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 |
|
Paradigm Capital Management, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
94,680
shares
|
$2.16 Million
2.1% of portfolio
|
Q4 2024
Added 230.32%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
93,641
shares
|
$2.14 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
93,513
shares
|
$2.13 Million
1.16% of portfolio
|
Q3 2023
Added 8.63%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
93,339
shares
|
$2.13 Million
1.54% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
92,394
shares
|
$2.11 Million
0.5% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
91,496
shares
|
$2.09 Million
0.2% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
91,202
shares
|
$2.08 Million
0.35% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
90,079
shares
|
$2.06 Million
0.12% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
89,363
shares
|
$2.04 Million
0.05% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
87,497
shares
|
$2 Million
1.1% of portfolio
|
Q4 2024
Added 319.39%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
86,907
shares
|
$1.98 Million
0.04% of portfolio
|
Q4 2024
Added 260.13%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
85,368
shares
|
$1.95 Million
0.99% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
84,151
shares
|
$1.92 Million
1.09% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
83,116
shares
|
$1.9 Million
0.02% of portfolio
|
Q4 2024
Added 211.03%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
81,301
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Added 18.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
80,772
shares
|
$1.84 Million
0.09% of portfolio
|
Q1 2025
Reduced 56.99%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
79,827
shares
|
$1.82 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
79,312
shares
|
$1.81 Million
0.13% of portfolio
|
Q4 2024
Added 203.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
78,885
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
75,204
shares
|
$1.72 Million
0.1% of portfolio
|
Q1 2025
Reduced 43.19%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
74,018
shares
|
$1.69 Million
1.54% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
73,446
shares
|
$1.68 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
73,408
shares
|
$1.68 Million
0.06% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
72,210
shares
|
$1.65 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
71,358
shares
|
$1.63 Million
0.14% of portfolio
|
Q1 2025
Added 0.3%
|