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 |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,206
shares
|
$266,478
0.05% of portfolio
|
Q3 2022
Added 22.27%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
11,202
shares
|
$266,383
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
11,178
shares
|
$265,812
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
11,076
shares
|
$263,387
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
11,035
shares
|
$262,412
0.09% of portfolio
|
Q4 2024
Added 193.87%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
10,851
shares
|
$258,036
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
10,820
shares
|
$257,299
0.0% of portfolio
|
Q4 2024
Added 116.4%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,811
shares
|
$257,085
0.01% of portfolio
|
Q4 2024
Added 198.73%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
10,575
shares
|
$251,473
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,568
shares
|
$251,307
0.07% of portfolio
|
Q4 2024
Added 199.72%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
10,567
shares
|
$251,283
0.11% of portfolio
|
Q4 2024
Added 176.33%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
10,566
shares
|
$251,259
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
10,362
shares
|
$246,408
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,301
shares
|
$244,957
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
10,245
shares
|
$243,626
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,147
shares
|
$241,295
0.01% of portfolio
|
Q2 2024
Reduced 13.62%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
10,128
shares
|
$240,843
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
9,960
shares
|
$236,848
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
9,897
shares
|
$235,350
0.02% of portfolio
|
Q4 2024
Added 213.49%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
9,840
shares
|
$233,995
0.0% of portfolio
|
Q4 2024
Added 212.78%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
9,840
shares
|
$233,995
0.17% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,818
shares
|
$233,472
0.04% of portfolio
|
Q2 2022
Added 0.9%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,783
shares
|
$232,639
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
9,762
shares
|
$232,140
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
9,612
shares
|
$228,573
0.16% of portfolio
|
Q4 2024
Added 200.0%
|