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 682 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,804,339
shares
|
$41.2 Million
24.5% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,715,830
shares
|
$39.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
1,582,382
shares
|
$36.1 Million
5.09% of portfolio
|
Q1 2025
Reduced 29.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,539,547
shares
|
$35.1 Million
0.05% of portfolio
|
Q4 2024
Added 198.65%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,517,355
shares
|
$34.6 Million
0.26% of portfolio
|
Q4 2024
Added 209.64%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
1,450,222
shares
|
$33.1 Million
5.72% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
1,441,257
shares
|
$32.9 Million
13.9% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,433,911
shares
|
$32.7 Million
7.65% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
1,426,942
shares
|
$32.6 Million
7.08% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,397,195
shares
|
$31.9 Million
0.08% of portfolio
|
Q4 2024
Added 124.09%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
1,385,646
shares
|
$31.6 Million
0.19% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,341,488
shares
|
$30.6 Million
0.03% of portfolio
|
Q4 2024
Added 206.29%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,329,368
shares
|
$30.3 Million
0.03% of portfolio
|
Q4 2024
Added 201.93%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,260,697
shares
|
$28.8 Million
2.11% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
1,233,735
shares
|
$28.2 Million
3.39% of portfolio
|
Q1 2025
Reduced 20.12%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,173,961
shares
|
$26.8 Million
0.16% of portfolio
|
Q4 2024
Added 151.31%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
May 07, 2025 Q1 2025 |
1,161,288
shares
|
$26.5 Million
25.46% of portfolio
|
Q1 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,128,320
shares
|
$25.7 Million
1.74% of portfolio
|
Q4 2024
Added 191.28%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
1,066,983
shares
|
$24.3 Million
10.8% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,005,307
shares
|
$22.9 Million
0.04% of portfolio
|
Q4 2024
Added 181.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,000,964
shares
|
$22.8 Million
0.04% of portfolio
|
Q4 2024
Added 201.16%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
975,910
shares
|
$22.3 Million
3.23% of portfolio
|
Q4 2024
Added 204.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
959,046
shares
|
$21.9 Million
0.33% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Feb 12, 2025 Q4 2024 |
945,389
shares
|
$21.6 Million
16.04% of portfolio
|
Q4 2024
Added 202.29%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
910,560
shares
|
$20.8 Million
8.36% of portfolio
|
Q1 2025
Reduced 3.69%
|