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 662 institutions that hold shares in the stock, with a total of 578 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
9,576
shares
|
$222,450
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
9,540
shares
|
$221,614
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9,458
shares
|
$219,709
0.48% of portfolio
|
Q3 2024
Reduced 21.27%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
9,405
shares
|
$218,478
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
9,354
shares
|
$217,293
0.01% of portfolio
|
Q4 2024
Added 220.45%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
9,297
shares
|
$215,969
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
9,267
shares
|
$215,272
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
9,126
shares
|
$211,996
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
9,117
shares
|
$211,787
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
9,058
shares
|
$210,417
0.01% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
9,029
shares
|
$209,743
0.1% of portfolio
|
Q4 2024
Added 187.09%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
8,994
shares
|
$208,930
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
8,982
shares
|
$208,651
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
8,927
shares
|
$207,374
0.01% of portfolio
|
Q4 2024
Added 50.13%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
8,886
shares
|
$206,421
0.02% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
8,805
shares
|
$204,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
8,803
shares
|
$204,493
0.01% of portfolio
|
Q4 2024
Added 198.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
8,686
shares
|
$201,775
0.0% of portfolio
|
Q4 2024
Added 149.6%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
8,592
shares
|
$199,592
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
8,439
shares
|
$196,037
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
8,310
shares
|
$193,041
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
8,304
shares
|
$192,901
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
8,042
shares
|
$186,815
0.01% of portfolio
|
Q4 2024
Added 208.95%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,793
shares
|
$181,031
0.01% of portfolio
|
Q1 2024
Reduced 21.76%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
7,686
shares
|
$178,545
0.02% of portfolio
|
Q4 2024
Added 200.0%
|