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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
19,093
shares
|
$466,823
0.03% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
19,086
shares
|
$466,652
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
18,999
shares
|
$464,525
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
18,571
shares
|
$454,060
0.01% of portfolio
|
Q4 2024
Added 193.52%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
18,168
shares
|
$444,207
0.04% of portfolio
|
Q4 2024
Added 314.7%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
18,096
shares
|
$442,447
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
17,981
shares
|
$439,635
0.02% of portfolio
|
Q3 2024
Reduced 17.07%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
17,787
shares
|
$434,892
0.07% of portfolio
|
Q4 2024
Added 193.61%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
17,785
shares
|
$434,843
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
17,783
shares
|
$434,794
0.01% of portfolio
|
Q4 2024
Added 185.85%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
17,464
shares
|
$426,994
0.16% of portfolio
|
Q3 2024
Added 160.19%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
17,452
shares
|
$426,701
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
17,174
shares
|
$419,904
0.43% of portfolio
|
Q4 2024
Added 198.78%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
17,160
shares
|
$419,562
0.01% of portfolio
|
Q3 2024
Added 31.45%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
17,114
shares
|
$418,437
0.04% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
16,994
shares
|
$415,503
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
16,975
shares
|
$415,038
0.05% of portfolio
|
Q3 2024
Added 122.3%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
16,818
shares
|
$411,200
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
16,527
shares
|
$404,085
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
16,349
shares
|
$399,733
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
16,272
shares
|
$397,850
0.29% of portfolio
|
Q4 2024
Added 131.5%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
16,042
shares
|
$392,226
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
15,991
shares
|
$390,979
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
15,838
shares
|
$387,239
0.47% of portfolio
|
Q3 2024
Added 120.09%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
15,813
shares
|
$386,627
0.0% of portfolio
|
Q3 2024
Added 2.88%
|