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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,228
shares
|
$28,833
0.01% of portfolio
|
Q3 2024
Added 526.53%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,197
shares
|
$28,105
0.01% of portfolio
|
Q1 2023
Reduced 73.02%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,120
shares
|
$26,297
0.01% of portfolio
|
Q2 2021
Added 12.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
1,073
shares
|
$25,194
0.03% of portfolio
|
Q2 2024
Reduced 18.59%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,011
shares
|
$23,738
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
1,002
shares
|
$23,526
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
987
shares
|
$23,174
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
969
shares
|
$22,752
0.0% of portfolio
|
Q2 2024
Reduced 42.32%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
963
shares
|
$22,611
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
907
shares
|
$21,296
0.0% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
857
shares
|
$20,122
0.01% of portfolio
|
Q4 2024
Added 200.7%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
851
shares
|
$19,981
0.0% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
841
shares
|
$19,746
0.01% of portfolio
|
Q3 2024
Reduced 34.45%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
830
shares
|
$19,488
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
798
shares
|
$18,737
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
794
shares
|
$18,643
0.01% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
713
shares
|
$16,741
0.01% of portfolio
|
Q1 2024
Reduced 5.94%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
709
shares
|
$16,647
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
697
shares
|
$16,365
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
596
shares
|
$13,994
0.02% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
592
shares
|
$13,900
0.02% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
496
shares
|
$11,646
0.0% of portfolio
|
Q3 2024
Reduced 65.86%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
457
shares
|
$10,730
0.0% of portfolio
|
Q3 2024
Added 30.2%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
451
shares
|
$10,589
0.01% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
451
shares
|
$10,589
0.02% of portfolio
|
Q3 2024
New holding
|