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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
9,569
shares
|
$226,402
0.02% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
9,560
shares
|
$226,189
0.13% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,540
shares
|
$225,716
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9,458
shares
|
$223,776
0.48% of portfolio
|
Q3 2024
Reduced 21.27%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,406
shares
|
$222,545
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
9,405
shares
|
$222,522
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
9,404
shares
|
$222,498
0.01% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
9,400
shares
|
$222,404
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
9,372
shares
|
$221,741
0.18% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
9,297
shares
|
$219,967
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
9,267
shares
|
$219,257
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
9,126
shares
|
$215,921
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
9,120
shares
|
$215,779
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
9,038
shares
|
$213,839
0.11% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
9,020
shares
|
$213,413
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
8,994
shares
|
$212,798
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
8,982
shares
|
$212,514
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
8,972
shares
|
$212,277
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
8,921
shares
|
$211,070
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
8,900
shares
|
$210,574
0.0% of portfolio
|
Q1 2025
Reduced 93.49%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
8,887
shares
|
$210,266
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
8,874
shares
|
$209,958
0.15% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
8,693
shares
|
$205,676
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
8,693
shares
|
$205,676
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
8,604
shares
|
$203,570
0.01% of portfolio
|
Q1 2025
Reduced 3.62%
|