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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
15,552
shares
|
$343,543
0.16% of portfolio
|
Q4 2024
Added 199.42%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
15,483
shares
|
$342,019
0.0% of portfolio
|
Q4 2024
Added 151.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,318
shares
|
$338,374
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
15,302
shares
|
$338,021
0.01% of portfolio
|
Q1 2025
Added 90.28%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
15,284
shares
|
$337,623
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,046
shares
|
$332,366
0.0% of portfolio
|
Q3 2023
Added 2.95%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
15,045
shares
|
$332,344
0.03% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,903
shares
|
$329,207
0.0% of portfolio
|
Q4 2024
Added 192.04%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,673
shares
|
$324,126
0.01% of portfolio
|
Q4 2024
Added 201.48%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
14,223
shares
|
$314,186
0.17% of portfolio
|
Q4 2024
Added 201.4%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
14,181
shares
|
$313,258
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
13,980
shares
|
$308,818
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
13,980
shares
|
$308,818
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
13,955
shares
|
$308,265
0.04% of portfolio
|
Q4 2024
Added 212.05%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
13,890
shares
|
$306,830
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
13,725
shares
|
$303,185
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
13,668
shares
|
$301,926
0.01% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
13,548
shares
|
$299,275
0.04% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
13,533
shares
|
$298,943
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
13,473
shares
|
$297,618
0.02% of portfolio
|
Q4 2024
Reduced 14.8%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
13,459
shares
|
$297,309
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
13,437
shares
|
$296,823
0.05% of portfolio
|
Q4 2024
Added 209.68%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,435
shares
|
$296,779
0.29% of portfolio
|
Q1 2023
Reduced 5.32%
|
|
|
Goodman Financial Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
13,320
shares
|
$294,238
0.07% of portfolio
|
Q4 2024
Added 200.75%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
13,243
shares
|
$292,537
0.08% of portfolio
|
Q3 2022
Added 26.17%
|