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 662 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 $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
35,311
shares
|
$839,695
0.56% of portfolio
|
Q4 2024
Added 201.42%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
35,169
shares
|
$836,318
0.02% of portfolio
|
Q4 2024
Added 197.66%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
34,043
shares
|
$809,542
0.03% of portfolio
|
Q4 2024
Added 293.79%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
33,648
shares
|
$800,149
0.28% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
33,145
shares
|
$788,188
0.03% of portfolio
|
Q4 2024
Added 241.88%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
33,118
shares
|
$787,546
0.59% of portfolio
|
Q4 2024
Added 274.38%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
32,971
shares
|
$784,050
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,968
shares
|
$783,979
0.02% of portfolio
|
Q4 2024
Added 231.8%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
32,240
shares
|
$766,667
0.03% of portfolio
|
Q4 2024
Added 193.17%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
31,938
shares
|
$759,485
0.01% of portfolio
|
Q4 2024
Added 2319.55%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
31,929
shares
|
$759,271
0.04% of portfolio
|
Q4 2024
Added 173.25%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
31,833
shares
|
$756,988
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
31,006
shares
|
$737,322
0.44% of portfolio
|
Q4 2024
Added 230.06%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
30,942
shares
|
$735,800
0.24% of portfolio
|
Q4 2024
Added 200.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
30,639
shares
|
$728,595
0.01% of portfolio
|
Q4 2024
Added 204.14%
|
|
|
Revolve Wealth Partners, LLC
|
Mar 19, 2025 Q4 2024 |
30,360
shares
|
$721,960
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
29,994
shares
|
$713,257
0.14% of portfolio
|
Q4 2024
Added 201.42%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
28,880
shares
|
$686,766
0.0% of portfolio
|
Q4 2024
Added 900.0%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
28,608
shares
|
$680,298
0.49% of portfolio
|
Q4 2024
Added 201.17%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
28,147
shares
|
$669,335
0.57% of portfolio
|
Q4 2024
Added 205.81%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
27,600
shares
|
$656,328
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
27,189
shares
|
$646,554
0.01% of portfolio
|
Q4 2024
Added 179.52%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
26,827
shares
|
$637,946
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
26,703
shares
|
$634,997
0.0% of portfolio
|
Q4 2024
Added 253.07%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
26,615
shares
|
$632,904
0.06% of portfolio
|
Q4 2024
Added 214.23%
|