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 605 institutions that hold shares in the stock, with a total of 223 Million shares, which have been reported (via 13F filing form) to have a value of $5.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,564
shares
|
$161,868
0.03% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
6,492
shares
|
$160,092
0.1% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
6,373
shares
|
$157,158
0.27% of portfolio
|
Q3 2024
Added 23.44%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
6,362
shares
|
$156,886
0.09% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
6,333
shares
|
$156,171
0.09% of portfolio
|
Q3 2024
Added 18.51%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,233
shares
|
$153,705
0.02% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
6,221
shares
|
$153,409
0.02% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
6,174
shares
|
$152,250
0.14% of portfolio
|
Q3 2022
Added 49.82%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
6,160
shares
|
$151,905
0.0% of portfolio
|
Q3 2024
Reduced 17.57%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,080
shares
|
$149,932
0.02% of portfolio
|
Q3 2022
Added 14.63%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
6,019
shares
|
$148,428
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,001
shares
|
$147,984
0.0% of portfolio
|
Q2 2024
Reduced 62.25%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,985
shares
|
$147,590
0.01% of portfolio
|
Q3 2024
Added 49.44%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
5,970
shares
|
$147,220
0.09% of portfolio
|
Q1 2024
Added 6.36%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
5,961
shares
|
$146,998
0.09% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
5,958
shares
|
$146,924
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
5,946
shares
|
$146,628
0.03% of portfolio
|
Q3 2024
Added 22.57%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,881
shares
|
$145,025
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,763
shares
|
$142,115
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
5,748
shares
|
$141,745
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
5,606
shares
|
$138,243
0.03% of portfolio
|
Q1 2024
Reduced 13.34%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
5,583
shares
|
$137,676
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,469
shares
|
$134,865
0.01% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
5,373
shares
|
$132,498
0.01% of portfolio
|
Q4 2024
Added 133.3%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
5,276
shares
|
$130,106
0.0% of portfolio
|
Q3 2024
New holding
|