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 |
|---|---|---|---|---|---|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
3,755
shares
|
$88,167
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
3,748
shares
|
$88,003
0.01% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
3,734
shares
|
$87,674
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
3,726
shares
|
$87,486
0.02% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
3,692
shares
|
$86,688
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
3,643
shares
|
$85,537
0.05% of portfolio
|
Q2 2024
Reduced 3.9%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
3,642
shares
|
$85,514
0.06% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
3,619
shares
|
$84,974
0.01% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,617
shares
|
$84,927
0.0% of portfolio
|
Q2 2024
Added 3.73%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,617
shares
|
$84,927
0.0% of portfolio
|
Q3 2024
Added 53.91%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
3,565
shares
|
$83,706
0.06% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
3,544
shares
|
$83,213
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,526
shares
|
$82,790
0.06% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
3,480
shares
|
$81,710
0.0% of portfolio
|
Q3 2024
Reduced 28.47%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
3,454
shares
|
$81,099
0.27% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
3,384
shares
|
$79,456
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
3,376
shares
|
$79,268
0.0% of portfolio
|
Q2 2024
Reduced 50.91%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,350
shares
|
$78,658
0.0% of portfolio
|
Q3 2024
Reduced 27.21%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
3,320
shares
|
$77,953
0.13% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,307
shares
|
$77,648
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
3,280
shares
|
$77,014
0.17% of portfolio
|
Q1 2024
Reduced 3.16%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,261
shares
|
$76,568
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
3,254
shares
|
$76,403
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
3,244
shares
|
$76,169
0.19% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
3,204
shares
|
$75,229
0.2% of portfolio
|
Q3 2024
New holding
|