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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
1,737
shares
|
$41,097
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,492
shares
|
$35,300
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
1,408
shares
|
$33,313
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
1,400
shares
|
$33,124
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,346
shares
|
$31,846
0.01% of portfolio
|
Q1 2025
Added 79.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,327
shares
|
$31,396
0.0% of portfolio
|
Q2 2020
Added 34.64%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,281
shares
|
$30,308
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,277
shares
|
$30,213
0.01% of portfolio
|
Q4 2022
Added 57.46%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,254
shares
|
$29,669
0.0% of portfolio
|
Q4 2024
Added 822.06%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,197
shares
|
$28,321
0.01% of portfolio
|
Q1 2023
Reduced 73.02%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
1,169
shares
|
$27,658
0.02% of portfolio
|
Q1 2025
Added 171.23%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
1,155
shares
|
$27,327
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
1,041
shares
|
$24,630
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,011
shares
|
$23,920
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
969
shares
|
$22,926
0.0% of portfolio
|
Q2 2024
Reduced 42.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
969
shares
|
$22,926
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
961
shares
|
$22,737
0.01% of portfolio
|
Q1 2025
Reduced 23.06%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
927
shares
|
$21,932
0.85% of portfolio
|
Q1 2025
Reduced 98.51%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
907
shares
|
$21,459
0.0% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
840
shares
|
$19,874
0.01% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
822
shares
|
$19,448
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
798
shares
|
$18,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
795
shares
|
$18,809
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
791
shares
|
$18,715
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
790
shares
|
$18,691
0.0% of portfolio
|
Q4 2024
New holding
|