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 |
|---|---|---|---|---|---|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
36,823
shares
|
$871,232
0.43% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
36,735
shares
|
$869,150
0.07% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
36,647
shares
|
$867,068
0.11% of portfolio
|
Q1 2025
Reduced 75.24%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
36,457
shares
|
$862,572
0.02% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
36,429
shares
|
$861,910
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
36,175
shares
|
$855,900
0.33% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
35,994
shares
|
$851,618
0.18% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
35,868
shares
|
$848,636
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
35,507
shares
|
$840,095
0.67% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
35,470
shares
|
$839,220
0.55% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
34,911
shares
|
$825,994
0.12% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 28, 2025 Q1 2025 |
33,648
shares
|
$796,111
0.3% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
33,615
shares
|
$795,330
0.0% of portfolio
|
Q1 2025
Added 197.93%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
33,466
shares
|
$791,805
0.28% of portfolio
|
Q1 2025
Added 3805.02%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
33,383
shares
|
$789,841
0.03% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
33,317
shares
|
$788,280
0.63% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
33,262
shares
|
$786,978
0.06% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
33,233
shares
|
$786,292
0.01% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
33,165
shares
|
$784,683
0.17% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
31,833
shares
|
$753,168
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
31,554
shares
|
$746,567
0.46% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
31,315
shares
|
$740,912
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
31,024
shares
|
$734,027
0.01% of portfolio
|
Q1 2025
Added 35.31%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
30,946
shares
|
$732,182
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
|
$731,377
0.04% of portfolio
|
Q1 2025
Reduced 3.19%
|