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 663 institutions that hold shares in the stock, with a total of 578 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
114,409
shares
|
$2.67 Million
1.24% of portfolio
|
Q4 2024
Added 247.16%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
112,659
shares
|
$2.63 Million
0.34% of portfolio
|
Q4 2024
Added 197.58%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
111,166
shares
|
$2.6 Million
0.32% of portfolio
|
Q4 2024
Added 255.39%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
110,943
shares
|
$2.59 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
110,497
shares
|
$2.58 Million
0.27% of portfolio
|
Q3 2023
Reduced 23.4%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
108,645
shares
|
$2.54 Million
0.02% of portfolio
|
Q4 2024
Added 218.8%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
106,633
shares
|
$2.49 Million
0.03% of portfolio
|
Q4 2024
Added 200.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,168
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
104,059
shares
|
$2.43 Million
0.06% of portfolio
|
Q4 2024
Added 204.53%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
102,817
shares
|
$2.4 Million
0.23% of portfolio
|
Q4 2024
Added 198.72%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
102,617
shares
|
$2.4 Million
0.21% of portfolio
|
Q4 2023
Added 7.83%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
100,370
shares
|
$2.35 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
99,471
shares
|
$2.33 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
97,949
shares
|
$2.29 Million
0.65% of portfolio
|
Q4 2024
Added 195.4%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
97,938
shares
|
$2.29 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,665
shares
|
$2.28 Million
0.2% of portfolio
|
Q3 2022
Added 2.91%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
97,538
shares
|
$2.28 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
97,529
shares
|
$2.28 Million
0.06% of portfolio
|
Q4 2024
Added 220.34%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
95,222
shares
|
$2.23 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
95,032
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Added 210.12%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
94,680
shares
|
$2.21 Million
2.1% of portfolio
|
Q4 2024
Added 230.32%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
94,631
shares
|
$2.21 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
94,233
shares
|
$2.2 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
93,641
shares
|
$2.19 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
93,638
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Added 2488.83%
|