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 663 institutions that hold shares in the stock, with a total of 578 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,763,862
shares
|
$41.2 Million
24.0% of portfolio
|
Q4 2024
Added 208.92%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,762,208
shares
|
$41.2 Million
0.06% of portfolio
|
Q4 2024
Added 267.21%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
1,544,410
shares
|
$36.1 Million
4.41% of portfolio
|
Q4 2024
Added 162.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,539,547
shares
|
$36 Million
0.05% of portfolio
|
Q4 2024
Added 198.65%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,517,355
shares
|
$35.5 Million
0.26% of portfolio
|
Q4 2024
Added 209.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,397,195
shares
|
$32.7 Million
0.08% of portfolio
|
Q4 2024
Added 124.09%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
1,392,480
shares
|
$32.6 Million
5.59% of portfolio
|
Q4 2024
Added 217.57%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
1,391,443
shares
|
$32.5 Million
7.6% of portfolio
|
Q4 2024
Added 205.49%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
1,384,721
shares
|
$32.4 Million
0.21% of portfolio
|
Q4 2024
Added 185.9%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
1,370,117
shares
|
$32 Million
13.92% of portfolio
|
Q4 2024
Added 210.61%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,356,697
shares
|
$31.7 Million
8.24% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,341,488
shares
|
$31.4 Million
0.03% of portfolio
|
Q4 2024
Added 206.29%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,329,368
shares
|
$31.1 Million
0.03% of portfolio
|
Q4 2024
Added 201.93%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,213,558
shares
|
$28.4 Million
2.13% of portfolio
|
Q4 2024
Added 201.13%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,173,961
shares
|
$27.4 Million
0.16% of portfolio
|
Q4 2024
Added 151.31%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,128,320
shares
|
$26.4 Million
1.74% of portfolio
|
Q4 2024
Added 191.28%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
1,043,863
shares
|
$24.4 Million
10.72% of portfolio
|
Q4 2024
Added 202.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,005,307
shares
|
$23.5 Million
0.04% of portfolio
|
Q4 2024
Added 181.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,000,964
shares
|
$23.4 Million
0.04% of portfolio
|
Q4 2024
Added 201.16%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
975,910
shares
|
$22.8 Million
3.23% of portfolio
|
Q4 2024
Added 204.0%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
945,471
shares
|
$22.1 Million
9.81% of portfolio
|
Q4 2024
Added 213.77%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Feb 12, 2025 Q4 2024 |
945,389
shares
|
$22.1 Million
16.04% of portfolio
|
Q4 2024
Added 202.29%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
926,437
shares
|
$21.7 Million
0.32% of portfolio
|
Q4 2024
Added 216.01%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
853,387
shares
|
$20 Million
2.97% of portfolio
|
Q4 2024
Added 256.12%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
852,743
shares
|
$19.9 Million
0.21% of portfolio
|
Q4 2024
Added 201.99%
|