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 |
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
166,634
shares
|
$3.8 Million
2.59% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
157,373
shares
|
$3.59 Million
0.04% of portfolio
|
Q1 2025
Added 14.8%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
154,374
shares
|
$3.52 Million
0.58% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
154,104
shares
|
$3.52 Million
0.02% of portfolio
|
Q1 2025
Added 64.57%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
152,553
shares
|
$3.48 Million
0.0% of portfolio
|
Q4 2024
Added 2442.13%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
150,559
shares
|
$3.44 Million
1.5% of portfolio
|
Q1 2025
Added 51.36%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
149,990
shares
|
$3.42 Million
1.14% of portfolio
|
Q4 2024
Added 203.73%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
148,005
shares
|
$3.38 Million
0.45% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
142,682
shares
|
$3.26 Million
5.87% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
139,421
shares
|
$3.18 Million
0.1% of portfolio
|
Q4 2024
Added 229.71%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
136,800
shares
|
$3.12 Million
0.01% of portfolio
|
Q4 2024
Added 616.23%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
135,243
shares
|
$3.09 Million
0.6% of portfolio
|
Q4 2024
Added 218.81%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
132,676
shares
|
$3.03 Million
2.77% of portfolio
|
Q1 2025
Added 39.33%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
132,432
shares
|
$3.02 Million
3.6% of portfolio
|
Q1 2025
Added 19.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
132,274
shares
|
$3.02 Million
0.0% of portfolio
|
Q4 2024
Added 198.13%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
132,044
shares
|
$3.01 Million
0.03% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
131,812
shares
|
$3.01 Million
0.03% of portfolio
|
Q4 2024
Added 3154.62%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
131,421
shares
|
$3 Million
0.13% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
130,778
shares
|
$2.98 Million
0.04% of portfolio
|
Q4 2024
Added 288.18%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
130,164
shares
|
$2.97 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
129,506
shares
|
$2.96 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
129,264
shares
|
$2.95 Million
1.3% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
128,529
shares
|
$2.93 Million
2.31% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
126,471
shares
|
$2.89 Million
0.14% of portfolio
|
Q4 2024
Added 198.08%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
124,417
shares
|
$2.84 Million
0.97% of portfolio
|
Q1 2025
Added 2.33%
|