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 593 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $4.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
116,638
shares
|
$2.85 Million
5.68% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
112,897
shares
|
$2.75 Million
6.29% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
110,568
shares
|
$2.7 Million
2.32% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
110,497
shares
|
$2.7 Million
0.27% of portfolio
|
Q3 2023
Reduced 23.4%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
109,387
shares
|
$2.67 Million
1.38% of portfolio
|
Q3 2024
Added 17.25%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
108,859
shares
|
$2.66 Million
1.35% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,168
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
105,503
shares
|
$2.57 Million
0.07% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
104,997
shares
|
$2.56 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
104,962
shares
|
$2.56 Million
4.09% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
104,812
shares
|
$2.56 Million
2.14% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
102,617
shares
|
$2.5 Million
0.21% of portfolio
|
Q4 2023
Added 7.83%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
100,818
shares
|
$2.46 Million
0.16% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
99,094
shares
|
$2.42 Million
1.18% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,665
shares
|
$2.38 Million
0.2% of portfolio
|
Q3 2022
Added 2.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
95,543
shares
|
$2.33 Million
0.02% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
95,491
shares
|
$2.33 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
93,864
shares
|
$2.29 Million
1.95% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
93,641
shares
|
$2.28 Million
0.78% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
93,513
shares
|
$2.28 Million
1.16% of portfolio
|
Q3 2023
Added 8.63%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
93,317
shares
|
$2.28 Million
0.34% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
90,291
shares
|
$2.2 Million
0.16% of portfolio
|
Q3 2024
Added 15.55%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
89,280
shares
|
$2.18 Million
0.09% of portfolio
|
Q2 2024
Added 4.86%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
87,048
shares
|
$2.12 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
86,831
shares
|
$2.12 Million
0.49% of portfolio
|
Q3 2024
Added 2.31%
|