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 693 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 |
|---|---|---|---|---|---|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
74,018
shares
|
$1.75 Million
1.54% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
73,446
shares
|
$1.74 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
73,408
shares
|
$1.74 Million
0.06% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
72,210
shares
|
$1.71 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
71,358
shares
|
$1.69 Million
0.14% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
70,017
shares
|
$1.66 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
69,615
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
69,347
shares
|
$1.64 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
68,777
shares
|
$1.63 Million
0.07% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
67,290
shares
|
$1.59 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
|
$1.57 Million
0.06% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
66,348
shares
|
$1.57 Million
0.28% of portfolio
|
Q1 2025
Added 210.08%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
65,499
shares
|
$1.55 Million
1.41% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
65,381
shares
|
$1.55 Million
0.09% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
64,532
shares
|
$1.53 Million
2.78% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
64,425
shares
|
$1.52 Million
0.3% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
63,626
shares
|
$1.51 Million
0.73% of portfolio
|
Q1 2025
Added 20.51%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
63,378
shares
|
$1.5 Million
0.47% of portfolio
|
Q1 2025
Added 50.02%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
62,929
shares
|
$1.49 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
62,853
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
62,853
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
62,728
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Added 18.53%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
61,632
shares
|
$1.46 Million
0.26% of portfolio
|
Q4 2024
Added 276.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
60,948
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
60,717
shares
|
$1.44 Million
0.12% of portfolio
|
Q1 2025
Added 21.9%
|