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 639 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
35,572
shares
|
$873,648
0.04% of portfolio
|
Q4 2024
Added 200.01%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
35,438
shares
|
$870,357
0.31% of portfolio
|
Q4 2024
Added 197.32%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
35,373
shares
|
$868,760
0.2% of portfolio
|
Q4 2024
Added 205.81%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
35,311
shares
|
$867,238
0.56% of portfolio
|
Q4 2024
Added 201.42%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
35,169
shares
|
$863,750
0.02% of portfolio
|
Q4 2024
Added 197.66%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
34,043
shares
|
$836,096
0.03% of portfolio
|
Q4 2024
Added 293.79%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
33,690
shares
|
$827,426
0.05% of portfolio
|
Q3 2024
Added 105.14%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
33,648
shares
|
$826,394
0.28% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
33,145
shares
|
$814,041
0.03% of portfolio
|
Q4 2024
Added 241.88%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
33,118
shares
|
$813,378
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
|
$809,767
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,968
shares
|
$809,694
0.02% of portfolio
|
Q4 2024
Added 231.8%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
32,240
shares
|
$791,814
0.03% of portfolio
|
Q4 2024
Added 193.17%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,094
shares
|
$763,668
0.01% of portfolio
|
Q3 2024
Reduced 23.6%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
31,006
shares
|
$761,507
0.44% of portfolio
|
Q4 2024
Added 230.06%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
30,942
shares
|
$759,935
0.24% of portfolio
|
Q4 2024
Added 200.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
30,639
shares
|
$752,493
0.01% of portfolio
|
Q4 2024
Added 204.14%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
30,360
shares
|
$745,641
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
29,994
shares
|
$736,652
0.14% of portfolio
|
Q4 2024
Added 201.42%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
28,663
shares
|
$703,963
1.97% of portfolio
|
Q3 2024
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
28,608
shares
|
$702,612
0.49% of portfolio
|
Q4 2024
Added 201.17%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
28,147
shares
|
$691,290
0.57% of portfolio
|
Q4 2024
Added 205.81%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
27,600
shares
|
$677,856
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
27,189
shares
|
$667,761
0.01% of portfolio
|
Q4 2024
Added 179.52%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
26,827
shares
|
$658,871
0.13% of portfolio
|
Q4 2024
New holding
|