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 |
|---|---|---|---|---|---|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
14,520
shares
|
$343,543
0.3% of portfolio
|
Q1 2025
Reduced 42.24%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
14,287
shares
|
$338,030
0.16% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
14,181
shares
|
$335,522
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
13,980
shares
|
$330,766
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
13,892
shares
|
$328,684
0.0% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
13,790
shares
|
$326,271
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
13,746
shares
|
$325,230
0.01% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
13,725
shares
|
$324,733
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
13,668
shares
|
$323,384
0.01% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
13,616
shares
|
$322,154
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
13,548
shares
|
$320,545
0.04% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
13,459
shares
|
$318,439
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,437
shares
|
$317,919
0.0% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,435
shares
|
$317,872
0.29% of portfolio
|
Q1 2023
Reduced 5.32%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
13,243
shares
|
$313,329
0.08% of portfolio
|
Q3 2022
Added 26.17%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
13,207
shares
|
$312,477
0.25% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
13,200
shares
|
$312,312
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
13,200
shares
|
$312,312
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
13,158
shares
|
$311,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
13,116
shares
|
$310,324
0.07% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
13,056
shares
|
$308,904
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
13,039
shares
|
$308,502
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
12,882
shares
|
$304,788
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
12,609
shares
|
$298,328
0.0% of portfolio
|
Q1 2025
Reduced 36.7%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
12,462
shares
|
$294,850
0.32% of portfolio
|
Q1 2025
Added 20.27%
|