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 597 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
130,624,355
shares
|
$3.16 Billion
1.82% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,641,312
shares
|
$112 Million
1.01% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
3,196,535
shares
|
$77.3 Million
5.31% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
2,916,821
shares
|
$70.5 Million
11.84% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
2,708,289
shares
|
$65.5 Million
5.63% of portfolio
|
Q4 2024
Added 201.4%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
2,473,879
shares
|
$59.8 Million
5.96% of portfolio
|
Q4 2024
Added 213.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,332,656
shares
|
$56.4 Million
0.04% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
2,073,044
shares
|
$50.1 Million
25.43% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
1,985,873
shares
|
$48 Million
7.45% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,500,693
shares
|
$36.3 Million
18.39% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,481,957
shares
|
$35.8 Million
0.04% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
1,391,443
shares
|
$33.6 Million
7.6% of portfolio
|
Q4 2024
Added 205.49%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
1,370,117
shares
|
$33.1 Million
13.92% of portfolio
|
Q4 2024
Added 210.61%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1,309,618
shares
|
$31.7 Million
8.26% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,269,402
shares
|
$30.7 Million
0.01% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,218,711
shares
|
$29.5 Million
6.14% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,053,701
shares
|
$25.5 Million
0.01% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
1,043,863
shares
|
$25.2 Million
10.72% of portfolio
|
Q4 2024
Added 202.59%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
843,310
shares
|
$20.4 Million
12.88% of portfolio
|
Q3 2024
Added 202.22%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
832,515
shares
|
$20.1 Million
8.54% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
828,850
shares
|
$20 Million
0.13% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
809,774
shares
|
$19.6 Million
11.07% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
766,515
shares
|
$18.5 Million
4.78% of portfolio
|
Q4 2024
Added 189.82%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
749,622
shares
|
$18.1 Million
0.01% of portfolio
|
Q3 2024
Added 21.57%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
716,231
shares
|
$17.3 Million
1.86% of portfolio
|
Q4 2024
Added 240.76%
|