Schwab Fundamental U S Large C FNDX
Institutional shares held
619 Million
0
calls
0
puts
Total value of holdings
$16.1B
$0
calls
$0
puts
# of Institutions
725
We take great care to ensure that the data presented and summarized in this overview for SCHWAB FUNDAMENTAL U S LARGE C is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding FNDX
View all-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$223 Million27.32% of portfolio
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Mc Adam, LLC8.27MShares$215 Million11.31% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio
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Signature Estate & Investment Advisors LLC7.82MShares$204 Million4.55% of portfolio
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Envestnet Asset Management Inc6.39MShares$167 Million0.05% of portfolio
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Steele Capital Management, Inc. Dubuque, IA6.06MShares$158 Million7.14% of portfolio
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Northwest Bancshares, Inc. Warren, PA5.84MShares$152 Million25.44% of portfolio
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Morgan Stanley New York, NY4.72MShares$123 Million0.01% of portfolio