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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,269
shares
|
$251,077
0.0% of portfolio
|
Q3 2024
Added 38.12%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,147
shares
|
$248,094
0.01% of portfolio
|
Q2 2024
Reduced 13.62%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
10,128
shares
|
$247,629
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
9,960
shares
|
$243,522
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
9,951
shares
|
$243,301
0.15% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,818
shares
|
$240,050
0.04% of portfolio
|
Q2 2022
Added 0.9%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
9,762
shares
|
$238,680
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
9,612
shares
|
$235,013
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
9,576
shares
|
$234,133
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
9,540
shares
|
$233,253
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9,458
shares
|
$231,248
0.48% of portfolio
|
Q3 2024
Reduced 21.27%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
9,405
shares
|
$229,952
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
9,394
shares
|
$229,683
0.44% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
9,354
shares
|
$228,705
0.01% of portfolio
|
Q4 2024
Added 220.45%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
9,297
shares
|
$227,311
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
9,126
shares
|
$223,130
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
9,117
shares
|
$222,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
9,058
shares
|
$221,468
0.01% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
8,994
shares
|
$219,903
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
8,982
shares
|
$219,609
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
8,803
shares
|
$215,233
0.01% of portfolio
|
Q4 2024
Added 198.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
8,695
shares
|
$212,592
0.02% of portfolio
|
Q3 2024
Added 96511.11%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
8,686
shares
|
$212,372
0.0% of portfolio
|
Q4 2024
Added 149.6%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
8,592
shares
|
$210,074
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
8,470
shares
|
$207,091
0.07% of portfolio
|
Q3 2024
Added 30.75%
|