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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
12,837
shares
|
$313,864
0.03% of portfolio
|
Q3 2024
Reduced 88.32%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
12,519
shares
|
$306,089
0.12% of portfolio
|
Q4 2024
Added 124.23%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
12,378
shares
|
$302,642
0.24% of portfolio
|
Q4 2024
Added 281.57%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
12,305
shares
|
$300,857
0.0% of portfolio
|
Q4 2024
Added 178.52%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12,223
shares
|
$298,852
0.06% of portfolio
|
Q4 2024
Added 201.43%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
12,206
shares
|
$298,436
0.02% of portfolio
|
Q4 2024
Added 200.12%
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
12,025
shares
|
$294,011
0.26% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
11,971
shares
|
$292,690
0.06% of portfolio
|
Q4 2024
Added 235.79%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
11,822
shares
|
$289,047
0.07% of portfolio
|
Q4 2024
Added 139.12%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
11,685
shares
|
$285,698
0.04% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
11,556
shares
|
$282,544
0.06% of portfolio
|
Q4 2024
Added 217.21%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
11,520
shares
|
$281,664
0.04% of portfolio
|
Q4 2024
Added 201.41%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
11,474
shares
|
$280,539
0.06% of portfolio
|
Q4 2024
Added 52.42%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,206
shares
|
$273,986
0.05% of portfolio
|
Q3 2022
Added 22.27%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
11,202
shares
|
$273,888
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
11,178
shares
|
$273,302
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
11,076
shares
|
$270,808
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
11,035
shares
|
$269,805
0.09% of portfolio
|
Q4 2024
Added 193.87%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
10,741
shares
|
$262,617
0.03% of portfolio
|
Q4 2023
Added 33.88%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,611
shares
|
$259,438
0.04% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
10,575
shares
|
$258,558
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,568
shares
|
$258,387
0.07% of portfolio
|
Q4 2024
Added 199.72%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
10,567
shares
|
$258,363
0.11% of portfolio
|
Q4 2024
Added 176.33%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
10,362
shares
|
$253,350
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,301
shares
|
$251,859
0.04% of portfolio
|
Q4 2024
New holding
|