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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
21,505
shares
|
$508,808
0.01% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
21,481
shares
|
$508,240
0.04% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
21,345
shares
|
$505,022
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
21,240
shares
|
$502,538
0.07% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
20,953
shares
|
$495,747
0.01% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
20,787
shares
|
$491,820
0.14% of portfolio
|
Q4 2024
Added 154.03%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
20,728
shares
|
$490,424
0.0% of portfolio
|
Q1 2025
Added 59.07%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
20,607
shares
|
$487,561
0.1% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
20,420
shares
|
$483,137
0.0% of portfolio
|
Q1 2025
Added 47.01%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
19,983
shares
|
$472,797
0.0% of portfolio
|
Q1 2025
Reduced 86.9%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,924
shares
|
$471,401
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
19,737
shares
|
$466,977
0.09% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
19,536
shares
|
$462,221
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
19,470
shares
|
$460,660
0.02% of portfolio
|
Q1 2025
Reduced 51.4%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
19,120
shares
|
$452,379
0.14% of portfolio
|
Q1 2025
Reduced 26.94%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
18,880
shares
|
$446,700
0.03% of portfolio
|
Q1 2025
Added 40.13%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
18,775
shares
|
$444,216
0.04% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
18,730
shares
|
$443,151
0.05% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
18,515
shares
|
$438,064
0.02% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
18,487
shares
|
$437,402
0.0% of portfolio
|
Q1 2025
Reduced 27.35%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
18,248
shares
|
$431,747
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
18,235
shares
|
$431,440
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
18,142
shares
|
$429,239
0.0% of portfolio
|
Q1 2025
Reduced 24.9%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
18,042
shares
|
$426,873
0.03% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
17,910
shares
|
$423,750
0.08% of portfolio
|
Q4 2024
Added 200.0%
|