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 607 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $5.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
8,972
shares
|
$220,980
0.0% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
8,803
shares
|
$216,817
0.01% of portfolio
|
Q4 2024
Added 198.1%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
8,800
shares
|
$216,744
0.0% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
8,695
shares
|
$214,157
0.02% of portfolio
|
Q3 2024
Added 96511.11%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
8,645
shares
|
$212,926
0.02% of portfolio
|
Q2 2024
Added 8.06%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
8,470
shares
|
$208,616
0.07% of portfolio
|
Q3 2024
Added 30.75%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
8,456
shares
|
$208,271
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
8,439
shares
|
$207,852
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
8,310
shares
|
$204,675
0.01% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
8,183
shares
|
$201,547
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
8,142
shares
|
$200,537
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
8,133
shares
|
$200,315
0.17% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
7,980
shares
|
$196,547
0.0% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
7,916
shares
|
$194,971
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,898
shares
|
$194,527
0.03% of portfolio
|
Q3 2024
Added 122.98%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,827
shares
|
$192,779
0.12% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,793
shares
|
$191,941
0.01% of portfolio
|
Q1 2024
Reduced 21.76%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,563
shares
|
$186,276
0.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
7,528
shares
|
$185,414
0.11% of portfolio
|
Q3 2024
Added 95.53%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
7,400
shares
|
$182,262
0.04% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,349
shares
|
$181,005
0.16% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
7,299
shares
|
$179,774
0.05% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,281
shares
|
$179,331
0.02% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
7,212
shares
|
$177,631
0.05% of portfolio
|
Q4 2024
Added 201.38%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
7,168
shares
|
$176,547
0.04% of portfolio
|
Q3 2024
Added 6.99%
|