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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
3,006
shares
|
$71,121
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
2,889
shares
|
$68,353
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,622
shares
|
$62,036
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
2,586
shares
|
$61,184
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,562
shares
|
$60,616
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
2,523
shares
|
$59,694
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,501
shares
|
$59,173
0.02% of portfolio
|
Q4 2024
Added 201.33%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
2,424
shares
|
$57,351
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
2,382
shares
|
$56,358
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
2,368
shares
|
$56,026
0.03% of portfolio
|
Q4 2024
Added 870.49%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,283
shares
|
$54,015
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,217
shares
|
$52,454
0.0% of portfolio
|
Q1 2025
Added 139.94%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
2,139
shares
|
$50,608
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
2,127
shares
|
$50,324
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,100
shares
|
$49,686
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
2,079
shares
|
$49,189
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
2,058
shares
|
$48,692
0.03% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2,049
shares
|
$48,479
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
2,021
shares
|
$47,816
0.04% of portfolio
|
Q1 2025
Added 1598.32%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,971
shares
|
$46,633
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,900
shares
|
$44,954
0.05% of portfolio
|
Q2 2023
Added 322.22%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,881
shares
|
$44,504
0.01% of portfolio
|
Q1 2025
Added 40.37%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,851
shares
|
$43,794
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,807
shares
|
$42,753
0.02% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
1,792
shares
|
$42,398
0.02% of portfolio
|
Q1 2025
Added 0.45%
|