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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
547,174
shares
|
$12.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
542,336
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
541,118
shares
|
$12.8 Million
2.23% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
510,606
shares
|
$12.1 Million
6.66% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
499,713
shares
|
$11.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
495,490
shares
|
$11.7 Million
8.32% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
493,947
shares
|
$11.7 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
481,186
shares
|
$11.4 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
480,476
shares
|
$11.4 Million
2.34% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
479,558
shares
|
$11.3 Million
6.82% of portfolio
|
Q1 2025
Added 39.04%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
472,765
shares
|
$11.2 Million
0.85% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Northland Capital Management LLC
|
Apr 23, 2025 Q1 2025 |
449,350
shares
|
$10.6 Million
7.96% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
448,600
shares
|
$10.6 Million
2.84% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
440,841
shares
|
$10.4 Million
6.99% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
438,218
shares
|
$10.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
429,272
shares
|
$10.2 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
425,203
shares
|
$10.1 Million
2.5% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
409,620
shares
|
$9.69 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
408,307
shares
|
$9.66 Million
3.62% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Apr 25, 2025 Q1 2025 |
397,878
shares
|
$9.41 Million
8.64% of portfolio
|
Q1 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
395,465
shares
|
$9.36 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
391,819
shares
|
$9.27 Million
4.79% of portfolio
|
Q1 2025
Added 24.92%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
385,869
shares
|
$9.13 Million
6.69% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
383,879
shares
|
$9.08 Million
1.89% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
379,204
shares
|
$8.97 Million
0.07% of portfolio
|
Q1 2025
Added 2.41%
|