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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
334,418
shares
|
$7.82 Million
0.19% of portfolio
|
Q4 2024
Added 218.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
333,983
shares
|
$7.81 Million
0.03% of portfolio
|
Q4 2024
Added 249.56%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
322,098
shares
|
$7.53 Million
0.9% of portfolio
|
Q2 2024
Added 0.94%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
313,653
shares
|
$7.33 Million
3.86% of portfolio
|
Q4 2024
Added 276.86%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
312,165
shares
|
$7.3 Million
0.62% of portfolio
|
Q4 2024
Added 119.75%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
312,121
shares
|
$7.3 Million
1.15% of portfolio
|
Q4 2024
Added 214.97%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
298,898
shares
|
$6.99 Million
2.04% of portfolio
|
Q4 2024
Added 170.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
297,986
shares
|
$6.97 Million
0.13% of portfolio
|
Q4 2024
Added 196.88%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
297,584
shares
|
$6.96 Million
1.92% of portfolio
|
Q4 2024
Added 245.11%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
297,055
shares
|
$6.95 Million
0.1% of portfolio
|
Q4 2024
Added 223.7%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
293,164
shares
|
$6.85 Million
0.15% of portfolio
|
Q4 2024
Added 190.79%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
292,791
shares
|
$6.85 Million
0.78% of portfolio
|
Q4 2024
Added 236.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
290,724
shares
|
$6.8 Million
0.16% of portfolio
|
Q4 2024
Added 221.99%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
283,744
shares
|
$6.63 Million
1.79% of portfolio
|
Q4 2024
Added 202.29%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
281,919
shares
|
$6.59 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
277,346
shares
|
$6.48 Million
0.33% of portfolio
|
Q4 2024
Added 197.21%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
273,566
shares
|
$6.4 Million
0.28% of portfolio
|
Q4 2023
Added 2.42%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
269,881
shares
|
$6.31 Million
0.42% of portfolio
|
Q4 2024
Added 182.62%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
266,379
shares
|
$6.23 Million
5.42% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
263,384
shares
|
$6.16 Million
4.35% of portfolio
|
Q4 2024
Added 204.47%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
260,493
shares
|
$6.09 Million
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
242,718
shares
|
$5.67 Million
0.35% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
242,035
shares
|
$5.66 Million
0.06% of portfolio
|
Q4 2024
Added 271.78%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
237,235
shares
|
$5.55 Million
3.28% of portfolio
|
Q4 2024
Added 196.27%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
236,756
shares
|
$5.54 Million
4.15% of portfolio
|
Q4 2024
Added 240.97%
|