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 671 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,082
shares
|
$111,854
0.0% of portfolio
|
Q4 2024
Added 1296.15%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,860
shares
|
$106,968
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,692
shares
|
$103,270
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
4,688
shares
|
$103,182
0.03% of portfolio
|
Q4 2024
Added 201.29%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
4,631
shares
|
$101,928
0.0% of portfolio
|
Q4 2024
Added 46.13%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,605
shares
|
$101,356
0.01% of portfolio
|
Q4 2024
Added 207.2%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
4,600
shares
|
$101,246
0.02% of portfolio
|
Q4 2024
Added 200.65%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,593
shares
|
$101,091
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,500
shares
|
$99,045
0.0% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,362
shares
|
$96,007
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
4,260
shares
|
$93,762
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
4,212
shares
|
$92,706
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
4,159
shares
|
$91,539
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
4,062
shares
|
$89,404
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
4,062
shares
|
$89,404
0.0% of portfolio
|
Q4 2024
Added 190.35%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,042
shares
|
$88,964
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
3,948
shares
|
$86,895
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
3,885
shares
|
$85,508
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,806
shares
|
$83,770
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,768
shares
|
$82,933
0.0% of portfolio
|
Q4 2024
Added 724.51%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
3,642
shares
|
$80,160
0.06% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
3,384
shares
|
$74,481
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
3,360
shares
|
$73,953
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
3,286
shares
|
$72,324
0.02% of portfolio
|
Q4 2024
Added 110.37%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
3,234
shares
|
$71,180
0.0% of portfolio
|
Q4 2024
New holding
|