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 |
|---|---|---|---|---|---|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
23,971
shares
|
$567,153
0.57% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
23,948
shares
|
$566,609
0.18% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
23,910
shares
|
$565,710
0.03% of portfolio
|
Q1 2025
Added 46.1%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
23,787
shares
|
$562,800
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
23,700
shares
|
$560,742
0.12% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
23,570
shares
|
$557,666
1.3% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
23,555
shares
|
$557,311
0.05% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
23,370
shares
|
$552,934
0.0% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
23,252
shares
|
$550,142
0.01% of portfolio
|
Q1 2025
Reduced 61.79%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
23,228
shares
|
$549,574
0.03% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 29, 2025 Q1 2025 |
23,156
shares
|
$547,870
0.54% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
22,641
shares
|
$535,686
0.04% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
22,268
shares
|
$526,860
0.05% of portfolio
|
Q4 2024
Added 210.66%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
22,219
shares
|
$525,701
0.04% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
22,185
shares
|
$524,897
0.06% of portfolio
|
Q4 2024
Added 180.26%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
22,165
shares
|
$524,423
0.07% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Schwab Charitable Fund
|
Apr 09, 2025 Q1 2025 |
22,082
shares
|
$522,460
0.01% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
21,891
shares
|
$517,941
0.01% of portfolio
|
Q1 2025
Added 40.62%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
21,715
shares
|
$513,776
0.01% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
21,680
shares
|
$512,948
0.02% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
21,670
shares
|
$512,712
0.0% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,628
shares
|
$511,718
0.02% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
21,616
shares
|
$511,434
0.08% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
21,616
shares
|
$511,434
0.44% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
21,558
shares
|
$510,062
0.01% of portfolio
|
Q1 2025
Reduced 20.71%
|