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 597 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $4.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
9,727
shares
|
$228,389
0.01% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
9,695
shares
|
$227,638
0.02% of portfolio
|
Q3 2024
Reduced 52.89%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
9,577
shares
|
$224,867
0.06% of portfolio
|
Q3 2024
Added 23.07%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
9,542
shares
|
$224,046
0.06% of portfolio
|
Q3 2024
Added 100.93%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
9,499
shares
|
$223,036
0.41% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9,458
shares
|
$222,073
0.48% of portfolio
|
Q3 2024
Reduced 21.27%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
9,394
shares
|
$220,571
0.44% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,204
shares
|
$216,109
0.56% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
9,200
shares
|
$216,016
0.07% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
9,157
shares
|
$215,006
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
8,972
shares
|
$210,662
0.0% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
8,900
shares
|
$208,972
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
8,846
shares
|
$207,704
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
8,815
shares
|
$206,976
0.05% of portfolio
|
Q4 2023
Reduced 0.42%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
8,800
shares
|
$206,624
0.0% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
8,751
shares
|
$205,473
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
8,695
shares
|
$204,158
0.02% of portfolio
|
Q3 2024
Added 96511.11%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
8,645
shares
|
$202,984
0.02% of portfolio
|
Q2 2024
Added 8.06%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
8,528
shares
|
$200,237
0.16% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
8,470
shares
|
$198,875
0.07% of portfolio
|
Q3 2024
Added 30.75%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
8,456
shares
|
$198,546
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
8,446
shares
|
$198,312
0.05% of portfolio
|
Q3 2024
Added 40.81%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
8,387
shares
|
$196,926
0.04% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
8,310
shares
|
$195,118
0.01% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
8,183
shares
|
$192,136
0.17% of portfolio
|
Q2 2024
New holding
|