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 584 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 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 |
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
499,713
shares
|
$11.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
495,490
shares
|
$11.3 Million
8.32% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
493,947
shares
|
$11.3 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
482,827
shares
|
$11 Million
6.28% of portfolio
|
Q4 2024
Added 222.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
480,761
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
480,476
shares
|
$11 Million
2.34% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
479,558
shares
|
$10.9 Million
6.82% of portfolio
|
Q1 2025
Added 39.04%
|
|
|
Northland Capital Management LLC
|
Apr 23, 2025 Q1 2025 |
449,350
shares
|
$10.3 Million
7.96% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
448,600
shares
|
$10.2 Million
2.84% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
438,218
shares
|
$10 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
434,268
shares
|
$9.91 Million
6.96% of portfolio
|
Q4 2024
Added 203.56%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
433,351
shares
|
$9.89 Million
0.58% of portfolio
|
Q4 2024
Added 197.35%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
426,857
shares
|
$9.74 Million
0.73% of portfolio
|
Q4 2024
Added 262.67%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
409,620
shares
|
$9.35 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
408,425
shares
|
$9.32 Million
6.82% of portfolio
|
Q4 2024
Added 196.31%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
408,307
shares
|
$9.32 Million
3.62% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Apr 25, 2025 Q1 2025 |
397,878
shares
|
$9.08 Million
8.64% of portfolio
|
Q1 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
395,465
shares
|
$9.02 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
391,819
shares
|
$8.94 Million
4.79% of portfolio
|
Q1 2025
Added 24.92%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
383,879
shares
|
$8.76 Million
1.89% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
376,866
shares
|
$8.6 Million
1.63% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
370,270
shares
|
$8.45 Million
0.07% of portfolio
|
Q4 2024
Added 250.96%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
363,474
shares
|
$8.29 Million
5.96% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
361,674
shares
|
$8.25 Million
3.35% of portfolio
|
Q1 2025
Added 94.22%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
356,202
shares
|
$8.13 Million
6.66% of portfolio
|
Q1 2025
Added 3.22%
|