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 626 institutions that hold shares in the stock, with a total of 516 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 |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
393,150,463
shares
|
$9.61 Billion
1.77% of portfolio
|
Q4 2024
Added 200.98%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
9,110,044
shares
|
$223 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
|
$146 Million
7.37% of portfolio
|
Q4 2024
Added 201.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,641,312
shares
|
$113 Million
1.01% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
4,514,762
shares
|
$110 Million
18.01% of portfolio
|
Q4 2024
Added 200.85%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
3,720,737
shares
|
$91 Million
6.46% of portfolio
|
Q4 2024
Added 205.3%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
3,196,535
shares
|
$78.2 Million
5.31% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
2,708,289
shares
|
$66.2 Million
5.63% of portfolio
|
Q4 2024
Added 201.4%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
2,493,356
shares
|
$61 Million
8.36% of portfolio
|
Q4 2024
Added 199.5%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
2,473,879
shares
|
$60.5 Million
5.96% of portfolio
|
Q4 2024
Added 213.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,332,656
shares
|
$57 Million
0.04% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
2,254,263
shares
|
$55.1 Million
7.01% of portfolio
|
Q4 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,086,496
shares
|
$51 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
|
$51 Million
9.27% of portfolio
|
Q4 2024
Added 204.2%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,075,613
shares
|
$50.7 Million
0.28% of portfolio
|
Q4 2024
Added 199.87%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
2,073,044
shares
|
$50.7 Million
25.43% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Ashford Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,005,958
shares
|
$49 Million
10.98% of portfolio
|
Q4 2024
Added 199.5%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
1,544,410
shares
|
$37.8 Million
4.41% of portfolio
|
Q4 2024
Added 162.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,539,547
shares
|
$37.6 Million
0.05% of portfolio
|
Q4 2024
Added 198.65%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,481,957
shares
|
$36.2 Million
0.04% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,397,195
shares
|
$34.2 Million
0.08% of portfolio
|
Q4 2024
Added 124.09%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
1,392,480
shares
|
$34 Million
5.59% of portfolio
|
Q4 2024
Added 217.57%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
1,391,443
shares
|
$34 Million
7.6% of portfolio
|
Q4 2024
Added 205.49%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
1,370,117
shares
|
$33.5 Million
13.92% of portfolio
|
Q4 2024
Added 210.61%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,356,697
shares
|
$33.2 Million
8.24% of portfolio
|
Q4 2024
Added 3.59%
|