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 |
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
118,186
shares
|
$2.7 Million
1.04% of portfolio
|
Q2 2023
Added 8.39%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
117,801
shares
|
$2.69 Million
0.03% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
117,084
shares
|
$2.67 Million
0.22% of portfolio
|
Q1 2025
Reduced 25.34%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
116,912
shares
|
$2.67 Million
0.01% of portfolio
|
Q4 2024
Added 628.79%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
116,097
shares
|
$2.65 Million
1.21% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
115,815
shares
|
$2.64 Million
0.02% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
115,277
shares
|
$2.63 Million
0.91% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
113,675
shares
|
$2.59 Million
0.34% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
113,046
shares
|
$2.58 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
112,795
shares
|
$2.57 Million
0.27% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
111,486
shares
|
$2.54 Million
0.71% of portfolio
|
Q1 2025
Reduced 33.05%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
110,497
shares
|
$2.52 Million
0.27% of portfolio
|
Q3 2023
Reduced 23.4%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
109,413
shares
|
$2.5 Million
1.14% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
108,110
shares
|
$2.47 Million
0.07% of portfolio
|
Q1 2025
Added 16.33%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
107,431
shares
|
$2.45 Million
1.22% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
107,116
shares
|
$2.44 Million
0.65% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
106,750
shares
|
$2.44 Million
0.35% of portfolio
|
Q1 2025
Reduced 35.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,168
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
104,059
shares
|
$2.37 Million
0.06% of portfolio
|
Q4 2024
Added 204.53%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
102,617
shares
|
$2.34 Million
0.21% of portfolio
|
Q4 2023
Added 7.83%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
101,889
shares
|
$2.33 Million
0.06% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
100,317
shares
|
$2.29 Million
0.68% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,665
shares
|
$2.23 Million
0.2% of portfolio
|
Q3 2022
Added 2.91%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
97,040
shares
|
$2.21 Million
0.08% of portfolio
|
Q1 2025
Added 192.77%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
95,032
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
Added 210.12%
|