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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,564
shares
|
$156,354
0.03% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
6,525
shares
|
$155,425
0.01% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
6,512
shares
|
$155,115
0.02% of portfolio
|
Q3 2023
Reduced 6.09%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
6,492
shares
|
$154,639
0.1% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
6,460
shares
|
$153,877
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
6,373
shares
|
$151,804
0.27% of portfolio
|
Q3 2024
Added 23.44%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
6,362
shares
|
$151,542
0.09% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
6,333
shares
|
$150,852
0.09% of portfolio
|
Q3 2024
Added 18.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
6,327
shares
|
$150,709
0.01% of portfolio
|
Q3 2024
Added 65.93%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,233
shares
|
$148,470
0.02% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
6,221
shares
|
$148,184
0.02% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
6,174
shares
|
$147,064
0.14% of portfolio
|
Q3 2022
Added 49.82%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
6,160
shares
|
$146,731
0.0% of portfolio
|
Q3 2024
Reduced 17.57%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,087
shares
|
$144,992
0.01% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,080
shares
|
$144,825
0.02% of portfolio
|
Q3 2022
Added 14.63%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
6,058
shares
|
$144,301
0.08% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
6,019
shares
|
$143,372
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,001
shares
|
$142,943
0.0% of portfolio
|
Q2 2024
Reduced 62.25%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,985
shares
|
$142,562
0.01% of portfolio
|
Q3 2024
Added 49.44%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
5,970
shares
|
$142,205
0.09% of portfolio
|
Q1 2024
Added 6.36%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
5,961
shares
|
$141,991
0.09% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
5,946
shares
|
$141,633
0.03% of portfolio
|
Q3 2024
Added 22.57%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,881
shares
|
$140,085
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,763
shares
|
$137,274
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
5,758
shares
|
$137,155
0.08% of portfolio
|
Q3 2024
New holding
|