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 |
|---|---|---|---|---|---|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
19,086
shares
|
$421,609
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
18,999
shares
|
$419,687
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
18,730
shares
|
$413,745
0.05% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
18,571
shares
|
$410,233
0.01% of portfolio
|
Q4 2024
Added 193.52%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
18,410
shares
|
$406,676
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
18,235
shares
|
$402,811
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
18,168
shares
|
$401,331
0.04% of portfolio
|
Q4 2024
Added 314.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
18,142
shares
|
$400,756
0.0% of portfolio
|
Q1 2025
Reduced 24.9%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 07, 2025 Q4 2024 |
18,000
shares
|
$397,620
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
17,910
shares
|
$395,631
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
17,866
shares
|
$394,659
0.04% of portfolio
|
Q4 2024
Added 203.79%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
17,787
shares
|
$392,914
0.07% of portfolio
|
Q4 2024
Added 193.61%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
17,785
shares
|
$392,870
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
17,783
shares
|
$392,826
0.01% of portfolio
|
Q4 2024
Added 185.85%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
17,547
shares
|
$387,613
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
17,452
shares
|
$385,514
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
17,174
shares
|
$379,373
0.43% of portfolio
|
Q4 2024
Added 198.78%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
16,994
shares
|
$375,397
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
16,818
shares
|
$371,509
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
16,527
shares
|
$365,081
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
16,365
shares
|
$361,502
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
16,272
shares
|
$359,448
0.29% of portfolio
|
Q4 2024
Added 131.5%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
15,753
shares
|
$347,983
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
15,726
shares
|
$347,387
0.12% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
15,568
shares
|
$343,897
0.01% of portfolio
|
Q4 2024
Added 201.18%
|