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 |
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
248,825
shares
|
$5.68 Million
3.28% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
242,718
shares
|
$5.54 Million
0.35% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
242,035
shares
|
$5.52 Million
0.06% of portfolio
|
Q4 2024
Added 271.78%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
239,711
shares
|
$5.47 Million
2.94% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
231,512
shares
|
$5.28 Million
0.01% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
231,265
shares
|
$5.28 Million
0.53% of portfolio
|
Q1 2025
Reduced 21.01%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
223,466
shares
|
$5.1 Million
0.03% of portfolio
|
Q1 2025
Added 109.57%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
222,040
shares
|
$5.07 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
220,129
shares
|
$5.02 Million
0.32% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
219,310
shares
|
$5 Million
4.37% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
206,337
shares
|
$4.71 Million
0.22% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
196,039
shares
|
$4.47 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
192,570
shares
|
$4.39 Million
1.56% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
189,311
shares
|
$4.32 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
189,115
shares
|
$4.32 Million
0.0% of portfolio
|
Q1 2025
Added 37.97%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
188,421
shares
|
$4.3 Million
0.66% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
186,125
shares
|
$4.25 Million
0.0% of portfolio
|
Q4 2024
Added 571.11%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
185,912
shares
|
$4.24 Million
2.01% of portfolio
|
Q4 2024
Added 172.87%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
180,968
shares
|
$4.13 Million
1.16% of portfolio
|
Q4 2024
Added 187.14%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
180,904
shares
|
$4.13 Million
3.62% of portfolio
|
Q3 2024
Added 196.46%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
180,533
shares
|
$4.12 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
176,829
shares
|
$4.04 Million
0.05% of portfolio
|
Q4 2024
Added 49.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
172,510
shares
|
$3.94 Million
0.04% of portfolio
|
Q4 2024
Added 254.56%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
171,783
shares
|
$3.92 Million
0.64% of portfolio
|
Q1 2025
Reduced 49.22%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
169,510
shares
|
$3.87 Million
4.2% of portfolio
|
Q4 2024
New holding
|