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 662 institutions that hold shares in the stock, with a total of 578 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| 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
|
$9.13 Billion
1.77% of portfolio
|
Q4 2024
Added 200.98%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
14,941,376
shares
|
$347 Million
1.03% of portfolio
|
Q4 2024
Added 221.92%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
10,389,148
shares
|
$241 Million
6.25% of portfolio
|
Q4 2024
Added 225.01%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
9,110,044
shares
|
$212 Million
11.9% of portfolio
|
Q4 2024
Added 212.33%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
5,979,245
shares
|
$139 Million
7.37% of portfolio
|
Q4 2024
Added 201.09%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
5,913,070
shares
|
$137 Million
26.0% of portfolio
|
Q4 2024
Added 185.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,885,606
shares
|
$137 Million
0.04% of portfolio
|
Q4 2024
Added 152.31%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
4,514,762
shares
|
$105 Million
18.01% of portfolio
|
Q4 2024
Added 200.85%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,087,099
shares
|
$94.9 Million
0.01% of portfolio
|
Q4 2024
Added 221.97%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
3,761,641
shares
|
$87.4 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
|
$86.4 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
|
$65.7 Million
0.01% of portfolio
|
Q4 2024
Added 168.22%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
2,708,289
shares
|
$62.9 Million
5.63% of portfolio
|
Q4 2024
Added 201.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,672,125
shares
|
$62.1 Million
0.14% of portfolio
|
Q4 2024
Added 222.39%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
2,493,356
shares
|
$57.9 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
|
$57.8 Million
0.02% of portfolio
|
Q4 2024
Added 385.24%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
2,473,879
shares
|
$57.5 Million
5.96% of portfolio
|
Q4 2024
Added 213.13%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
2,289,225
shares
|
$53.2 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
|
$52.4 Million
7.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,243,099
shares
|
$52.1 Million
0.01% of portfolio
|
Q4 2024
Added 199.23%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,086,496
shares
|
$48.5 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
|
$48.4 Million
9.27% of portfolio
|
Q4 2024
Added 204.2%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,075,613
shares
|
$48.2 Million
0.28% of portfolio
|
Q4 2024
Added 199.87%
|
|
|
Ashford Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,005,958
shares
|
$46.6 Million
10.98% of portfolio
|
Q4 2024
Added 199.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,815,787
shares
|
$42.2 Million
0.14% of portfolio
|
Q4 2024
Added 208.15%
|