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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
180,533
shares
|
$4.27 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
177,103
shares
|
$4.19 Million
1.13% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
171,783
shares
|
$4.06 Million
0.64% of portfolio
|
Q1 2025
Reduced 49.22%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
169,329
shares
|
$4.01 Million
3.01% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
166,634
shares
|
$3.94 Million
2.59% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
157,373
shares
|
$3.72 Million
0.04% of portfolio
|
Q1 2025
Added 14.8%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
154,374
shares
|
$3.65 Million
0.58% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
154,104
shares
|
$3.65 Million
0.02% of portfolio
|
Q1 2025
Added 64.57%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
152,539
shares
|
$3.61 Million
0.05% of portfolio
|
Q1 2025
Reduced 13.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
152,142
shares
|
$3.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
150,559
shares
|
$3.56 Million
1.5% of portfolio
|
Q1 2025
Added 51.36%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
148,084
shares
|
$3.5 Million
0.04% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
143,518
shares
|
$3.4 Million
1.11% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
142,682
shares
|
$3.38 Million
5.87% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
141,953
shares
|
$3.36 Million
0.67% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
139,421
shares
|
$3.3 Million
0.1% of portfolio
|
Q4 2024
Added 229.71%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
136,159
shares
|
$3.22 Million
0.03% of portfolio
|
Q1 2025
Added 63.82%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
132,676
shares
|
$3.14 Million
2.77% of portfolio
|
Q1 2025
Added 39.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
132,516
shares
|
$3.14 Million
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
132,432
shares
|
$3.13 Million
3.6% of portfolio
|
Q1 2025
Added 19.37%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
132,044
shares
|
$3.12 Million
0.03% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
131,421
shares
|
$3.11 Million
0.13% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
130,164
shares
|
$3.08 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
129,506
shares
|
$3.06 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
129,264
shares
|
$3.06 Million
1.3% of portfolio
|
Q1 2025
Added 12.98%
|