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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
156,826
shares
|
$3.83 Million
0.33% of portfolio
|
Q4 2024
Added 195.86%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
153,352
shares
|
$3.75 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
149,725
shares
|
$3.66 Million
0.55% of portfolio
|
Q4 2024
Added 220.59%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
149,506
shares
|
$3.66 Million
5.92% of portfolio
|
Q3 2024
Added 78.67%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
145,425
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2024
Added 14.59%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
144,240
shares
|
$3.53 Million
1.46% of portfolio
|
Q3 2024
Added 174.76%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
142,682
shares
|
$3.49 Million
5.87% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
142,056
shares
|
$3.47 Million
0.89% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
139,421
shares
|
$3.41 Million
0.1% of portfolio
|
Q4 2024
Added 229.71%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
132,398
shares
|
$3.24 Million
0.72% of portfolio
|
Q4 2024
Added 203.19%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
132,367
shares
|
$3.24 Million
0.19% of portfolio
|
Q4 2024
Added 237.17%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
129,628
shares
|
$3.17 Million
0.12% of portfolio
|
Q4 2024
Added 199.93%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
128,587
shares
|
$3.14 Million
2.34% of portfolio
|
Q4 2024
Added 207.29%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
126,471
shares
|
$3.09 Million
0.14% of portfolio
|
Q4 2024
Added 198.08%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
121,586
shares
|
$2.97 Million
0.97% of portfolio
|
Q4 2024
Added 204.34%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
118,875
shares
|
$2.91 Million
0.02% of portfolio
|
Q4 2024
Added 200.63%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
118,654
shares
|
$2.9 Million
0.1% of portfolio
|
Q3 2024
Added 92.64%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
118,186
shares
|
$2.89 Million
1.04% of portfolio
|
Q2 2023
Added 8.39%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
117,697
shares
|
$2.88 Million
0.72% of portfolio
|
Q3 2024
Added 32.9%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
116,006
shares
|
$2.84 Million
0.03% of portfolio
|
Q4 2024
Added 242.82%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
115,235
shares
|
$2.82 Million
1.17% of portfolio
|
Q4 2024
Added 260.93%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
114,409
shares
|
$2.8 Million
1.24% of portfolio
|
Q4 2024
Added 247.16%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
112,659
shares
|
$2.75 Million
0.34% of portfolio
|
Q4 2024
Added 197.58%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
110,943
shares
|
$2.71 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
110,497
shares
|
$2.7 Million
0.27% of portfolio
|
Q3 2023
Reduced 23.4%
|