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 |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
4,472
shares
|
$105,002
0.03% of portfolio
|
Q3 2024
Added 17.78%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
4,466
shares
|
$104,861
0.07% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,429
shares
|
$103,992
0.07% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,418
shares
|
$103,734
0.0% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
4,402
shares
|
$103,358
0.0% of portfolio
|
Q3 2024
Added 37.82%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,400
shares
|
$103,312
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
4,400
shares
|
$103,312
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
4,387
shares
|
$103,006
0.2% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
4,381
shares
|
$102,865
0.03% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
4,352
shares
|
$102,184
0.01% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
4,339
shares
|
$101,879
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,329
shares
|
$101,644
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
4,240
shares
|
$99,555
0.03% of portfolio
|
Q3 2024
Added 20.11%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,206
shares
|
$98,756
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,200
shares
|
$98,616
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,129
shares
|
$96,948
0.0% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,121
shares
|
$96,761
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
4,067
shares
|
$95,493
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,050
shares
|
$95,094
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,042
shares
|
$94,906
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
4,008
shares
|
$94,107
0.28% of portfolio
|
Q4 2023
Reduced 1.81%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
3,974
shares
|
$93,309
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,824
shares
|
$89,787
0.12% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
3,822
shares
|
$89,740
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,806
shares
|
$89,364
0.0% of portfolio
|
Q4 2022
New holding
|