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 |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
128,529
shares
|
$3.04 Million
2.31% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
124,417
shares
|
$2.94 Million
0.97% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
123,484
shares
|
$2.92 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
118,186
shares
|
$2.8 Million
1.04% of portfolio
|
Q2 2023
Added 8.39%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
117,801
shares
|
$2.79 Million
0.03% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
117,084
shares
|
$2.77 Million
0.22% of portfolio
|
Q1 2025
Reduced 25.34%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
116,097
shares
|
$2.75 Million
1.21% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
115,815
shares
|
$2.74 Million
0.02% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
115,277
shares
|
$2.73 Million
0.91% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
113,675
shares
|
$2.69 Million
0.34% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
113,046
shares
|
$2.67 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
112,944
shares
|
$2.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
112,795
shares
|
$2.67 Million
0.27% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
111,486
shares
|
$2.64 Million
0.71% of portfolio
|
Q1 2025
Reduced 33.05%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
110,497
shares
|
$2.61 Million
0.27% of portfolio
|
Q3 2023
Reduced 23.4%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
109,413
shares
|
$2.59 Million
1.14% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
108,110
shares
|
$2.56 Million
0.07% of portfolio
|
Q1 2025
Added 16.33%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
107,431
shares
|
$2.54 Million
1.22% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
107,116
shares
|
$2.53 Million
0.65% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
106,750
shares
|
$2.53 Million
0.35% of portfolio
|
Q1 2025
Reduced 35.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,168
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
103,972
shares
|
$2.46 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
102,617
shares
|
$2.43 Million
0.21% of portfolio
|
Q4 2023
Added 7.83%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
101,889
shares
|
$2.41 Million
0.06% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
100,317
shares
|
$2.37 Million
0.68% of portfolio
|
Q1 2025
Added 2.42%
|