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 |
|---|---|---|---|---|---|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
260,493
shares
|
$6.37 Million
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
253,161
shares
|
$6.19 Million
4.67% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
242,718
shares
|
$5.93 Million
0.35% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
239,635
shares
|
$5.86 Million
2.69% of portfolio
|
Q3 2024
Added 25.19%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
237,235
shares
|
$5.8 Million
3.28% of portfolio
|
Q4 2024
Added 196.27%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
236,756
shares
|
$5.79 Million
4.15% of portfolio
|
Q4 2024
Added 240.97%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
222,777
shares
|
$5.45 Million
1.47% of portfolio
|
Q4 2024
Added 230.18%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
217,256
shares
|
$5.31 Million
2.69% of portfolio
|
Q4 2024
Added 193.73%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
205,318
shares
|
$5.02 Million
0.23% of portfolio
|
Q4 2024
Added 206.82%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
204,095
shares
|
$4.99 Million
0.03% of portfolio
|
Q3 2024
Added 178.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
201,280
shares
|
$4.92 Million
0.0% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
197,993
shares
|
$4.84 Million
0.76% of portfolio
|
Q4 2024
Added 194.26%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
196,790
shares
|
$4.81 Million
1.52% of portfolio
|
Q4 2024
Added 200.58%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
192,469
shares
|
$4.71 Million
0.17% of portfolio
|
Q4 2024
Added 193.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
189,531
shares
|
$4.63 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
189,158
shares
|
$4.62 Million
1.46% of portfolio
|
Q4 2024
Added 375.03%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
186,223
shares
|
$4.55 Million
1.62% of portfolio
|
Q4 2024
Added 250.61%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
186,125
shares
|
$4.55 Million
0.0% of portfolio
|
Q4 2024
Added 571.11%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
185,912
shares
|
$4.55 Million
2.01% of portfolio
|
Q4 2024
Added 172.87%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
183,237
shares
|
$4.48 Million
0.66% of portfolio
|
Q4 2024
Added 216.13%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
182,263
shares
|
$4.46 Million
1.24% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
180,904
shares
|
$4.42 Million
3.96% of portfolio
|
Q3 2024
Added 196.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
169,592
shares
|
$4.15 Million
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
162,893
shares
|
$3.98 Million
2.59% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
161,752
shares
|
$3.95 Million
2.11% of portfolio
|
Q3 2024
Reduced 3.19%
|