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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$122,800
0.0% of portfolio
|
Q3 2024
Added 259.71%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,860
shares
|
$119,361
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
4,688
shares
|
$115,137
0.03% of portfolio
|
Q4 2024
Added 201.29%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
4,631
shares
|
$113,737
0.0% of portfolio
|
Q4 2024
Added 46.13%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,593
shares
|
$112,804
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,362
shares
|
$107,130
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
4,260
shares
|
$104,625
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,206
shares
|
$103,299
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
4,159
shares
|
$102,145
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,121
shares
|
$101,211
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
4,062
shares
|
$99,762
0.0% of portfolio
|
Q4 2024
Added 190.35%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,050
shares
|
$99,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,042
shares
|
$99,271
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
3,948
shares
|
$96,962
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
3,885
shares
|
$95,415
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,806
shares
|
$93,475
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,768
shares
|
$92,542
0.0% of portfolio
|
Q4 2024
Added 724.51%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,684
shares
|
$90,479
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
3,642
shares
|
$89,447
0.06% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
3,619
shares
|
$88,882
0.01% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,617
shares
|
$88,833
0.0% of portfolio
|
Q2 2024
Added 3.73%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
3,384
shares
|
$83,111
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
3,360
shares
|
$82,521
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,350
shares
|
$82,276
0.0% of portfolio
|
Q3 2024
Reduced 27.21%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
3,286
shares
|
$80,704
0.02% of portfolio
|
Q4 2024
Added 110.37%
|