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 |
|---|---|---|---|---|---|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
15,753
shares
|
$385,160
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
15,707
shares
|
$384,036
0.12% of portfolio
|
Q4 2024
Added 239.61%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
15,582
shares
|
$380,979
0.35% of portfolio
|
Q3 2024
Added 69.54%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
15,578
shares
|
$380,882
0.04% of portfolio
|
Q4 2024
Added 203.25%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
15,552
shares
|
$380,246
0.16% of portfolio
|
Q4 2024
Added 199.42%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
15,483
shares
|
$378,559
0.0% of portfolio
|
Q4 2024
Added 151.35%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
15,091
shares
|
$368,974
0.02% of portfolio
|
Q4 2024
Added 198.18%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,046
shares
|
$367,874
0.0% of portfolio
|
Q3 2023
Added 2.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
14,941
shares
|
$365,307
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,673
shares
|
$358,754
0.01% of portfolio
|
Q4 2024
Added 201.48%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
14,585
shares
|
$356,603
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
14,223
shares
|
$347,752
0.17% of portfolio
|
Q4 2024
Added 201.4%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
13,980
shares
|
$341,811
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
13,955
shares
|
$341,199
0.04% of portfolio
|
Q4 2024
Added 212.05%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
13,725
shares
|
$335,576
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
13,533
shares
|
$330,881
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
13,437
shares
|
$328,534
0.05% of portfolio
|
Q4 2024
Added 209.68%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,435
shares
|
$328,485
0.29% of portfolio
|
Q1 2023
Reduced 5.32%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
13,430
shares
|
$328,363
0.07% of portfolio
|
Q4 2024
Added 200.72%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
13,350
shares
|
$326,407
0.03% of portfolio
|
Q4 2024
Added 214.86%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
13,243
shares
|
$323,791
0.08% of portfolio
|
Q3 2022
Added 26.17%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
13,056
shares
|
$319,219
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
13,039
shares
|
$318,803
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
13,031
shares
|
$318,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
12,976
shares
|
$317,263
0.0% of portfolio
|
Q3 2024
Reduced 0.92%
|