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 195 Million shares, which have been reported (via 13F filing form) to have a value of $4.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,231
shares
|
$287,183
0.35% of portfolio
|
Q3 2024
Added 17.26%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12,223
shares
|
$286,996
0.06% of portfolio
|
Q4 2024
Added 201.43%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
11,996
shares
|
$281,666
0.16% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
11,931
shares
|
$280,139
0.04% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
11,919
shares
|
$279,858
0.32% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
11,857
shares
|
$278,402
0.05% of portfolio
|
Q1 2024
Added 3.57%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,815
shares
|
$277,416
0.02% of portfolio
|
Q3 2024
Added 66.27%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
11,715
shares
|
$275,068
0.6% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
11,685
shares
|
$274,363
0.04% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
11,567
shares
|
$271,593
0.2% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
11,216
shares
|
$263,351
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,206
shares
|
$263,116
0.05% of portfolio
|
Q3 2022
Added 22.27%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
10,997
shares
|
$258,209
0.03% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
10,741
shares
|
$252,198
0.03% of portfolio
|
Q4 2023
Added 33.88%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,611
shares
|
$249,146
0.04% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
10,313
shares
|
$242,149
0.24% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,269
shares
|
$241,116
0.0% of portfolio
|
Q3 2024
Added 38.12%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
10,220
shares
|
$239,965
0.04% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,147
shares
|
$238,251
0.01% of portfolio
|
Q2 2024
Reduced 13.62%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
10,100
shares
|
$237,148
0.03% of portfolio
|
Q2 2024
Added 52.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10,074
shares
|
$236,537
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
9,951
shares
|
$233,649
0.15% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
9,936
shares
|
$233,297
0.02% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
9,871
shares
|
$231,771
0.2% of portfolio
|
Q3 2024
Reduced 94.49%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,818
shares
|
$230,526
0.04% of portfolio
|
Q2 2022
Added 0.9%
|