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 |
|---|---|---|---|---|---|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
109,387
shares
|
$2.67 Million
1.38% of portfolio
|
Q3 2024
Added 17.25%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
108,645
shares
|
$2.66 Million
0.02% of portfolio
|
Q4 2024
Added 218.8%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
106,633
shares
|
$2.61 Million
0.03% of portfolio
|
Q4 2024
Added 200.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,168
shares
|
$2.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
105,503
shares
|
$2.58 Million
0.07% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
104,997
shares
|
$2.57 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
104,812
shares
|
$2.56 Million
2.14% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
102,817
shares
|
$2.51 Million
0.23% of portfolio
|
Q4 2024
Added 198.72%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
102,617
shares
|
$2.51 Million
0.21% of portfolio
|
Q4 2023
Added 7.83%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
99,471
shares
|
$2.43 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
99,094
shares
|
$2.42 Million
1.18% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
97,949
shares
|
$2.39 Million
0.65% of portfolio
|
Q4 2024
Added 195.4%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
97,938
shares
|
$2.39 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,665
shares
|
$2.39 Million
0.2% of portfolio
|
Q3 2022
Added 2.91%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
97,538
shares
|
$2.38 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
97,529
shares
|
$2.38 Million
0.06% of portfolio
|
Q4 2024
Added 220.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
95,543
shares
|
$2.34 Million
0.02% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
95,222
shares
|
$2.33 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
94,233
shares
|
$2.3 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
93,641
shares
|
$2.29 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
93,638
shares
|
$2.29 Million
0.01% of portfolio
|
Q4 2024
Added 2488.83%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
93,513
shares
|
$2.29 Million
1.16% of portfolio
|
Q3 2023
Added 8.63%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
92,932
shares
|
$2.27 Million
0.06% of portfolio
|
Q4 2024
Added 269.38%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
92,112
shares
|
$2.25 Million
0.52% of portfolio
|
Q4 2024
Added 201.04%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
91,770
shares
|
$2.24 Million
0.09% of portfolio
|
Q3 2024
Added 2.79%
|