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 596 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $4.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
589,254
shares
|
$14.8 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
588,241
shares
|
$14.8 Million
5.09% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
570,981
shares
|
$14.3 Million
23.87% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
515,495
shares
|
$12.9 Million
0.05% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
512,446
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
490,037
shares
|
$12.3 Million
0.25% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
484,335
shares
|
$12.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
479,885
shares
|
$12 Million
0.05% of portfolio
|
Q3 2024
Added 13.17%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
467,133
shares
|
$11.7 Million
0.19% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
455,484
shares
|
$11.4 Million
7.55% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
441,111
shares
|
$11.1 Million
13.43% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
440,284
shares
|
$11.1 Million
0.03% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
438,485
shares
|
$11 Million
4.99% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
437,986
shares
|
$11 Million
0.03% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
409,395
shares
|
$10.3 Million
1.24% of portfolio
|
Q3 2024
Added 189.4%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
402,996
shares
|
$10.1 Million
2.16% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
387,365
shares
|
$9.73 Million
1.76% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
357,245
shares
|
$8.97 Million
0.05% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
344,981
shares
|
$8.66 Million
10.12% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
332,365
shares
|
$8.35 Million
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
322,098
shares
|
$8.09 Million
0.9% of portfolio
|
Q2 2024
Added 0.94%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
321,021
shares
|
$8.06 Million
3.26% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
317,740
shares
|
$7.98 Million
3.35% of portfolio
|
Q3 2024
Added 211.59%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
312,738
shares
|
$7.85 Million
15.56% of portfolio
|
Q3 2024
New holding
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
301,322
shares
|
$7.57 Million
9.23% of portfolio
|
Q3 2024
Added 0.78%
|