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 597 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $4.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
169,424
shares
|
$4.02 Million
0.03% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
162,696
shares
|
$3.86 Million
2.27% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
161,752
shares
|
$3.84 Million
2.11% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
157,279
shares
|
$3.74 Million
3.93% of portfolio
|
Q3 2024
Added 129.8%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
153,352
shares
|
$3.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
149,506
shares
|
$3.55 Million
5.92% of portfolio
|
Q3 2024
Added 78.67%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
149,036
shares
|
$3.54 Million
7.49% of portfolio
|
Q3 2024
Added 11.24%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
145,804
shares
|
$3.46 Million
0.4% of portfolio
|
Q3 2024
Added 17.61%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
145,740
shares
|
$3.46 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
145,425
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2024
Added 14.59%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
144,442
shares
|
$3.43 Million
0.11% of portfolio
|
Q3 2024
Added 1103.68%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
144,240
shares
|
$3.43 Million
1.46% of portfolio
|
Q3 2024
Added 174.76%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
143,060
shares
|
$3.4 Million
7.05% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
142,881
shares
|
$3.39 Million
5.31% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
142,682
shares
|
$3.39 Million
5.87% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
142,056
shares
|
$3.37 Million
0.89% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
137,836
shares
|
$3.27 Million
6.83% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
135,810
shares
|
$3.23 Million
3.7% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
133,536
shares
|
$3.17 Million
5.41% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
130,787
shares
|
$3.11 Million
0.4% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
130,256
shares
|
$3.09 Million
2.37% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
122,999
shares
|
$2.92 Million
6.03% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
118,654
shares
|
$2.82 Million
0.1% of portfolio
|
Q3 2024
Added 92.64%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
118,186
shares
|
$2.81 Million
1.04% of portfolio
|
Q2 2023
Added 8.39%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
117,697
shares
|
$2.8 Million
0.72% of portfolio
|
Q3 2024
Added 32.9%
|