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 663 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 $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
233,384
shares
|
$5.46 Million
0.14% of portfolio
|
Q4 2024
Added 414.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
231,512
shares
|
$5.41 Million
0.01% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
222,777
shares
|
$5.21 Million
1.47% of portfolio
|
Q4 2024
Added 230.18%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
217,256
shares
|
$5.08 Million
2.69% of portfolio
|
Q4 2024
Added 193.73%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
214,827
shares
|
$5.02 Million
4.28% of portfolio
|
Q4 2024
Added 215.0%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
205,318
shares
|
$4.8 Million
0.23% of portfolio
|
Q4 2024
Added 206.82%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
197,993
shares
|
$4.63 Million
0.76% of portfolio
|
Q4 2024
Added 194.26%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
196,790
shares
|
$4.6 Million
1.52% of portfolio
|
Q4 2024
Added 200.58%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
193,323
shares
|
$4.52 Million
0.28% of portfolio
|
Q4 2024
Added 209.21%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
192,469
shares
|
$4.5 Million
0.17% of portfolio
|
Q4 2024
Added 193.36%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
189,158
shares
|
$4.42 Million
1.46% of portfolio
|
Q4 2024
Added 375.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
187,789
shares
|
$4.39 Million
0.21% of portfolio
|
Q4 2024
Added 1156.87%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
186,223
shares
|
$4.35 Million
1.62% of portfolio
|
Q4 2024
Added 250.61%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
186,125
shares
|
$4.35 Million
0.0% of portfolio
|
Q4 2024
Added 571.11%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
185,912
shares
|
$4.35 Million
2.01% of portfolio
|
Q4 2024
Added 172.87%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
183,237
shares
|
$4.28 Million
0.66% of portfolio
|
Q4 2024
Added 216.13%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
180,968
shares
|
$4.23 Million
1.16% of portfolio
|
Q4 2024
Added 187.14%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
180,904
shares
|
$4.23 Million
3.73% of portfolio
|
Q3 2024
Added 196.46%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
176,829
shares
|
$4.13 Million
0.05% of portfolio
|
Q4 2024
Added 49.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
172,510
shares
|
$4.03 Million
0.04% of portfolio
|
Q4 2024
Added 254.56%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
169,510
shares
|
$3.96 Million
4.2% of portfolio
|
Q4 2024
New holding
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
166,511
shares
|
$3.89 Million
1.03% of portfolio
|
Q4 2024
Added 194.99%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
164,440
shares
|
$3.84 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
162,893
shares
|
$3.81 Million
2.59% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
156,826
shares
|
$3.67 Million
0.33% of portfolio
|
Q4 2024
Added 195.86%
|