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 601 institutions that hold shares in the stock, with a total of 220 Million shares, which have been reported (via 13F filing form) to have a value of $5.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
5,970
shares
|
$147,339
0.09% of portfolio
|
Q1 2024
Added 6.36%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
5,961
shares
|
$147,117
0.09% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
5,958
shares
|
$147,043
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
5,946
shares
|
$146,747
0.03% of portfolio
|
Q3 2024
Added 22.57%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,881
shares
|
$145,143
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,763
shares
|
$142,230
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
5,748
shares
|
$141,860
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
5,606
shares
|
$138,356
0.03% of portfolio
|
Q1 2024
Reduced 13.34%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
5,583
shares
|
$137,788
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
5,509
shares
|
$135,962
0.01% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,469
shares
|
$134,974
0.01% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
5,373
shares
|
$132,605
0.01% of portfolio
|
Q4 2024
Added 133.3%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
5,276
shares
|
$130,211
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
5,251
shares
|
$129,594
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
5,194
shares
|
$128,187
0.16% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
5,169
shares
|
$127,570
0.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
5,137
shares
|
$126,781
0.04% of portfolio
|
Q3 2024
Added 21.87%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,114
shares
|
$126,213
0.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,103
shares
|
$125,942
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,082
shares
|
$125,423
0.0% of portfolio
|
Q4 2024
Added 1296.15%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
5,061
shares
|
$124,905
0.03% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$123,400
0.0% of portfolio
|
Q3 2024
Added 259.71%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,944
shares
|
$122,017
0.09% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
4,747
shares
|
$117,155
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
4,688
shares
|
$115,699
0.03% of portfolio
|
Q4 2024
Added 201.29%
|