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 |
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
389,342,451
shares
|
$8.88 Billion
1.76% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
14,941,376
shares
|
$341 Million
1.03% of portfolio
|
Q4 2024
Added 221.92%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
10,389,148
shares
|
$237 Million
6.25% of portfolio
|
Q4 2024
Added 225.01%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
9,110,044
shares
|
$208 Million
11.9% of portfolio
|
Q4 2024
Added 212.33%
|
|
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
May 09, 2025 Q1 2025 |
6,271,529
shares
|
$143 Million
46.8% of portfolio
|
Q1 2025
New holding
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
6,054,706
shares
|
$138 Million
7.44% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,885,606
shares
|
$134 Million
0.04% of portfolio
|
Q4 2024
Added 152.31%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
5,842,415
shares
|
$133 Million
25.48% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
4,546,703
shares
|
$104 Million
18.02% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,087,099
shares
|
$93.3 Million
0.01% of portfolio
|
Q4 2024
Added 221.97%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,808,227
shares
|
$86.9 Million
0.03% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,755,197
shares
|
$85.7 Million
6.57% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,834,341
shares
|
$64.7 Million
0.14% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,826,216
shares
|
$64.5 Million
0.01% of portfolio
|
Q4 2024
Added 168.22%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
2,775,995
shares
|
$63.3 Million
5.53% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,578,194
shares
|
$58.8 Million
0.02% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,546,334
shares
|
$58.1 Million
6.16% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
2,493,356
shares
|
$56.9 Million
8.36% of portfolio
|
Q4 2024
Added 199.5%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
2,280,290
shares
|
$52 Million
10.41% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,243,099
shares
|
$51.2 Million
0.01% of portfolio
|
Q4 2024
Added 199.23%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
2,176,431
shares
|
$49.7 Million
20.82% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,084,426
shares
|
$47.6 Million
9.27% of portfolio
|
Q4 2024
Added 204.2%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
2,075,328
shares
|
$47.4 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Ashford Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,006,039
shares
|
$45.8 Million
11.84% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,886,838
shares
|
$43.1 Million
0.06% of portfolio
|
Q1 2025
Added 7.07%
|