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 596 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $4.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
16,344
shares
|
$395,688
0.08% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
16,042
shares
|
$388,376
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
15,963
shares
|
$386,464
0.02% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
15,838
shares
|
$383,437
0.47% of portfolio
|
Q3 2024
Added 120.09%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
15,813
shares
|
$382,832
0.0% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
15,582
shares
|
$377,240
0.35% of portfolio
|
Q3 2024
Added 69.54%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
15,470
shares
|
$374,528
0.25% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
15,063
shares
|
$364,675
0.24% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,046
shares
|
$364,263
0.0% of portfolio
|
Q3 2023
Added 2.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
14,941
shares
|
$361,721
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
14,551
shares
|
$352,279
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
14,511
shares
|
$351,311
0.11% of portfolio
|
Q1 2024
Reduced 57.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
14,107
shares
|
$341,530
0.05% of portfolio
|
Q3 2024
Reduced 22.04%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
13,806
shares
|
$334,243
0.19% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,435
shares
|
$325,261
0.29% of portfolio
|
Q1 2023
Reduced 5.32%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
13,243
shares
|
$320,613
0.08% of portfolio
|
Q3 2022
Added 26.17%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
13,214
shares
|
$319,910
0.12% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
12,976
shares
|
$314,148
0.0% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
12,957
shares
|
$313,688
0.57% of portfolio
|
Q3 2024
Added 102.48%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
12,876
shares
|
$311,727
0.33% of portfolio
|
Q3 2024
Reduced 45.02%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
12,837
shares
|
$310,783
0.03% of portfolio
|
Q3 2024
Reduced 88.32%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
12,825
shares
|
$310,493
0.01% of portfolio
|
Q3 2024
Added 40.44%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
12,326
shares
|
$298,412
0.07% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,231
shares
|
$296,112
0.35% of portfolio
|
Q3 2024
Added 17.26%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
11,996
shares
|
$290,423
0.16% of portfolio
|
Q3 2024
Added 13.27%
|