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 |
|---|---|---|---|---|---|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
23,787
shares
|
$525,454
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
23,574
shares
|
$520,749
0.12% of portfolio
|
Q4 2024
Added 263.12%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
23,570
shares
|
$520,661
1.3% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
23,228
shares
|
$513,106
0.03% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
23,022
shares
|
$508,555
0.0% of portfolio
|
Q4 2024
Added 223.93%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
22,967
shares
|
$507,341
0.01% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
22,691
shares
|
$501,244
0.04% of portfolio
|
Q4 2024
Added 210.88%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
22,582
shares
|
$498,836
0.04% of portfolio
|
Q4 2024
Added 205.16%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
22,268
shares
|
$491,900
0.05% of portfolio
|
Q4 2024
Added 210.66%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
22,185
shares
|
$490,066
0.05% of portfolio
|
Q4 2024
Added 180.26%
|
|
|
Schwab Charitable Fund
|
Apr 09, 2025 Q1 2025 |
22,082
shares
|
$487,791
0.01% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,628
shares
|
$477,762
0.02% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,602
shares
|
$477,188
0.08% of portfolio
|
Q4 2024
Added 193.94%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
21,512
shares
|
$475,200
0.02% of portfolio
|
Q4 2024
Added 195.45%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
21,348
shares
|
$471,577
0.07% of portfolio
|
Q4 2024
Added 190.13%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
21,345
shares
|
$471,511
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
20,787
shares
|
$459,184
0.12% of portfolio
|
Q4 2024
Added 154.03%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
20,700
shares
|
$457,263
0.01% of portfolio
|
Q4 2024
Added 245.86%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
19,951
shares
|
$440,717
0.06% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,924
shares
|
$440,121
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
19,918
shares
|
$439,988
0.0% of portfolio
|
Q4 2024
Added 352.48%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
19,659
shares
|
$434,267
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
19,536
shares
|
$431,550
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
19,409
shares
|
$428,744
0.01% of portfolio
|
Q4 2024
Added 197.46%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
19,371
shares
|
$427,905
0.0% of portfolio
|
Q4 2024
Added 369.15%
|