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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
62,946
shares
|
$1.54 Million
0.41% of portfolio
|
Q3 2024
Added 96.69%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
62,872
shares
|
$1.54 Million
1.37% of portfolio
|
Q3 2024
Reduced 18.19%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
62,721
shares
|
$1.53 Million
1.27% of portfolio
|
Q4 2024
Added 202.74%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
62,521
shares
|
$1.53 Million
0.29% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
62,181
shares
|
$1.52 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
62,029
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Added 203.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
60,860
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
60,363
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2024
Added 196.65%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
58,301
shares
|
$1.43 Million
0.07% of portfolio
|
Q4 2024
Added 470.46%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
57,142
shares
|
$1.4 Million
0.41% of portfolio
|
Q4 2024
Added 201.02%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
56,655
shares
|
$1.39 Million
0.4% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
56,502
shares
|
$1.38 Million
0.17% of portfolio
|
Q4 2024
Added 176.54%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
56,446
shares
|
$1.38 Million
1.04% of portfolio
|
Q3 2024
Added 33.41%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
55,771
shares
|
$1.36 Million
0.83% of portfolio
|
Q4 2024
Added 174.44%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
55,605
shares
|
$1.36 Million
0.78% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
55,212
shares
|
$1.35 Million
0.25% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
55,038
shares
|
$1.35 Million
0.1% of portfolio
|
Q4 2024
Added 209.69%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
54,966
shares
|
$1.34 Million
0.23% of portfolio
|
Q4 2024
Added 189.08%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
54,863
shares
|
$1.34 Million
0.95% of portfolio
|
Q4 2024
Added 230.16%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
52,922
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Added 220.2%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
52,596
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Added 201.41%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
51,774
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
51,604
shares
|
$1.26 Million
0.11% of portfolio
|
Q4 2024
Added 255.62%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
51,264
shares
|
$1.25 Million
0.41% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
49,818
shares
|
$1.22 Million
0.64% of portfolio
|
Q4 2024
Added 174.06%
|