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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
93
shares
|
$2,200
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
87
shares
|
$2,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
86
shares
|
$2,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
78
shares
|
$1,845
0.0% of portfolio
|
Q1 2025
Reduced 92.97%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
72
shares
|
$1,703
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
65
shares
|
$1,537
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
63
shares
|
$1,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
57
shares
|
$1,348
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
56
shares
|
$1,324
0.0% of portfolio
|
Q3 2022
Added 1.82%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
51
shares
|
$1,206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
42
shares
|
$993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
27
shares
|
$638
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
17
shares
|
$402
0.0% of portfolio
|
Q4 2024
Reduced 84.11%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
16
shares
|
$378
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
15
shares
|
$354
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
12
shares
|
$283
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|