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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$2,445
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
95
shares
|
$2,322
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
95
shares
|
$2,322
0.0% of portfolio
|
Q4 2024
Added 206.45%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
90
shares
|
$2,200
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
84
shares
|
$2,053
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
72
shares
|
$1,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
70
shares
|
$1,711
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
70
shares
|
$1,711
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
63
shares
|
$1,540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
57
shares
|
$1,393
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
56
shares
|
$1,369
0.0% of portfolio
|
Q3 2022
Added 1.82%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
54
shares
|
$1,320
0.0% of portfolio
|
Q2 2024
Added 58.82%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
51
shares
|
$1,246
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
49
shares
|
$1,198
0.0% of portfolio
|
Q3 2024
Reduced 94.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
48
shares
|
$1,173
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
48
shares
|
$1,173
0.0% of portfolio
|
Q3 2024
Reduced 85.71%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
42
shares
|
$1,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
42
shares
|
$1,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
38
shares
|
$929
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
32
shares
|
$782
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
22
shares
|
$537
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
18
shares
|
$440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
16
shares
|
$391
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
12
shares
|
$293
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
11
shares
|
$268
0.0% of portfolio
|
Q2 2024
New holding
|