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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
747
shares
|
$16,441
0.0% of portfolio
|
Q4 2024
Added 305.98%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
720
shares
|
$15,847
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
699
shares
|
$15,384
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
657
shares
|
$14,460
0.0% of portfolio
|
Q4 2024
Added 409.3%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
648
shares
|
$14,262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
645
shares
|
$14,196
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
621
shares
|
$13,668
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
600
shares
|
$13,206
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
594
shares
|
$13,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
591
shares
|
$13,007
0.0% of portfolio
|
Q1 2025
Reduced 41.89%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
537
shares
|
$11,819
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
502
shares
|
$11,049
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
489
shares
|
$10,762
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
432
shares
|
$9,508
0.0% of portfolio
|
Q4 2024
Reduced 59.74%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
431
shares
|
$9,486
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
428
shares
|
$9,420
0.0% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
413
shares
|
$9,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
387
shares
|
$8,517
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
375
shares
|
$8,253
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
351
shares
|
$7,725
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
348
shares
|
$7,659
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
342
shares
|
$7,527
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
316
shares
|
$6,955
0.01% of portfolio
|
Q4 2024
Added 200.95%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
312
shares
|
$6,867
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
306
shares
|
$6,735
0.0% of portfolio
|
Q4 2024
Added 200.0%
|