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 195 Million shares, which have been reported (via 13F filing form) to have a value of $4.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
39,258
shares
|
$921,777
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
38,421
shares
|
$902,125
0.94% of portfolio
|
Q3 2023
Added 64.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
38,117
shares
|
$894,987
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
37,858
shares
|
$888,905
0.33% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
37,653
shares
|
$884,092
0.03% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
35,506
shares
|
$833,680
0.0% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
35,500
shares
|
$833,540
0.03% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
34,419
shares
|
$808,158
0.24% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
34,170
shares
|
$802,311
0.06% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
34,079
shares
|
$800,174
0.02% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
33,857
shares
|
$794,962
0.0% of portfolio
|
Q3 2024
Reduced 36.84%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
33,839
shares
|
$794,539
0.03% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
33,690
shares
|
$791,041
0.05% of portfolio
|
Q3 2024
Added 105.14%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
33,158
shares
|
$778,549
0.68% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
32,956
shares
|
$773,806
1.08% of portfolio
|
Q3 2024
Added 79.84%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
31,927
shares
|
$749,645
1.02% of portfolio
|
Q3 2024
Added 16.79%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
31,280
shares
|
$734,454
0.46% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,094
shares
|
$730,087
0.01% of portfolio
|
Q3 2024
Reduced 23.6%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
31,080
shares
|
$729,758
0.14% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
30,644
shares
|
$719,521
0.0% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
30,598
shares
|
$718,441
0.49% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
30,445
shares
|
$714,848
0.06% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
29,421
shares
|
$690,805
0.06% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
28,663
shares
|
$673,007
1.97% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
28,458
shares
|
$668,193
0.33% of portfolio
|
Q3 2024
Reduced 19.2%
|