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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
12,439
shares
|
$294,306
0.1% of portfolio
|
Q4 2024
Added 320.66%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
12,424
shares
|
$293,951
0.25% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
12,402
shares
|
$293,431
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
12,284
shares
|
$290,639
0.0% of portfolio
|
Q1 2025
Added 90.54%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12,223
shares
|
$289,196
0.06% of portfolio
|
Q4 2024
Added 201.43%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
12,141
shares
|
$287,256
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
12,097
shares
|
$286,215
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
12,025
shares
|
$284,511
0.29% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
11,794
shares
|
$279,046
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,770
shares
|
$278,478
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
11,690
shares
|
$276,585
0.05% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
11,680
shares
|
$276,348
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
May 13, 2025 Q1 2025 |
11,595
shares
|
$274,337
0.28% of portfolio
|
Q1 2025
Reduced 87.75%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
11,556
shares
|
$273,414
0.06% of portfolio
|
Q4 2024
Added 217.21%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
11,510
shares
|
$272,326
0.0% of portfolio
|
Q1 2025
Reduced 77.44%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
11,424
shares
|
$270,291
0.08% of portfolio
|
Q4 2024
Added 187.47%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
11,390
shares
|
$269,487
0.01% of portfolio
|
Q4 2024
Added 2664.56%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
11,371
shares
|
$269,037
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
11,350
shares
|
$268,541
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
11,295
shares
|
$267,239
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
11,223
shares
|
$265,536
0.01% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,206
shares
|
$265,133
0.05% of portfolio
|
Q3 2022
Added 22.27%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
11,202
shares
|
$265,039
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
11,178
shares
|
$264,471
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
11,120
shares
|
$263,099
0.0% of portfolio
|
Q1 2025
Added 13.01%
|