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 671 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
35,868
shares
|
$792,324
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
35,470
shares
|
$783,532
0.55% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
34,911
shares
|
$771,183
0.12% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
34,043
shares
|
$752,009
0.03% of portfolio
|
Q4 2024
Added 293.79%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
33,648
shares
|
$743,284
0.28% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
33,466
shares
|
$739,263
0.28% of portfolio
|
Q1 2025
Added 3805.02%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
33,317
shares
|
$735,972
0.63% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
33,262
shares
|
$734,757
0.06% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
33,165
shares
|
$732,614
0.17% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
33,145
shares
|
$732,173
0.03% of portfolio
|
Q4 2024
Added 241.88%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
33,118
shares
|
$731,576
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
|
$728,329
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,968
shares
|
$728,263
0.02% of portfolio
|
Q4 2024
Added 231.8%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
32,240
shares
|
$712,181
0.03% of portfolio
|
Q4 2024
Added 193.17%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
31,938
shares
|
$705,510
0.01% of portfolio
|
Q4 2024
Added 2319.55%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
31,833
shares
|
$703,190
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
31,024
shares
|
$685,320
0.01% of portfolio
|
Q1 2025
Added 35.31%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
31,006
shares
|
$684,922
0.44% of portfolio
|
Q4 2024
Added 230.06%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
30,946
shares
|
$683,597
0.23% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
30,912
shares
|
$682,846
0.04% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
30,639
shares
|
$676,815
0.01% of portfolio
|
Q4 2024
Added 204.14%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
29,994
shares
|
$662,567
0.14% of portfolio
|
Q4 2024
Added 201.42%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
29,838
shares
|
$659,121
0.03% of portfolio
|
Q1 2025
Added 16.57%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
29,823
shares
|
$658,790
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
28,991
shares
|
$640,411
0.0% of portfolio
|
Q1 2025
Added 36.03%
|