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 |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
95
shares
|
$2,090
0.0% of portfolio
|
Q4 2024
Added 206.45%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
94
shares
|
$2,068
0.0% of portfolio
|
Q4 2024
Added 193.75%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
87
shares
|
$1,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
86
shares
|
$1,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
78
shares
|
$1,716
0.0% of portfolio
|
Q1 2025
Reduced 92.97%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
75
shares
|
$1,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
72
shares
|
$1,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
70
shares
|
$1,540
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
63
shares
|
$1,386
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
57
shares
|
$1,254
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
56
shares
|
$1,232
0.0% of portfolio
|
Q3 2022
Added 1.82%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
54
shares
|
$1,188
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
51
shares
|
$1,122
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
48
shares
|
$1,056
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
42
shares
|
$924
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
42
shares
|
$924
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
18
shares
|
$396
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
17
shares
|
$374
0.0% of portfolio
|
Q4 2024
Reduced 84.11%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
16
shares
|
$352
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
15
shares
|
$330
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
12
shares
|
$264
0.0% of portfolio
|
Q4 2024
Added 200.0%
|