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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
30,130
shares
|
$712,875
0.01% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
29,994
shares
|
$709,658
0.14% of portfolio
|
Q4 2024
Added 201.42%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
29,838
shares
|
$705,967
0.03% of portfolio
|
Q1 2025
Added 16.57%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
29,823
shares
|
$705,612
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
29,063
shares
|
$687,630
0.57% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
28,991
shares
|
$685,927
0.0% of portfolio
|
Q1 2025
Added 36.03%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
28,965
shares
|
$685,311
0.05% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
28,900
shares
|
$683,774
0.03% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
28,713
shares
|
$679,349
0.57% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
27,946
shares
|
$661,202
0.01% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
27,600
shares
|
$653,016
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
27,313
shares
|
$646,225
0.0% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
27,266
shares
|
$645,113
0.01% of portfolio
|
Q1 2025
Added 29.52%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
26,819
shares
|
$634,537
0.05% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
26,442
shares
|
$625,617
0.05% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
26,398
shares
|
$624,576
0.13% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
26,360
shares
|
$623,677
0.43% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
26,274
shares
|
$621,642
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
26,087
shares
|
$617,218
0.05% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
25,552
shares
|
$604,560
0.0% of portfolio
|
Q1 2025
Added 31.91%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
25,447
shares
|
$602,076
0.17% of portfolio
|
Q4 2024
Added 198.39%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
25,367
shares
|
$600,183
0.02% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
24,651
shares
|
$583,242
0.06% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
24,424
shares
|
$577,871
0.38% of portfolio
|
Q4 2024
Added 240.78%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
24,245
shares
|
$573,636
0.03% of portfolio
|
Q1 2025
Reduced 24.8%
|