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 601 institutions that hold shares in the stock, with a total of 220 Million shares, which have been reported (via 13F filing form) to have a value of $5.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,611
shares
|
$261,879
0.04% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,568
shares
|
$260,818
0.07% of portfolio
|
Q4 2024
Added 199.72%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
10,362
shares
|
$255,734
0.27% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,301
shares
|
$254,228
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,269
shares
|
$253,438
0.0% of portfolio
|
Q3 2024
Added 38.12%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
10,220
shares
|
$252,229
0.04% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,147
shares
|
$250,427
0.01% of portfolio
|
Q2 2024
Reduced 13.62%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
10,100
shares
|
$249,268
0.03% of portfolio
|
Q2 2024
Added 52.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10,074
shares
|
$248,626
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
9,951
shares
|
$245,590
0.15% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,818
shares
|
$242,308
0.04% of portfolio
|
Q2 2022
Added 0.9%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
9,727
shares
|
$240,062
0.01% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
9,695
shares
|
$239,272
0.02% of portfolio
|
Q3 2024
Reduced 52.89%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
9,577
shares
|
$236,360
0.06% of portfolio
|
Q3 2024
Added 23.07%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
9,576
shares
|
$236,335
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
9,542
shares
|
$235,496
0.06% of portfolio
|
Q3 2024
Added 100.93%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
9,499
shares
|
$234,435
0.41% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9,458
shares
|
$233,423
0.48% of portfolio
|
Q3 2024
Reduced 21.27%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
9,405
shares
|
$232,115
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
9,394
shares
|
$231,843
0.44% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,204
shares
|
$227,154
0.56% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
9,126
shares
|
$225,229
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
8,982
shares
|
$221,675
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
8,972
shares
|
$221,428
0.0% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
8,803
shares
|
$217,258
0.01% of portfolio
|
Q4 2024
Added 198.1%
|