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 |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
60,363
shares
|
$1.43 Million
0.04% of portfolio
|
Q4 2024
Added 196.65%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
60,158
shares
|
$1.42 Million
1.28% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
59,883
shares
|
$1.42 Million
0.05% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
59,539
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
59,391
shares
|
$1.41 Million
0.65% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
59,042
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 38.47%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
58,201
shares
|
$1.38 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
57,068
shares
|
$1.35 Million
0.12% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
56,968
shares
|
$1.35 Million
0.16% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
56,769
shares
|
$1.34 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
56,671
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
56,665
shares
|
$1.34 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
56,635
shares
|
$1.34 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
55,605
shares
|
$1.32 Million
0.78% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
55,578
shares
|
$1.31 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
55,212
shares
|
$1.31 Million
0.25% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
53,154
shares
|
$1.26 Million
0.16% of portfolio
|
Q1 2025
Added 25.92%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
52,835
shares
|
$1.25 Million
0.1% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
52,675
shares
|
$1.25 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
52,454
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
52,188
shares
|
$1.23 Million
0.44% of portfolio
|
Q1 2025
Added 11.43%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
52,005
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
51,724
shares
|
$1.22 Million
0.96% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
51,418
shares
|
$1.22 Million
0.19% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
51,264
shares
|
$1.21 Million
0.42% of portfolio
|
Q4 2024
Added 200.0%
|