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 596 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 $4.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
86,831
shares
|
$2.18 Million
0.49% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
86,507
shares
|
$2.17 Million
4.62% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
86,229
shares
|
$2.17 Million
2.23% of portfolio
|
Q3 2024
Added 30.43%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
83,229
shares
|
$2.09 Million
3.16% of portfolio
|
Q3 2024
Added 16.5%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
80,075
shares
|
$2.01 Million
3.42% of portfolio
|
Q3 2024
Added 13.63%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
73,965
shares
|
$1.86 Million
2.67% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
69,437
shares
|
$1.74 Million
3.89% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
68,199
shares
|
$1.71 Million
4.37% of portfolio
|
Q3 2023
Added 1.36%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
68,133
shares
|
$1.71 Million
2.33% of portfolio
|
Q3 2024
Added 93.57%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
67,495
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
Added 105.19%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
67,471
shares
|
$1.69 Million
1.33% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
67,285
shares
|
$1.69 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
66,917
shares
|
$1.68 Million
0.23% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
65,609
shares
|
$1.65 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
65,470
shares
|
$1.64 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
65,102
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
Added 30.29%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
64,252
shares
|
$1.61 Million
1.31% of portfolio
|
Q3 2024
Added 458.96%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
63,025
shares
|
$1.58 Million
1.19% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
62,946
shares
|
$1.58 Million
0.41% of portfolio
|
Q3 2024
Added 96.69%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
62,872
shares
|
$1.58 Million
1.37% of portfolio
|
Q3 2024
Reduced 18.19%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
62,521
shares
|
$1.57 Million
0.29% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
59,903
shares
|
$1.5 Million
2.3% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
57,962
shares
|
$1.46 Million
0.6% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
56,446
shares
|
$1.42 Million
1.04% of portfolio
|
Q3 2024
Added 33.41%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
55,605
shares
|
$1.4 Million
0.78% of portfolio
|
Q2 2024
Added 1.13%
|