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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
3,180
shares
|
$74,666
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,169
shares
|
$74,408
0.0% of portfolio
|
Q3 2024
Reduced 75.73%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,169
shares
|
$74,408
0.0% of portfolio
|
Q3 2024
Added 122.7%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
3,157
shares
|
$74,126
0.02% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,146
shares
|
$73,868
0.0% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
3,145
shares
|
$73,844
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
3,135
shares
|
$73,609
0.04% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
3,099
shares
|
$72,764
0.01% of portfolio
|
Q2 2024
Reduced 64.73%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,084
shares
|
$72,412
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
3,042
shares
|
$71,426
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
2,998
shares
|
$70,393
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
2,994
shares
|
$70,299
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
2,961
shares
|
$69,524
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
2,957
shares
|
$69,430
0.07% of portfolio
|
Q3 2024
Added 49.04%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
2,953
shares
|
$69,336
0.01% of portfolio
|
Q3 2024
Reduced 14.63%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
2,919
shares
|
$68,538
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
2,891
shares
|
$67,880
0.02% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
2,888
shares
|
$67,810
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
2,866
shares
|
$67,293
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
2,827
shares
|
$66,377
0.06% of portfolio
|
Q3 2024
Reduced 62.87%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
2,813
shares
|
$66,049
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
2,798
shares
|
$65,697
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
2,794
shares
|
$65,603
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
2,770
shares
|
$65,039
0.01% of portfolio
|
Q3 2024
Reduced 16.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,603
shares
|
$61,118
0.01% of portfolio
|
Q3 2024
Reduced 49.8%
|