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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
152,553
shares
|
$3.57 Million
0.0% of portfolio
|
Q4 2024
Added 2442.13%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
149,990
shares
|
$3.51 Million
1.14% of portfolio
|
Q4 2024
Added 203.73%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
149,725
shares
|
$3.5 Million
0.55% of portfolio
|
Q4 2024
Added 220.59%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
148,005
shares
|
$3.46 Million
0.45% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
142,682
shares
|
$3.34 Million
5.87% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
139,421
shares
|
$3.26 Million
0.1% of portfolio
|
Q4 2024
Added 229.71%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
137,082
shares
|
$3.2 Million
0.03% of portfolio
|
Q4 2024
Added 264.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
137,073
shares
|
$3.2 Million
0.0% of portfolio
|
Q4 2024
Added 304.86%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
136,800
shares
|
$3.2 Million
0.01% of portfolio
|
Q4 2024
Added 616.23%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
135,243
shares
|
$3.16 Million
0.6% of portfolio
|
Q4 2024
Added 218.81%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
132,398
shares
|
$3.1 Million
0.72% of portfolio
|
Q4 2024
Added 203.19%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
132,367
shares
|
$3.09 Million
0.19% of portfolio
|
Q4 2024
Added 237.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
132,274
shares
|
$3.09 Million
0.0% of portfolio
|
Q4 2024
Added 198.13%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
132,049
shares
|
$3.09 Million
1.32% of portfolio
|
Q4 2024
Added 110.03%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
131,812
shares
|
$3.08 Million
0.03% of portfolio
|
Q4 2024
Added 3154.62%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
130,778
shares
|
$3.06 Million
0.04% of portfolio
|
Q4 2024
Added 288.18%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
129,628
shares
|
$3.03 Million
0.12% of portfolio
|
Q4 2024
Added 199.93%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
128,587
shares
|
$3.01 Million
2.34% of portfolio
|
Q4 2024
Added 207.29%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
126,471
shares
|
$2.96 Million
0.14% of portfolio
|
Q4 2024
Added 198.08%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
121,586
shares
|
$2.84 Million
0.97% of portfolio
|
Q4 2024
Added 204.34%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
118,875
shares
|
$2.78 Million
0.02% of portfolio
|
Q4 2024
Added 200.63%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
118,186
shares
|
$2.76 Million
1.04% of portfolio
|
Q2 2023
Added 8.39%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
116,912
shares
|
$2.73 Million
0.01% of portfolio
|
Q4 2024
Added 628.79%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
116,006
shares
|
$2.71 Million
0.03% of portfolio
|
Q4 2024
Added 242.82%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
115,235
shares
|
$2.69 Million
1.17% of portfolio
|
Q4 2024
Added 260.93%
|