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 671 institutions that hold shares in the stock, with a total of 579 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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
67,290
shares
|
$1.49 Million
0.13% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
66,415
shares
|
$1.47 Million
0.06% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
66,348
shares
|
$1.47 Million
0.28% of portfolio
|
Q1 2025
Added 210.08%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
65,499
shares
|
$1.45 Million
1.41% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
65,381
shares
|
$1.44 Million
0.02% of portfolio
|
Q4 2024
Added 186.75%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
65,381
shares
|
$1.44 Million
0.09% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
64,892
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Added 181.89%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
64,532
shares
|
$1.43 Million
2.78% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
64,425
shares
|
$1.42 Million
0.3% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
64,252
shares
|
$1.42 Million
1.31% of portfolio
|
Q3 2024
Added 458.96%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
63,256
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 1896.09%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
62,929
shares
|
$1.39 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
62,853
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
62,853
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
61,632
shares
|
$1.36 Million
0.26% of portfolio
|
Q4 2024
Added 276.98%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
60,860
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
60,363
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Added 196.65%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
60,158
shares
|
$1.33 Million
1.28% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
60,057
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2024
Added 234.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
59,883
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
59,391
shares
|
$1.31 Million
0.63% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
58,301
shares
|
$1.29 Million
0.07% of portfolio
|
Q4 2024
Added 470.46%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
57,142
shares
|
$1.26 Million
0.41% of portfolio
|
Q4 2024
Added 201.02%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
56,655
shares
|
$1.25 Million
0.4% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
56,502
shares
|
$1.25 Million
0.17% of portfolio
|
Q4 2024
Added 176.54%
|