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 |
|---|---|---|---|---|---|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
7,167
shares
|
$176,021
0.36% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7,115
shares
|
$174,744
0.09% of portfolio
|
Q3 2023
Reduced 3.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
7,107
shares
|
$174,547
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
6,797
shares
|
$166,934
0.02% of portfolio
|
Q2 2020
Reduced 44.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,740
shares
|
$165,534
0.08% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,727
shares
|
$165,215
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,564
shares
|
$161,211
0.03% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
6,447
shares
|
$158,338
0.0% of portfolio
|
Q4 2024
Added 1785.09%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
6,174
shares
|
$151,633
0.14% of portfolio
|
Q3 2022
Added 49.82%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
6,124
shares
|
$150,405
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,080
shares
|
$149,324
0.02% of portfolio
|
Q3 2022
Added 14.63%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,001
shares
|
$147,384
0.0% of portfolio
|
Q2 2024
Reduced 62.25%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
5,961
shares
|
$146,402
0.09% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
5,958
shares
|
$146,328
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,763
shares
|
$141,539
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
5,679
shares
|
$139,476
0.01% of portfolio
|
Q4 2024
Added 178.93%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
5,667
shares
|
$139,181
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,469
shares
|
$134,318
0.01% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
5,373
shares
|
$131,960
0.01% of portfolio
|
Q4 2024
Added 133.3%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
5,325
shares
|
$130,782
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
5,322
shares
|
$130,708
0.0% of portfolio
|
Q4 2024
Added 440.3%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
5,276
shares
|
$129,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,114
shares
|
$125,599
0.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,103
shares
|
$125,329
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,082
shares
|
$124,813
0.0% of portfolio
|
Q4 2024
Added 1296.15%
|