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 |
|---|---|---|---|---|---|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
93,513
shares
|
$2.19 Million
1.16% of portfolio
|
Q3 2023
Added 8.63%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
92,932
shares
|
$2.17 Million
0.06% of portfolio
|
Q4 2024
Added 269.38%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
92,112
shares
|
$2.15 Million
0.52% of portfolio
|
Q4 2024
Added 201.04%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
89,924
shares
|
$2.1 Million
1.15% of portfolio
|
Q4 2024
Added 50.12%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
89,189
shares
|
$2.09 Million
0.05% of portfolio
|
Q4 2024
Added 203.15%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
87,497
shares
|
$2.05 Million
1.1% of portfolio
|
Q4 2024
Added 319.39%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
86,907
shares
|
$2.03 Million
0.04% of portfolio
|
Q4 2024
Added 260.13%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
85,364
shares
|
$2 Million
0.86% of portfolio
|
Q4 2024
Added 198.71%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
83,733
shares
|
$1.96 Million
0.32% of portfolio
|
Q4 2024
Added 194.23%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
83,183
shares
|
$1.94 Million
0.12% of portfolio
|
Q4 2024
Added 167.64%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
83,116
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Added 211.03%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
79,312
shares
|
$1.85 Million
0.13% of portfolio
|
Q4 2024
Added 203.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
78,885
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
76,972
shares
|
$1.8 Million
0.02% of portfolio
|
Q4 2024
Added 217.59%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
76,846
shares
|
$1.8 Million
0.39% of portfolio
|
Q4 2024
Added 496.82%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
74,010
shares
|
$1.73 Million
1.49% of portfolio
|
Q4 2024
Added 52.78%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
73,446
shares
|
$1.72 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
71,367
shares
|
$1.67 Million
0.93% of portfolio
|
Q4 2024
Added 198.49%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
71,169
shares
|
$1.66 Million
3.4% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
71,148
shares
|
$1.66 Million
0.14% of portfolio
|
Q4 2024
Added 243.44%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
70,358
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Added 310.01%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
70,017
shares
|
$1.64 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
69,649
shares
|
$1.63 Million
0.05% of portfolio
|
Q4 2024
Added 207.73%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
69,379
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Added 220.01%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
68,630
shares
|
$1.6 Million
0.13% of portfolio
|
Q4 2024
Added 200.02%
|