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 |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
11,097
shares
|
$262,555
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
11,076
shares
|
$262,058
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
11,066
shares
|
$261,821
0.07% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
11,035
shares
|
$261,088
0.09% of portfolio
|
Q4 2024
Added 193.87%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
11,025
shares
|
$260,851
0.04% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
10,842
shares
|
$256,521
0.02% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,811
shares
|
$255,788
0.01% of portfolio
|
Q4 2024
Added 198.73%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
10,793
shares
|
$255,362
0.05% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
10,772
shares
|
$254,865
0.11% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
10,634
shares
|
$251,600
0.0% of portfolio
|
Q1 2025
Reduced 33.5%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
10,575
shares
|
$250,204
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,568
shares
|
$250,038
0.07% of portfolio
|
Q4 2024
Added 199.72%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
10,505
shares
|
$248,548
0.06% of portfolio
|
Q1 2025
Added 124.08%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,437
shares
|
$246,939
0.04% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,147
shares
|
$240,078
0.01% of portfolio
|
Q2 2024
Reduced 13.62%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
10,128
shares
|
$239,628
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
10,128
shares
|
$239,628
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
10,014
shares
|
$236,931
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
9,946
shares
|
$235,322
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
9,881
shares
|
$233,784
0.01% of portfolio
|
Q1 2025
Reduced 43.38%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
9,862
shares
|
$233,334
0.01% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,818
shares
|
$232,293
0.04% of portfolio
|
Q2 2022
Added 0.9%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
9,794
shares
|
$231,726
0.17% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
9,762
shares
|
$230,968
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
9,667
shares
|
$228,721
0.2% of portfolio
|
Q1 2025
Added 62.3%
|