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 |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
17,866
shares
|
$422,709
0.04% of portfolio
|
Q4 2024
Added 203.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
17,801
shares
|
$421,171
0.0% of portfolio
|
Q1 2025
Added 16.21%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
17,787
shares
|
$420,840
0.07% of portfolio
|
Q4 2024
Added 193.61%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
17,535
shares
|
$414,878
0.01% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
17,134
shares
|
$405,390
0.46% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
16,994
shares
|
$402,078
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
16,968
shares
|
$401,462
0.01% of portfolio
|
Q1 2025
Added 81.4%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
16,897
shares
|
$399,783
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
16,638
shares
|
$393,655
0.0% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
16,569
shares
|
$392,022
0.02% of portfolio
|
Q1 2025
Added 82.92%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
16,521
shares
|
$390,886
0.34% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
16,436
shares
|
$388,875
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
16,212
shares
|
$383,575
0.0% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
16,156
shares
|
$382,250
0.02% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
16,091
shares
|
$380,713
0.04% of portfolio
|
Q1 2025
Added 15.31%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
16,026
shares
|
$379,175
0.01% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
15,726
shares
|
$372,077
0.12% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
15,642
shares
|
$370,089
0.06% of portfolio
|
Q1 2025
Added 9555.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
15,302
shares
|
$362,045
0.01% of portfolio
|
Q1 2025
Added 90.28%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
15,234
shares
|
$360,436
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,046
shares
|
$355,988
0.0% of portfolio
|
Q3 2023
Added 2.95%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
15,045
shares
|
$355,964
0.03% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
14,939
shares
|
$353,456
0.0% of portfolio
|
Q1 2025
Added 18.39%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
14,823
shares
|
$350,712
0.15% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
14,673
shares
|
$347,163
0.12% of portfolio
|
Q4 2024
Added 201.48%
|