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 |
|---|---|---|---|---|---|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
3,145
shares
|
$77,618
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
3,099
shares
|
$76,483
0.01% of portfolio
|
Q2 2024
Reduced 64.73%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
2,998
shares
|
$73,990
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
2,961
shares
|
$73,077
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
2,957
shares
|
$72,978
0.07% of portfolio
|
Q3 2024
Added 49.04%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
2,919
shares
|
$72,040
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
2,891
shares
|
$71,349
0.02% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
2,889
shares
|
$71,300
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
2,888
shares
|
$71,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
2,866
shares
|
$70,732
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
2,798
shares
|
$69,054
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
2,794
shares
|
$68,955
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
2,770
shares
|
$68,363
0.01% of portfolio
|
Q3 2024
Reduced 16.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,603
shares
|
$64,242
0.01% of portfolio
|
Q3 2024
Reduced 49.8%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,562
shares
|
$63,230
0.02% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,553
shares
|
$63,008
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,528
shares
|
$62,391
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
2,523
shares
|
$62,267
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
2,393
shares
|
$59,059
0.05% of portfolio
|
Q3 2024
Added 1443.87%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
2,320
shares
|
$57,257
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,283
shares
|
$56,344
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
2,139
shares
|
$52,790
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,036
shares
|
$50,248
0.01% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,900
shares
|
$46,892
0.05% of portfolio
|
Q2 2023
Added 322.22%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,889
shares
|
$46,620
0.05% of portfolio
|
Q1 2024
Reduced 1.67%
|