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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
4,631
shares
|
$110,125
0.0% of portfolio
|
Q4 2024
Added 46.13%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,605
shares
|
$109,506
0.01% of portfolio
|
Q4 2024
Added 207.2%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
4,600
shares
|
$109,388
0.02% of portfolio
|
Q4 2024
Added 200.65%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,593
shares
|
$109,221
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,362
shares
|
$103,728
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
4,260
shares
|
$101,302
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
4,159
shares
|
$98,901
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
4,062
shares
|
$96,594
0.0% of portfolio
|
Q4 2024
Added 190.35%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,042
shares
|
$96,118
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
3,948
shares
|
$93,883
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
3,885
shares
|
$92,385
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,806
shares
|
$90,506
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,768
shares
|
$89,603
0.0% of portfolio
|
Q4 2024
Added 724.51%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,684
shares
|
$87,605
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
3,642
shares
|
$86,606
0.06% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
3,384
shares
|
$80,471
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
3,360
shares
|
$79,900
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
3,286
shares
|
$78,141
0.02% of portfolio
|
Q4 2024
Added 110.37%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
3,234
shares
|
$76,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
3,006
shares
|
$71,482
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
2,889
shares
|
$68,700
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,553
shares
|
$60,710
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
2,523
shares
|
$59,996
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,501
shares
|
$59,473
0.02% of portfolio
|
Q4 2024
Added 201.33%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
2,382
shares
|
$56,643
0.01% of portfolio
|
Q4 2024
Added 200.0%
|