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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
747
shares
|
$17,674
0.0% of portfolio
|
Q4 2024
Added 305.98%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
720
shares
|
$17,035
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
699
shares
|
$16,538
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
657
shares
|
$15,544
0.0% of portfolio
|
Q4 2024
Added 409.3%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
645
shares
|
$15,260
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
645
shares
|
$15,260
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
621
shares
|
$14,692
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
618
shares
|
$14,621
0.0% of portfolio
|
Q1 2025
Reduced 81.19%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
600
shares
|
$14,196
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
594
shares
|
$14,054
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
591
shares
|
$13,983
0.0% of portfolio
|
Q1 2025
Reduced 41.89%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
557
shares
|
$13,178
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
537
shares
|
$12,705
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
490
shares
|
$11,593
0.0% of portfolio
|
Q1 2025
Added 600.0%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
489
shares
|
$11,569
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
432
shares
|
$10,221
0.0% of portfolio
|
Q4 2024
Reduced 59.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
428
shares
|
$10,126
0.0% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
415
shares
|
$9,818
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
402
shares
|
$9,511
0.0% of portfolio
|
Q1 2025
Added 644.44%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
351
shares
|
$8,304
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
348
shares
|
$8,233
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
345
shares
|
$8,162
0.0% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
327
shares
|
$7,736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
321
shares
|
$7,594
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
318
shares
|
$7,523
0.01% of portfolio
|
Q1 2025
Added 0.63%
|