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 |
|---|---|---|---|---|---|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
910,560
shares
|
$21.5 Million
8.36% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
859,484
shares
|
$20.3 Million
3.19% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
827,387
shares
|
$19.6 Million
4.48% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
811,340
shares
|
$19.2 Million
4.7% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
782,907
shares
|
$18.5 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
768,194
shares
|
$18.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 42.74%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
768,125
shares
|
$18.2 Million
4.93% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
749,425
shares
|
$17.7 Million
8.88% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
745,779
shares
|
$17.6 Million
2.02% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
728,237
shares
|
$17.2 Million
7.43% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
720,890
shares
|
$17.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 38.59%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
718,977
shares
|
$17 Million
4.22% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
710,517
shares
|
$16.8 Million
0.41% of portfolio
|
Q1 2025
Added 204.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
678,275
shares
|
$16 Million
0.0% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
659,065
shares
|
$15.6 Million
2.18% of portfolio
|
Q1 2025
Reduced 32.47%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
648,230
shares
|
$15.3 Million
1.96% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
639,890
shares
|
$15.1 Million
3.75% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
May 14, 2025 Q1 2025 |
629,248
shares
|
$14.9 Million
7.76% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
625,320
shares
|
$14.8 Million
0.23% of portfolio
|
Q1 2025
Added 46.14%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
604,197
shares
|
$14.3 Million
3.0% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
595,702
shares
|
$14.1 Million
4.37% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
593,076
shares
|
$14 Million
3.77% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
591,456
shares
|
$14 Million
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Envision Financial LLC
Brookfield, WI |
Apr 22, 2025 Q1 2025 |
590,479
shares
|
$14 Million
10.5% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
561,241
shares
|
$13.3 Million
1.27% of portfolio
|
Q1 2025
Added 2.47%
|