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 639 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
1,370,117
shares
|
$33.7 Million
13.92% of portfolio
|
Q4 2024
Added 210.61%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,356,697
shares
|
$33.3 Million
8.24% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,341,488
shares
|
$32.9 Million
0.03% of portfolio
|
Q4 2024
Added 206.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,269,402
shares
|
$31.2 Million
0.01% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,213,558
shares
|
$29.8 Million
2.13% of portfolio
|
Q4 2024
Added 201.13%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,173,961
shares
|
$28.8 Million
0.16% of portfolio
|
Q4 2024
Added 151.31%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,128,320
shares
|
$27.7 Million
1.74% of portfolio
|
Q4 2024
Added 191.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,053,701
shares
|
$25.9 Million
0.01% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
1,043,863
shares
|
$25.6 Million
10.72% of portfolio
|
Q4 2024
Added 202.59%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,000,964
shares
|
$24.6 Million
0.04% of portfolio
|
Q4 2024
Added 201.16%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
945,471
shares
|
$23.2 Million
9.81% of portfolio
|
Q4 2024
Added 213.77%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Feb 12, 2025 Q4 2024 |
945,389
shares
|
$23.2 Million
16.04% of portfolio
|
Q4 2024
Added 202.29%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
926,437
shares
|
$22.8 Million
0.32% of portfolio
|
Q4 2024
Added 216.01%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
852,743
shares
|
$20.9 Million
0.21% of portfolio
|
Q4 2024
Added 201.99%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
846,590
shares
|
$20.8 Million
3.06% of portfolio
|
Q4 2024
Added 324.71%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
837,412
shares
|
$20.6 Million
4.69% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
828,850
shares
|
$20.4 Million
0.13% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
809,774
shares
|
$19.9 Million
11.07% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
784,183
shares
|
$19.3 Million
1.61% of portfolio
|
Q4 2024
Added 190.28%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
766,515
shares
|
$18.8 Million
4.78% of portfolio
|
Q4 2024
Added 189.82%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
749,622
shares
|
$18.4 Million
0.01% of portfolio
|
Q3 2024
Added 21.57%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
728,599
shares
|
$17.9 Million
9.14% of portfolio
|
Q4 2024
Added 199.39%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
724,331
shares
|
$17.8 Million
7.25% of portfolio
|
Q4 2024
Added 197.74%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
716,231
shares
|
$17.6 Million
1.86% of portfolio
|
Q4 2024
Added 240.76%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
657,445
shares
|
$16.1 Million
4.26% of portfolio
|
Q4 2024
Added 242.25%
|