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 |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
5,373
shares
|
$127,125
0.01% of portfolio
|
Q4 2024
Added 133.3%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,325
shares
|
$125,989
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,114
shares
|
$120,997
0.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
4,935
shares
|
$116,762
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,860
shares
|
$114,987
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
4,770
shares
|
$112,858
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
4,611
shares
|
$109,096
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
4,564
shares
|
$107,984
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,500
shares
|
$106,470
0.0% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
4,362
shares
|
$103,204
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,260
shares
|
$100,791
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
|
$99,655
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,160
shares
|
$98,425
0.0% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
4,159
shares
|
$98,401
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
4,062
shares
|
$96,106
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,042
shares
|
$95,633
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
3,885
shares
|
$91,919
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,806
shares
|
$90,049
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
3,642
shares
|
$86,169
0.06% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,432
shares
|
$81,201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
3,384
shares
|
$80,065
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
3,360
shares
|
$79,497
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
3,253
shares
|
$76,965
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
3,234
shares
|
$76,516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,145
shares
|
$74,410
0.0% of portfolio
|
Q1 2025
Reduced 22.58%
|