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 |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
6,019
shares
|
$147,164
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,001
shares
|
$146,724
0.0% of portfolio
|
Q2 2024
Reduced 62.25%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,985
shares
|
$146,333
0.01% of portfolio
|
Q3 2024
Added 49.44%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
5,970
shares
|
$145,966
0.09% of portfolio
|
Q1 2024
Added 6.36%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
5,961
shares
|
$145,746
0.09% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
5,958
shares
|
$145,673
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
5,946
shares
|
$145,379
0.03% of portfolio
|
Q3 2024
Added 22.57%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,881
shares
|
$143,790
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,763
shares
|
$140,905
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
5,606
shares
|
$137,066
0.03% of portfolio
|
Q1 2024
Reduced 13.34%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,469
shares
|
$133,717
0.01% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
5,373
shares
|
$131,369
0.01% of portfolio
|
Q4 2024
Added 133.3%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
5,325
shares
|
$130,196
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
5,322
shares
|
$130,122
0.0% of portfolio
|
Q4 2024
Added 440.3%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
5,276
shares
|
$128,998
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
5,169
shares
|
$126,382
0.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,114
shares
|
$125,037
0.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,103
shares
|
$124,768
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,082
shares
|
$124,254
0.0% of portfolio
|
Q4 2024
Added 1296.15%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$122,250
0.0% of portfolio
|
Q3 2024
Added 259.71%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,860
shares
|
$118,827
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
4,688
shares
|
$114,621
0.03% of portfolio
|
Q4 2024
Added 201.29%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,593
shares
|
$112,298
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,429
shares
|
$108,289
0.07% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,418
shares
|
$108,020
0.0% of portfolio
|
Q3 2024
Added 8.26%
|