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 |
|---|---|---|---|---|---|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
53,114
shares
|
$1.3 Million
1.39% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
53,006
shares
|
$1.29 Million
0.3% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
49,382
shares
|
$1.2 Million
1.12% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
48,654
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2024
Added 66.74%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
48,442
shares
|
$1.18 Million
1.8% of portfolio
|
Q3 2024
Added 100.01%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
46,919
shares
|
$1.14 Million
0.12% of portfolio
|
Q3 2024
Added 192.9%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
46,703
shares
|
$1.14 Million
0.53% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
45,868
shares
|
$1.12 Million
0.32% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
45,323
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Added 96.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
44,368
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
44,152
shares
|
$1.08 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
44,019
shares
|
$1.07 Million
1.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
43,669
shares
|
$1.07 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
43,220
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,970
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
42,429
shares
|
$1.04 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
42,421
shares
|
$1.04 Million
0.56% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
42,286
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
41,846
shares
|
$1.02 Million
2.33% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
39,951
shares
|
$974,804
1.12% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
39,820
shares
|
$971,608
0.96% of portfolio
|
Q1 2024
Reduced 97.51%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
39,542
shares
|
$964,824
0.03% of portfolio
|
Q3 2024
Added 28.95%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
39,258
shares
|
$957,895
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
38,421
shares
|
$937,472
0.94% of portfolio
|
Q3 2023
Added 64.15%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
37,858
shares
|
$923,735
0.33% of portfolio
|
Q3 2024
Added 1.06%
|