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 |
|---|---|---|---|---|---|
|
Ashford Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,006,039
shares
|
$47.5 Million
11.84% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,886,838
shares
|
$44.6 Million
0.06% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,804,339
shares
|
$42.7 Million
24.5% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,715,830
shares
|
$40.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,586,857
shares
|
$37.5 Million
0.05% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
1,582,382
shares
|
$37.4 Million
5.09% of portfolio
|
Q1 2025
Reduced 29.8%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
1,450,222
shares
|
$34.3 Million
5.72% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
1,441,257
shares
|
$34.1 Million
13.9% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,433,911
shares
|
$33.9 Million
7.65% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
1,426,942
shares
|
$33.8 Million
7.08% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,418,353
shares
|
$33.6 Million
0.03% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
1,385,646
shares
|
$32.8 Million
0.19% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,299,355
shares
|
$30.7 Million
0.23% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
1,268,807
shares
|
$30 Million
1.77% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
1,268,807
shares
|
$30 Million
6.08% of portfolio
|
Q1 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,260,697
shares
|
$29.8 Million
2.11% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
1,233,735
shares
|
$29.2 Million
3.39% of portfolio
|
Q1 2025
Reduced 20.12%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
May 07, 2025 Q1 2025 |
1,161,288
shares
|
$27.5 Million
25.46% of portfolio
|
Q1 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,102,654
shares
|
$26.1 Million
1.83% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
1,066,983
shares
|
$25.2 Million
10.8% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,048,018
shares
|
$24.8 Million
0.04% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
984,960
shares
|
$23.3 Million
0.24% of portfolio
|
Q1 2025
Added 15.5%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
963,381
shares
|
$22.8 Million
15.66% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
959,046
shares
|
$22.7 Million
0.33% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
940,273
shares
|
$22.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.06%
|