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 |
|---|---|---|---|---|---|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
28,880
shares
|
$637,959
0.0% of portfolio
|
Q4 2024
Added 900.0%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
28,608
shares
|
$631,950
0.49% of portfolio
|
Q4 2024
Added 201.17%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
28,147
shares
|
$621,767
0.57% of portfolio
|
Q4 2024
Added 205.81%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
27,946
shares
|
$617,327
0.01% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
27,600
shares
|
$609,684
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
27,266
shares
|
$602,305
0.01% of portfolio
|
Q1 2025
Added 29.52%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
27,189
shares
|
$600,605
0.01% of portfolio
|
Q4 2024
Added 179.52%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
26,827
shares
|
$592,608
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
26,703
shares
|
$589,869
0.0% of portfolio
|
Q4 2024
Added 253.07%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
26,615
shares
|
$587,925
0.06% of portfolio
|
Q4 2024
Added 214.23%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
26,442
shares
|
$584,103
0.05% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
26,370
shares
|
$582,513
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
26,314
shares
|
$581,276
0.0% of portfolio
|
Q4 2024
Added 280.54%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
26,209
shares
|
$578,956
0.03% of portfolio
|
Q4 2024
Added 257.12%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
26,169
shares
|
$578,073
0.17% of portfolio
|
Q4 2024
Added 221.76%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
26,087
shares
|
$576,261
0.05% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
25,674
shares
|
$567,138
0.03% of portfolio
|
Q4 2024
Added 311.9%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
25,447
shares
|
$562,124
0.17% of portfolio
|
Q4 2024
Added 198.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
25,445
shares
|
$562,080
0.0% of portfolio
|
Q4 2024
Added 183.6%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
25,367
shares
|
$560,357
0.03% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
25,195
shares
|
$556,557
0.0% of portfolio
|
Q4 2024
Added 198.31%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
25,140
shares
|
$555,342
0.46% of portfolio
|
Q4 2024
Added 419.42%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
24,857
shares
|
$549,091
0.13% of portfolio
|
Q4 2024
Added 217.58%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
24,744
shares
|
$546,594
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
24,540
shares
|
$542,088
0.06% of portfolio
|
Q4 2024
Added 201.4%
|