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 |
|---|---|---|---|---|---|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
376,866
shares
|
$8.92 Million
1.63% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
367,968
shares
|
$8.71 Million
1.26% of portfolio
|
Q1 2025
Reduced 56.88%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
363,474
shares
|
$8.6 Million
5.96% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
361,674
shares
|
$8.56 Million
3.35% of portfolio
|
Q1 2025
Added 94.22%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
356,202
shares
|
$8.43 Million
6.66% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
350,684
shares
|
$8.3 Million
0.07% of portfolio
|
Q1 2025
Added 44.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
346,872
shares
|
$8.21 Million
0.03% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
343,965
shares
|
$8.14 Million
4.67% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
331,864
shares
|
$7.85 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
329,416
shares
|
$7.79 Million
2.23% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
328,186
shares
|
$7.76 Million
1.45% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
322,098
shares
|
$7.62 Million
0.9% of portfolio
|
Q2 2024
Added 0.94%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
321,537
shares
|
$7.61 Million
5.12% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
318,375
shares
|
$7.53 Million
1.31% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
303,999
shares
|
$7.19 Million
2.42% of portfolio
|
Q1 2025
Added 60.71%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
297,986
shares
|
$7.05 Million
0.13% of portfolio
|
Q4 2024
Added 196.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
290,724
shares
|
$6.88 Million
0.15% of portfolio
|
Q4 2024
Added 221.99%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
288,673
shares
|
$6.83 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
288,574
shares
|
$6.83 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
285,014
shares
|
$6.74 Million
0.34% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
284,870
shares
|
$6.74 Million
1.64% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
276,884
shares
|
$6.55 Million
0.02% of portfolio
|
Q1 2025
Added 19.6%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
273,566
shares
|
$6.47 Million
0.28% of portfolio
|
Q4 2023
Added 2.42%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
271,857
shares
|
$6.43 Million
1.73% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
270,269
shares
|
$6.39 Million
0.53% of portfolio
|
Q1 2025
Added 188.62%
|