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 656 institutions that hold shares in the stock, with a total of 577 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
489
shares
|
$12,132
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
474
shares
|
$11,759
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
432
shares
|
$10,717
0.0% of portfolio
|
Q4 2024
Reduced 59.74%
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
431
shares
|
$10,693
0.01% of portfolio
|
Q4 2024
New holding
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
413
shares
|
$10,246
0.0% of portfolio
|
Q4 2024
New holding
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
387
shares
|
$9,601
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
375
shares
|
$9,303
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
351
shares
|
$8,708
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
348
shares
|
$8,633
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
342
shares
|
$8,485
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
316
shares
|
$7,839
0.01% of portfolio
|
Q4 2024
Added 200.95%
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
312
shares
|
$7,740
0.01% of portfolio
|
Q4 2024
New holding
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
306
shares
|
$7,591
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
300
shares
|
$7,443
0.01% of portfolio
|
Q4 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
300
shares
|
$7,443
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
291
shares
|
$7,219
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
285
shares
|
$7,070
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
279
shares
|
$6,921
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
270
shares
|
$6,698
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
252
shares
|
$6,252
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
210
shares
|
$5,210
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
189
shares
|
$4,689
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
189
shares
|
$4,689
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
177
shares
|
$4,391
0.0% of portfolio
|
Q4 2021
Reduced 15.71%
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
177
shares
|
$4,391
0.0% of portfolio
|
Q4 2024
Added 200.0%
|