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 |
|---|---|---|---|---|---|
|
Urban Financial Advisory Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
482,827
shares
|
$11.3 Million
6.28% of portfolio
|
Q4 2024
Added 222.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
480,761
shares
|
$11.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
446,423
shares
|
$10.4 Million
8.76% of portfolio
|
Q4 2024
Added 199.54%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
445,658
shares
|
$10.4 Million
2.78% of portfolio
|
Q4 2024
Added 129.42%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
441,944
shares
|
$10.3 Million
0.12% of portfolio
|
Q4 2024
Added 205.97%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
434,268
shares
|
$10.2 Million
6.96% of portfolio
|
Q4 2024
Added 203.56%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
433,351
shares
|
$10.1 Million
0.58% of portfolio
|
Q4 2024
Added 197.35%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
427,886
shares
|
$10 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
426,857
shares
|
$9.98 Million
0.73% of portfolio
|
Q4 2024
Added 262.67%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
411,466
shares
|
$9.62 Million
0.44% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
411,384
shares
|
$9.62 Million
0.39% of portfolio
|
Q4 2024
Added 214.55%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
408,425
shares
|
$9.55 Million
6.82% of portfolio
|
Q4 2024
Added 196.31%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
397,427
shares
|
$9.29 Million
3.57% of portfolio
|
Q4 2024
Added 192.63%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
395,997
shares
|
$9.26 Million
5.01% of portfolio
|
Q4 2024
Added 177.15%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
387,494
shares
|
$9.06 Million
2.15% of portfolio
|
Q4 2024
Added 197.49%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
383,334
shares
|
$8.96 Million
5.11% of portfolio
|
Q4 2024
Added 187.06%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
370,270
shares
|
$8.66 Million
0.07% of portfolio
|
Q4 2024
Added 250.96%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
366,481
shares
|
$8.57 Million
5.98% of portfolio
|
Q4 2024
Added 197.95%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
363,149
shares
|
$8.49 Million
5.63% of portfolio
|
Q4 2024
Added 211.35%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
347,584
shares
|
$8.13 Million
1.48% of portfolio
|
Q4 2024
Added 217.76%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
345,949
shares
|
$8.09 Million
2.28% of portfolio
|
Q4 2024
Added 230.07%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
345,093
shares
|
$8.07 Million
6.63% of portfolio
|
Q4 2024
Added 205.67%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
344,895
shares
|
$8.06 Million
4.84% of portfolio
|
Q4 2024
Added 228.59%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
338,780
shares
|
$7.92 Million
1.42% of portfolio
|
Q4 2024
Added 211.21%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
338,303
shares
|
$7.91 Million
1.24% of portfolio
|
Q4 2024
Added 6.47%
|