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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
300
shares
|
$6,627
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
300
shares
|
$6,627
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
291
shares
|
$6,428
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
285
shares
|
$6,295
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
279
shares
|
$6,163
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
270
shares
|
$5,964
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
252
shares
|
$5,566
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
210
shares
|
$4,638
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
189
shares
|
$4,175
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
189
shares
|
$4,175
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
177
shares
|
$3,909
0.0% of portfolio
|
Q4 2021
Reduced 15.71%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
172
shares
|
$3,799
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
168
shares
|
$3,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
162
shares
|
$3,578
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
162
shares
|
$3,578
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
156
shares
|
$3,446
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
144
shares
|
$3,180
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
142
shares
|
$3,136
0.0% of portfolio
|
Q4 2024
Added 162.96%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
138
shares
|
$3,048
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
131
shares
|
$2,893
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
119
shares
|
$2,628
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
117
shares
|
$2,584
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
116
shares
|
$2,562
0.0% of portfolio
|
Q4 2024
Added 136.73%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
114
shares
|
$2,518
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
110
shares
|
$2,429
0.0% of portfolio
|
Q1 2025
New holding
|