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 663 institutions that hold shares in the stock, with a total of 578 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
846,590
shares
|
$19.8 Million
3.06% of portfolio
|
Q4 2024
Added 324.71%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
837,412
shares
|
$19.6 Million
4.69% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
784,183
shares
|
$18.3 Million
1.61% of portfolio
|
Q4 2024
Added 190.28%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
766,515
shares
|
$17.9 Million
4.78% of portfolio
|
Q4 2024
Added 189.82%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
748,908
shares
|
$17.5 Million
4.55% of portfolio
|
Q4 2024
Added 195.82%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
728,599
shares
|
$17 Million
9.14% of portfolio
|
Q4 2024
Added 199.39%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
724,331
shares
|
$16.9 Million
7.25% of portfolio
|
Q4 2024
Added 197.74%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
716,231
shares
|
$16.7 Million
1.86% of portfolio
|
Q4 2024
Added 240.76%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
657,445
shares
|
$15.4 Million
4.26% of portfolio
|
Q4 2024
Added 242.25%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
649,395
shares
|
$15.2 Million
1.97% of portfolio
|
Q4 2024
Added 192.02%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
613,774
shares
|
$14.4 Million
3.68% of portfolio
|
Q4 2024
Added 201.32%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
607,668
shares
|
$14.2 Million
4.52% of portfolio
|
Q4 2024
Added 205.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
605,445
shares
|
$14.2 Million
0.0% of portfolio
|
Q4 2024
Added 200.8%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
604,259
shares
|
$14.1 Million
7.69% of portfolio
|
Q4 2024
New holding
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
594,292
shares
|
$13.9 Million
3.8% of portfolio
|
Q4 2024
Added 205.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
591,771
shares
|
$13.8 Million
0.03% of portfolio
|
Q4 2024
Added 248.94%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
590,517
shares
|
$13.8 Million
0.03% of portfolio
|
Q4 2024
Added 285.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
589,601
shares
|
$13.8 Million
0.17% of portfolio
|
Q4 2024
Added 211.08%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
575,121
shares
|
$13.4 Million
2.97% of portfolio
|
Q4 2024
Added 203.75%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
554,122
shares
|
$13 Million
10.52% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
547,730
shares
|
$12.8 Million
1.23% of portfolio
|
Q4 2024
Added 200.52%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
519,604
shares
|
$12.1 Million
0.41% of portfolio
|
Q4 2024
Added 256.37%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
514,785
shares
|
$12 Million
2.12% of portfolio
|
Q4 2024
Added 218.26%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
497,142
shares
|
$11.6 Million
8.31% of portfolio
|
Q4 2024
Added 189.35%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
486,860
shares
|
$11.4 Million
2.37% of portfolio
|
Q4 2024
Added 199.25%
|