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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
3,006
shares
|
$66,402
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
2,889
shares
|
$63,818
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,553
shares
|
$56,395
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
2,523
shares
|
$55,733
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,501
shares
|
$55,247
0.02% of portfolio
|
Q4 2024
Added 201.33%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
2,424
shares
|
$53,546
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
2,382
shares
|
$52,618
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
2,368
shares
|
$52,309
0.03% of portfolio
|
Q4 2024
Added 870.49%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,304
shares
|
$50,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,283
shares
|
$50,431
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
2,139
shares
|
$47,250
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,127
shares
|
$46,985
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,100
shares
|
$46,389
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
2,079
shares
|
$45,925
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2,049
shares
|
$45,262
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
2,049
shares
|
$45,262
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,900
shares
|
$41,971
0.05% of portfolio
|
Q2 2023
Added 322.22%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,887
shares
|
$41,683
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,851
shares
|
$40,888
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,799
shares
|
$39,739
0.02% of portfolio
|
Q4 2024
Added 201.85%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
1,784
shares
|
$39,408
0.02% of portfolio
|
Q4 2024
Added 201.35%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
1,737
shares
|
$38,370
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,509
shares
|
$33,333
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1,500
shares
|
$33,135
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,489
shares
|
$32,892
0.0% of portfolio
|
Q4 2024
Added 200.2%
|