$56.2 Million
6.16% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
2,493,356
shares
|
$55.1 Million
8.36% of portfolio
|
Q4 2024
Added 199.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,486,614
shares
|
$54.9 Million
0.02% of portfolio
|
Q4 2024
Added 385.24%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
2,289,225
shares
|
$50.6 Million
10.7% of portfolio
|
Q4 2024
Added 182.7%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
2,254,263
shares
|
$49.8 Million
7.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,243,099
shares
|
$49.6 Million
0.01% of portfolio
|
Q4 2024
Added 199.23%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,086,496
shares
|
$46.1 Million
18.42% of portfolio
|
Q4 2024
Added 209.53%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,084,426
shares
|
$46 Million
9.27% of portfolio
|
Q4 2024
Added 204.2%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,075,613
shares
|
$45.9 Million
0.28% of portfolio
|
Q4 2024
Added 199.87%
|
|
|
Ashford Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,005,958
shares
|
$44.3 Million
10.98% of portfolio
|
Q4 2024
Added 199.5%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,804,339
shares
|
$39.9 Million
24.5% of portfolio
|
Q1 2025
Added 2.29%
|