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 662 institutions that hold shares in the stock, with a total of 578 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
13,200
shares
|
$313,896
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
13,158
shares
|
$312,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
13,056
shares
|
$310,471
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
13,039
shares
|
$310,067
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
13,031
shares
|
$309,877
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
12,987
shares
|
$308,830
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
12,618
shares
|
$300,056
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
12,519
shares
|
$297,701
0.12% of portfolio
|
Q4 2024
Added 124.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
12,439
shares
|
$295,799
0.1% of portfolio
|
Q4 2024
Added 320.66%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
12,384
shares
|
$294,491
0.0% of portfolio
|
Q4 2024
Added 269.67%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
12,378
shares
|
$294,348
0.24% of portfolio
|
Q4 2024
Added 281.57%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
12,305
shares
|
$292,612
0.0% of portfolio
|
Q4 2024
Added 178.52%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12,223
shares
|
$290,662
0.06% of portfolio
|
Q4 2024
Added 201.43%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
12,206
shares
|
$290,258
0.02% of portfolio
|
Q4 2024
Added 200.12%
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
12,025
shares
|
$285,954
0.26% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
11,971
shares
|
$284,670
0.06% of portfolio
|
Q4 2024
Added 235.79%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
11,822
shares
|
$281,127
0.07% of portfolio
|
Q4 2024
Added 139.12%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
11,556
shares
|
$274,801
0.06% of portfolio
|
Q4 2024
Added 217.21%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
11,520
shares
|
$273,945
0.04% of portfolio
|
Q4 2024
Added 201.41%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
11,474
shares
|
$272,851
0.06% of portfolio
|
Q4 2024
Added 52.42%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
11,424
shares
|
$271,662
0.08% of portfolio
|
Q4 2024
Added 187.47%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
11,390
shares
|
$270,854
0.01% of portfolio
|
Q4 2024
Added 2664.56%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
11,295
shares
|
$268,595
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
11,283
shares
|
$268,309
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
11,223
shares
|
$266,882
0.01% of portfolio
|
Q4 2024
Added 4.49%
|