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 598 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $4.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schwab Charitable Fund
|
Oct 15, 2024 Q3 2024 |
8,133
shares
|
$193,728
0.01% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
7,980
shares
|
$190,083
0.0% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
7,916
shares
|
$188,559
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,898
shares
|
$188,130
0.03% of portfolio
|
Q3 2024
Added 122.98%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,827
shares
|
$186,439
0.12% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,793
shares
|
$185,629
0.01% of portfolio
|
Q1 2024
Reduced 21.76%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,563
shares
|
$180,150
0.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
7,528
shares
|
$179,316
0.11% of portfolio
|
Q3 2024
Added 95.53%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
7,400
shares
|
$176,268
0.04% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
7,358
shares
|
$175,267
0.07% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,349
shares
|
$175,053
0.16% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,339
shares
|
$174,814
0.02% of portfolio
|
Q3 2024
Added 37.23%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
7,299
shares
|
$173,862
0.05% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,281
shares
|
$173,433
0.02% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
7,168
shares
|
$170,741
0.04% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
7,167
shares
|
$170,717
0.36% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
7,135
shares
|
$169,955
0.01% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7,115
shares
|
$169,479
0.09% of portfolio
|
Q3 2023
Reduced 3.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
7,107
shares
|
$169,288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
7,055
shares
|
$168,050
0.04% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
7,029
shares
|
$167,430
0.39% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
6,915
shares
|
$164,715
0.0% of portfolio
|
Q3 2024
Added 60.14%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
6,797
shares
|
$161,904
0.02% of portfolio
|
Q2 2020
Reduced 44.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,740
shares
|
$160,546
0.08% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,727
shares
|
$160,237
0.14% of portfolio
|
Q3 2024
New holding
|