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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
7,168
shares
|
$176,906
0.04% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
7,167
shares
|
$176,881
0.36% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
7,135
shares
|
$176,091
0.01% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7,115
shares
|
$175,598
0.09% of portfolio
|
Q3 2023
Reduced 3.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
7,107
shares
|
$175,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
7,029
shares
|
$173,475
0.39% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
6,915
shares
|
$170,662
0.0% of portfolio
|
Q3 2024
Added 60.14%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
6,797
shares
|
$167,749
0.02% of portfolio
|
Q2 2020
Reduced 44.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,740
shares
|
$166,343
0.08% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,727
shares
|
$166,022
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,564
shares
|
$161,999
0.03% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
6,512
shares
|
$160,716
0.02% of portfolio
|
Q3 2023
Reduced 6.09%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
6,492
shares
|
$160,222
0.1% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
6,373
shares
|
$157,285
0.27% of portfolio
|
Q3 2024
Added 23.44%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
6,362
shares
|
$157,014
0.09% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
6,333
shares
|
$156,298
0.09% of portfolio
|
Q3 2024
Added 18.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
6,327
shares
|
$156,150
0.01% of portfolio
|
Q3 2024
Added 65.93%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,233
shares
|
$153,830
0.02% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
6,221
shares
|
$153,534
0.02% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
6,174
shares
|
$152,374
0.14% of portfolio
|
Q3 2022
Added 49.82%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
6,160
shares
|
$152,028
0.0% of portfolio
|
Q3 2024
Reduced 17.57%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,080
shares
|
$150,054
0.02% of portfolio
|
Q3 2022
Added 14.63%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
6,019
shares
|
$148,548
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,001
shares
|
$148,104
0.0% of portfolio
|
Q2 2024
Reduced 62.25%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,985
shares
|
$147,709
0.01% of portfolio
|
Q3 2024
Added 49.44%
|