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 |
|---|---|---|---|---|---|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
1,395
shares
|
$30,703
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,365
shares
|
$30,043
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,340
shares
|
$29,493
0.0% of portfolio
|
Q4 2024
Added 201.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,327
shares
|
$29,207
0.0% of portfolio
|
Q2 2020
Added 34.64%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
1,281
shares
|
$28,194
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,277
shares
|
$28,106
0.01% of portfolio
|
Q4 2022
Added 57.46%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,254
shares
|
$27,600
0.0% of portfolio
|
Q4 2024
Added 822.06%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,249
shares
|
$27,490
0.01% of portfolio
|
Q4 2024
Added 700.64%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,197
shares
|
$26,345
0.01% of portfolio
|
Q1 2023
Reduced 73.02%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
1,155
shares
|
$25,421
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,011
shares
|
$22,252
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
969
shares
|
$21,327
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
969
shares
|
$21,327
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
969
shares
|
$21,327
0.0% of portfolio
|
Q2 2024
Reduced 42.32%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
927
shares
|
$20,403
0.85% of portfolio
|
Q1 2025
Reduced 98.51%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
924
shares
|
$20,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
907
shares
|
$19,963
0.0% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
840
shares
|
$18,488
0.01% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
822
shares
|
$18,092
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
798
shares
|
$17,563
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
795
shares
|
$17,497
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
790
shares
|
$17,387
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
787
shares
|
$17,321
0.0% of portfolio
|
Q4 2024
Added 201.53%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
785
shares
|
$17,277
0.0% of portfolio
|
Q4 2024
Added 184.42%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
750
shares
|
$16,507
0.0% of portfolio
|
Q4 2024
Added 200.0%
|