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 692 institutions that hold shares in the stock, with a total of 590 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
389,342,451
shares
|
$9.21 Billion
1.76% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
15,532,802
shares
|
$368 Million
0.94% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
8,085,589
shares
|
$191 Million
11.96% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
7,764,205
shares
|
$184 Million
0.05% of portfolio
|
Q1 2025
Added 31.92%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
7,417,222
shares
|
$175 Million
4.69% of portfolio
|
Q1 2025
Reduced 28.61%
|
|
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
May 09, 2025 Q1 2025 |
6,271,529
shares
|
$148 Million
46.8% of portfolio
|
Q1 2025
New holding
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
6,054,706
shares
|
$143 Million
7.44% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
5,842,415
shares
|
$138 Million
25.48% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,555,055
shares
|
$108 Million
0.01% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
4,546,703
shares
|
$108 Million
18.02% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
4,386,474
shares
|
$104 Million
3.91% of portfolio
|
Q1 2025
Added 5430.66%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,808,227
shares
|
$90.1 Million
0.03% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,755,197
shares
|
$88.8 Million
6.57% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,015,063
shares
|
$71.3 Million
0.01% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,834,341
shares
|
$67.1 Million
0.14% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
2,775,995
shares
|
$65.7 Million
5.53% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,578,194
shares
|
$61 Million
0.02% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,546,334
shares
|
$60.2 Million
6.16% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
2,491,933
shares
|
$59 Million
9.06% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,405,737
shares
|
$56.9 Million
0.01% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,348,952
shares
|
$55.6 Million
0.13% of portfolio
|
Q1 2025
Added 68.12%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
2,280,290
shares
|
$54 Million
10.41% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
2,176,431
shares
|
$51.5 Million
20.82% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
2,141,066
shares
|
$50.7 Million
9.39% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
2,075,328
shares
|
$49.1 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.01%
|