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 663 institutions that hold shares in the stock, with a total of 578 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
55,605
shares
|
$1.3 Million
0.78% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
55,401
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Added 183.18%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
55,212
shares
|
$1.29 Million
0.25% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
55,038
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Added 209.69%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
54,966
shares
|
$1.29 Million
0.23% of portfolio
|
Q4 2024
Added 189.08%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
54,863
shares
|
$1.28 Million
0.95% of portfolio
|
Q4 2024
Added 230.16%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
53,778
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Added 833.16%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
52,922
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
Added 220.2%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
52,796
shares
|
$1.23 Million
0.51% of portfolio
|
Q4 2024
Added 233.35%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
52,596
shares
|
$1.23 Million
0.1% of portfolio
|
Q4 2024
Added 201.41%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
51,774
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
51,604
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
Added 255.62%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
51,264
shares
|
$1.2 Million
0.41% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
51,027
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 64.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
50,664
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 393.37%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
50,123
shares
|
$1.17 Million
0.1% of portfolio
|
Q4 2024
Added 160.73%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
49,818
shares
|
$1.16 Million
0.64% of portfolio
|
Q4 2024
Added 174.06%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
49,809
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
Added 195.94%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
49,548
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 213.34%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
47,808
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
Added 192.51%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
47,119
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
46,833
shares
|
$1.09 Million
0.37% of portfolio
|
Q4 2024
Added 282.9%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
45,804
shares
|
$1.07 Million
0.63% of portfolio
|
Q4 2024
Added 864.9%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
45,483
shares
|
$1.06 Million
0.17% of portfolio
|
Q4 2024
Added 201.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
44,642
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Added 179.66%
|