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 593 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $4.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
125
shares
|
$3,050
0.0% of portfolio
|
Q2 2024
Added 267.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
117
shares
|
$2,854
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
116
shares
|
$2,830
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
114
shares
|
$2,781
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
107
shares
|
$2,610
0.02% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
105
shares
|
$2,562
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
102
shares
|
$2,488
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
101
shares
|
$2,464
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$2,440
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
97
shares
|
$2,366
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
95
shares
|
$2,318
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
90
shares
|
$2,196
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
84
shares
|
$2,049
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
72
shares
|
$1,756
0.0% of portfolio
|
Q3 2023
Reduced 66.97%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
70
shares
|
$1,708
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
70
shares
|
$1,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
63
shares
|
$1,537
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
63
shares
|
$1,537
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
63
shares
|
$1,537
0.0% of portfolio
|
Q1 2024
Reduced 49.6%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
59
shares
|
$1,439
0.0% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
57
shares
|
$1,390
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
56
shares
|
$1,366
0.0% of portfolio
|
Q3 2022
Added 1.82%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
54
shares
|
$1,317
0.0% of portfolio
|
Q4 2023
Reduced 5.26%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
54
shares
|
$1,317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
54
shares
|
$1,317
0.0% of portfolio
|
Q2 2024
Added 58.82%
|