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 626 institutions that hold shares in the stock, with a total of 516 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,036
shares
|
$49,780
0.01% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,900
shares
|
$46,455
0.05% of portfolio
|
Q2 2023
Added 322.22%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,889
shares
|
$46,186
0.05% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,887
shares
|
$46,137
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
1,796
shares
|
$43,912
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
1,784
shares
|
$43,618
0.02% of portfolio
|
Q4 2024
Added 201.35%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,767
shares
|
$43,203
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
1,731
shares
|
$42,322
0.01% of portfolio
|
Q4 2024
Added 201.04%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,530
shares
|
$37,408
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,509
shares
|
$36,895
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1,500
shares
|
$36,675
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,454
shares
|
$35,550
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,399
shares
|
$34,205
0.0% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,353
shares
|
$33,080
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,340
shares
|
$32,763
0.0% of portfolio
|
Q4 2024
Added 201.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,327
shares
|
$32,445
0.0% of portfolio
|
Q2 2020
Added 34.64%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,320
shares
|
$32,274
0.0% of portfolio
|
Q3 2024
Reduced 22.17%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,277
shares
|
$31,222
0.01% of portfolio
|
Q4 2022
Added 57.46%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,254
shares
|
$30,660
0.0% of portfolio
|
Q4 2024
Added 822.06%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,249
shares
|
$30,538
0.01% of portfolio
|
Q4 2024
Added 700.64%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,197
shares
|
$29,266
0.01% of portfolio
|
Q1 2023
Reduced 73.02%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
1,155
shares
|
$28,239
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
1,110
shares
|
$27,139
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
1,017
shares
|
$24,865
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,011
shares
|
$24,718
0.0% of portfolio
|
Q4 2024
Added 200.0%
|