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 626 institutions that hold shares in the stock, with a total of 516 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
49,809
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Added 195.94%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
49,382
shares
|
$1.21 Million
1.12% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
48,654
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2024
Added 66.74%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
47,808
shares
|
$1.17 Million
0.09% of portfolio
|
Q4 2024
Added 192.51%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
46,833
shares
|
$1.15 Million
0.37% of portfolio
|
Q4 2024
Added 282.9%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
45,804
shares
|
$1.12 Million
0.63% of portfolio
|
Q4 2024
Added 864.9%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
45,483
shares
|
$1.11 Million
0.17% of portfolio
|
Q4 2024
Added 201.95%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
45,323
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Added 96.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
44,368
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
44,019
shares
|
$1.08 Million
1.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,970
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
42,421
shares
|
$1.04 Million
0.56% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
42,213
shares
|
$1.03 Million
0.12% of portfolio
|
Q4 2024
Added 219.46%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
40,755
shares
|
$996,459
0.07% of portfolio
|
Q4 2024
Added 385.93%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
39,937
shares
|
$976,459
0.08% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
39,895
shares
|
$975,432
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
39,222
shares
|
$958,977
0.54% of portfolio
|
Q4 2024
Added 202.71%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
39,137
shares
|
$956,899
0.18% of portfolio
|
Q4 2024
Added 226.25%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
39,015
shares
|
$953,916
0.2% of portfolio
|
Q4 2024
Added 152.2%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
38,601
shares
|
$943,794
0.01% of portfolio
|
Q4 2024
Added 200.98%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
38,421
shares
|
$939,393
0.94% of portfolio
|
Q3 2023
Added 64.15%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
37,895
shares
|
$926,532
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
37,653
shares
|
$920,615
0.03% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
36,675
shares
|
$896,703
0.07% of portfolio
|
Q4 2024
Added 197.54%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
36,568
shares
|
$894,087
0.0% of portfolio
|
Q4 2024
Added 315.55%
|