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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
50,415
shares
|
$1.19 Million
0.1% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
49,704
shares
|
$1.18 Million
0.65% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
49,272
shares
|
$1.17 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
49,143
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
47,327
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
45,514
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 40.87%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
45,494
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
Added 155.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
44,642
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Added 179.66%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
44,019
shares
|
$1.04 Million
1.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
43,291
shares
|
$1.02 Million
0.2% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
43,006
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,970
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
42,108
shares
|
$996,275
0.05% of portfolio
|
Q1 2025
Added 406.71%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
41,722
shares
|
$987,142
0.05% of portfolio
|
Q1 2025
Added 17.29%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
40,563
shares
|
$959,720
0.27% of portfolio
|
Q1 2025
Reduced 47.22%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
40,495
shares
|
$958,111
0.08% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
May 21, 2025 Q1 2025 |
40,350
shares
|
$954,681
0.57% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
40,064
shares
|
$947,914
0.07% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
39,895
shares
|
$943,915
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
39,321
shares
|
$930,334
0.53% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
38,421
shares
|
$909,040
0.94% of portfolio
|
Q3 2023
Added 64.15%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
37,677
shares
|
$891,437
0.21% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
37,392
shares
|
$884,694
0.01% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
37,391
shares
|
$884,671
0.02% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
37,326
shares
|
$883,133
0.01% of portfolio
|
Q1 2025
Added 80.32%
|