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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,562
shares
|
$60,155
0.02% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,528
shares
|
$59,357
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
2,393
shares
|
$56,187
0.05% of portfolio
|
Q3 2024
Added 1443.87%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
2,320
shares
|
$54,473
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
2,303
shares
|
$54,074
0.02% of portfolio
|
Q3 2024
Added 28.59%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,283
shares
|
$53,604
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,036
shares
|
$47,805
0.01% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
1,986
shares
|
$46,631
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,900
shares
|
$44,612
0.05% of portfolio
|
Q2 2023
Added 322.22%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,889
shares
|
$44,353
0.05% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
1,796
shares
|
$42,170
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,775
shares
|
$41,677
0.01% of portfolio
|
Q1 2024
Reduced 2.53%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,767
shares
|
$41,489
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
1,731
shares
|
$40,643
0.01% of portfolio
|
Q4 2024
Added 201.04%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
1,562
shares
|
$36,675
0.02% of portfolio
|
Q3 2024
Added 824.26%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
1,556
shares
|
$36,534
0.03% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,531
shares
|
$35,947
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,530
shares
|
$35,924
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,454
shares
|
$34,139
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,420
shares
|
$33,341
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,399
shares
|
$32,848
0.0% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,327
shares
|
$31,157
0.0% of portfolio
|
Q2 2020
Added 34.64%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,320
shares
|
$30,993
0.0% of portfolio
|
Q3 2024
Reduced 22.17%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
1,295
shares
|
$30,406
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,277
shares
|
$29,983
0.01% of portfolio
|
Q4 2022
Added 57.46%
|