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 664 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 |
|---|---|---|---|---|---|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
44,019
shares
|
$1.03 Million
1.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
43,384
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 153.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,970
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
42,638
shares
|
$996,876
0.0% of portfolio
|
Q4 2024
Added 228.59%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
42,247
shares
|
$987,734
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
42,213
shares
|
$986,939
0.12% of portfolio
|
Q4 2024
Added 219.46%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
40,856
shares
|
$955,213
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
40,755
shares
|
$952,851
0.07% of portfolio
|
Q4 2024
Added 385.93%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
40,063
shares
|
$936,672
0.04% of portfolio
|
Q4 2024
Added 136.01%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
39,937
shares
|
$933,727
0.08% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
39,895
shares
|
$932,745
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
39,351
shares
|
$920,026
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
39,222
shares
|
$917,010
0.54% of portfolio
|
Q4 2024
Added 202.71%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
39,137
shares
|
$915,023
0.18% of portfolio
|
Q4 2024
Added 226.25%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
39,015
shares
|
$912,170
0.2% of portfolio
|
Q4 2024
Added 152.2%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
38,601
shares
|
$902,491
0.01% of portfolio
|
Q4 2024
Added 200.98%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
38,421
shares
|
$898,282
0.94% of portfolio
|
Q3 2023
Added 64.15%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
37,895
shares
|
$885,985
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
36,675
shares
|
$857,461
0.07% of portfolio
|
Q4 2024
Added 197.54%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
36,568
shares
|
$854,959
0.0% of portfolio
|
Q4 2024
Added 315.55%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
35,994
shares
|
$841,539
0.18% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
35,977
shares
|
$841,142
0.07% of portfolio
|
Q4 2024
Added 249.49%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
35,831
shares
|
$837,728
0.03% of portfolio
|
Q4 2024
Added 200.32%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
35,572
shares
|
$831,673
0.04% of portfolio
|
Q4 2024
Added 200.01%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
35,438
shares
|
$828,540
0.31% of portfolio
|
Q4 2024
Added 197.32%
|