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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
519,604
shares
|
$12.7 Million
0.41% of portfolio
|
Q4 2024
Added 256.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
512,446
shares
|
$12.5 Million
0.02% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
497,142
shares
|
$12.2 Million
8.31% of portfolio
|
Q4 2024
Added 189.35%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
490,037
shares
|
$12 Million
0.25% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
486,860
shares
|
$11.9 Million
2.37% of portfolio
|
Q4 2024
Added 199.25%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
484,335
shares
|
$11.8 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
480,761
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
479,885
shares
|
$11.7 Million
0.05% of portfolio
|
Q3 2024
Added 13.17%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
467,133
shares
|
$11.4 Million
0.19% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
446,423
shares
|
$10.9 Million
8.76% of portfolio
|
Q4 2024
Added 199.54%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
445,658
shares
|
$10.9 Million
2.78% of portfolio
|
Q4 2024
Added 129.42%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
441,944
shares
|
$10.8 Million
0.12% of portfolio
|
Q4 2024
Added 205.97%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
440,284
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
437,986
shares
|
$10.7 Million
0.03% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
434,268
shares
|
$10.6 Million
6.96% of portfolio
|
Q4 2024
Added 203.56%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
433,351
shares
|
$10.6 Million
0.58% of portfolio
|
Q4 2024
Added 197.35%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
427,886
shares
|
$10.5 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
411,466
shares
|
$10.1 Million
0.44% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
411,384
shares
|
$10.1 Million
0.39% of portfolio
|
Q4 2024
Added 214.55%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
408,425
shares
|
$9.99 Million
6.82% of portfolio
|
Q4 2024
Added 196.31%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
397,427
shares
|
$9.72 Million
3.57% of portfolio
|
Q4 2024
Added 192.63%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
395,997
shares
|
$9.68 Million
5.01% of portfolio
|
Q4 2024
Added 177.15%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
387,494
shares
|
$9.47 Million
2.15% of portfolio
|
Q4 2024
Added 197.49%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
387,365
shares
|
$9.47 Million
1.76% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
383,334
shares
|
$9.37 Million
5.11% of portfolio
|
Q4 2024
Added 187.06%
|