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 $4.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
26,156
shares
|
$649,453
0.13% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
25,159
shares
|
$624,697
0.05% of portfolio
|
Q3 2024
Added 45.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
24,236
shares
|
$601,779
0.02% of portfolio
|
Q3 2024
Added 63.39%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
24,132
shares
|
$599,197
0.04% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
23,909
shares
|
$593,660
1.03% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
23,570
shares
|
$585,243
1.3% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
23,228
shares
|
$576,751
0.03% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,020
shares
|
$571,586
0.05% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
22,875
shares
|
$567,986
0.13% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
22,801
shares
|
$566,148
0.02% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
22,633
shares
|
$561,977
0.06% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
22,204
shares
|
$551,325
0.09% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
21,732
shares
|
$539,605
0.36% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
21,680
shares
|
$538,314
0.01% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,628
shares
|
$537,023
0.02% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
20,951
shares
|
$520,213
0.02% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
20,863
shares
|
$518,028
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
20,718
shares
|
$514,427
1.15% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
20,716
shares
|
$514,378
0.13% of portfolio
|
Q2 2024
Added 7.79%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
20,450
shares
|
$507,773
0.05% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
20,432
shares
|
$507,326
0.18% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
20,348
shares
|
$505,240
0.05% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
20,322
shares
|
$504,595
0.96% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,924
shares
|
$494,712
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
19,797
shares
|
$491,559
0.63% of portfolio
|
Q1 2024
New holding
|