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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
37,653
shares
|
$920,615
0.03% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
36,675
shares
|
$896,703
0.07% of portfolio
|
Q4 2024
Added 197.54%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
36,568
shares
|
$894,087
0.0% of portfolio
|
Q4 2024
Added 315.55%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
35,994
shares
|
$880,053
0.18% of portfolio
|
Q4 2024
Added 160.71%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
35,831
shares
|
$876,067
0.03% of portfolio
|
Q4 2024
Added 200.32%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
35,572
shares
|
$869,735
0.04% of portfolio
|
Q4 2024
Added 200.01%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
35,438
shares
|
$866,459
0.31% of portfolio
|
Q4 2024
Added 197.32%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
35,373
shares
|
$864,869
0.2% of portfolio
|
Q4 2024
Added 205.81%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
35,311
shares
|
$863,353
0.56% of portfolio
|
Q4 2024
Added 201.42%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
34,170
shares
|
$835,456
0.06% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
34,043
shares
|
$832,351
0.03% of portfolio
|
Q4 2024
Added 293.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
33,857
shares
|
$827,803
0.0% of portfolio
|
Q3 2024
Reduced 36.84%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
33,690
shares
|
$823,720
0.05% of portfolio
|
Q3 2024
Added 105.14%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
33,648
shares
|
$822,693
0.28% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
33,145
shares
|
$810,395
0.03% of portfolio
|
Q4 2024
Added 241.88%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
33,118
shares
|
$809,735
0.59% of portfolio
|
Q4 2024
Added 274.38%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
32,971
shares
|
$806,140
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,968
shares
|
$806,067
0.02% of portfolio
|
Q4 2024
Added 231.8%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
32,240
shares
|
$788,268
0.03% of portfolio
|
Q4 2024
Added 193.17%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
31,280
shares
|
$764,796
0.46% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,094
shares
|
$760,248
0.01% of portfolio
|
Q3 2024
Reduced 23.6%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
30,942
shares
|
$756,531
0.24% of portfolio
|
Q4 2024
Added 200.03%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
30,644
shares
|
$749,245
0.0% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
30,639
shares
|
$749,123
0.01% of portfolio
|
Q4 2024
Added 204.14%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
30,360
shares
|
$742,302
0.08% of portfolio
|
Q4 2024
New holding
|