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 |
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
343,965
shares
|
$7.85 Million
4.67% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
338,780
shares
|
$7.73 Million
1.42% of portfolio
|
Q4 2024
Added 211.21%
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
334,418
shares
|
$7.63 Million
0.19% of portfolio
|
Q4 2024
Added 218.5%
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
333,983
shares
|
$7.62 Million
0.03% of portfolio
|
Q4 2024
Added 249.56%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
329,416
shares
|
$7.52 Million
2.23% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
322,098
shares
|
$7.35 Million
0.9% of portfolio
|
Q2 2024
Added 0.94%
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
321,537
shares
|
$7.34 Million
5.12% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
318,375
shares
|
$7.27 Million
1.31% of portfolio
|
Q1 2025
Added 2.0%
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
312,165
shares
|
$7.12 Million
0.62% of portfolio
|
Q4 2024
Added 119.75%
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
303,999
shares
|
$6.94 Million
2.42% of portfolio
|
Q1 2025
Added 60.71%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
297,986
shares
|
$6.8 Million
0.13% of portfolio
|
Q4 2024
Added 196.88%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
297,584
shares
|
$6.79 Million
1.92% of portfolio
|
Q4 2024
Added 245.11%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
297,055
shares
|
$6.78 Million
0.1% of portfolio
|
Q4 2024
Added 223.7%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
290,724
shares
|
$6.63 Million
0.15% of portfolio
|
Q4 2024
Added 221.99%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
288,574
shares
|
$6.59 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
285,014
shares
|
$6.5 Million
0.34% of portfolio
|
Q1 2025
Added 2.76%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
284,870
shares
|
$6.5 Million
1.64% of portfolio
|
Q1 2025
Added 0.4%
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
281,919
shares
|
$6.43 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
273,566
shares
|
$6.24 Million
0.28% of portfolio
|
Q4 2023
Added 2.42%
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
271,857
shares
|
$6.2 Million
1.73% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
266,422
shares
|
$6.08 Million
4.69% of portfolio
|
Q1 2025
Added 1.15%
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
264,269
shares
|
$6.03 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
264,213
shares
|
$6.03 Million
0.45% of portfolio
|
Q1 2025
Added 1.43%
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
260,082
shares
|
$5.94 Million
3.86% of portfolio
|
Q1 2025
Added 9.85%
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
257,515
shares
|
$5.88 Million
5.01% of portfolio
|
Q1 2025
Reduced 3.33%
|