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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
68,350
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Added 92.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
67,956
shares
|
$1.58 Million
0.06% of portfolio
|
Q4 2024
Added 381.72%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
66,183
shares
|
$1.54 Million
0.13% of portfolio
|
Q4 2024
Added 238.36%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
65,381
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
Added 186.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
64,892
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2024
Added 181.89%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
64,333
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2024
Added 189.74%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
64,252
shares
|
$1.49 Million
1.31% of portfolio
|
Q3 2024
Added 458.96%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
64,162
shares
|
$1.49 Million
0.34% of portfolio
|
Q4 2024
Added 195.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
63,256
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 1896.09%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
62,853
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
62,853
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
62,721
shares
|
$1.46 Million
1.27% of portfolio
|
Q4 2024
Added 202.74%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
62,181
shares
|
$1.44 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
62,029
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Added 203.32%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
61,632
shares
|
$1.43 Million
0.27% of portfolio
|
Q4 2024
Added 276.98%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
60,860
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
60,363
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2024
Added 196.65%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
60,057
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Added 234.0%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
59,391
shares
|
$1.38 Million
0.63% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
58,301
shares
|
$1.35 Million
0.07% of portfolio
|
Q4 2024
Added 470.46%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
57,142
shares
|
$1.33 Million
0.41% of portfolio
|
Q4 2024
Added 201.02%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
56,655
shares
|
$1.32 Million
0.4% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
56,502
shares
|
$1.31 Million
0.17% of portfolio
|
Q4 2024
Added 176.54%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
56,489
shares
|
$1.31 Million
0.02% of portfolio
|
Q4 2024
Added 195.86%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
55,771
shares
|
$1.3 Million
0.83% of portfolio
|
Q4 2024
Added 174.44%
|