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 682 institutions that hold shares in the stock, with a total of 590 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
645
shares
|
$14,718
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
621
shares
|
$14,171
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
618
shares
|
$14,102
0.0% of portfolio
|
Q1 2025
Reduced 81.19%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
600
shares
|
$13,692
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
594
shares
|
$13,555
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
591
shares
|
$13,486
0.0% of portfolio
|
Q1 2025
Reduced 41.89%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
557
shares
|
$12,710
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
537
shares
|
$12,254
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
502
shares
|
$11,455
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
490
shares
|
$11,181
0.0% of portfolio
|
Q1 2025
Added 600.0%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
489
shares
|
$11,158
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
432
shares
|
$9,858
0.0% of portfolio
|
Q4 2024
Reduced 59.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
428
shares
|
$9,766
0.0% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
415
shares
|
$9,470
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
402
shares
|
$9,173
0.0% of portfolio
|
Q1 2025
Added 644.44%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
351
shares
|
$8,009
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
348
shares
|
$7,941
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
345
shares
|
$7,872
0.0% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
327
shares
|
$7,462
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
318
shares
|
$7,256
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
312
shares
|
$7,119
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
300
shares
|
$6,846
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
291
shares
|
$6,640
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
285
shares
|
$6,503
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
279
shares
|
$6,366
0.0% of portfolio
|
Q3 2024
Added 1.09%
|