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 |
|---|---|---|---|---|---|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
266,422
shares
|
$6.3 Million
4.69% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
264,269
shares
|
$6.25 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
264,213
shares
|
$6.25 Million
0.45% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
263,449
shares
|
$6.23 Million
0.25% of portfolio
|
Q1 2025
Added 1243.17%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
260,082
shares
|
$6.15 Million
3.86% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
258,752
shares
|
$6.12 Million
0.01% of portfolio
|
Q1 2025
Added 63.78%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
257,515
shares
|
$6.09 Million
5.01% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
248,825
shares
|
$5.89 Million
3.28% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
242,718
shares
|
$5.74 Million
0.35% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
239,711
shares
|
$5.67 Million
2.94% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
236,865
shares
|
$5.6 Million
1.36% of portfolio
|
Q1 2025
Reduced 20.4%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
231,265
shares
|
$5.47 Million
0.53% of portfolio
|
Q1 2025
Reduced 21.01%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
223,466
shares
|
$5.29 Million
0.03% of portfolio
|
Q1 2025
Added 109.57%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
222,040
shares
|
$5.25 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
220,129
shares
|
$5.21 Million
0.32% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
219,310
shares
|
$5.19 Million
4.37% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
206,337
shares
|
$4.88 Million
0.22% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
196,039
shares
|
$4.64 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
194,881
shares
|
$4.61 Million
1.97% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
192,570
shares
|
$4.56 Million
1.56% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
189,311
shares
|
$4.48 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
189,115
shares
|
$4.47 Million
0.0% of portfolio
|
Q1 2025
Added 37.97%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
188,421
shares
|
$4.46 Million
0.66% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
184,754
shares
|
$4.37 Million
0.03% of portfolio
|
Q1 2025
Added 40.16%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
180,904
shares
|
$4.28 Million
3.62% of portfolio
|
Q3 2024
Added 196.46%
|