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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
445
shares
|
$10,448
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
412
shares
|
$9,673
0.0% of portfolio
|
Q2 2024
Reduced 6.79%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
385
shares
|
$9,039
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
370
shares
|
$8,687
0.0% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
364
shares
|
$8,546
0.0% of portfolio
|
Q2 2024
Reduced 6.91%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
342
shares
|
$8,030
0.0% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
339
shares
|
$7,959
0.01% of portfolio
|
Q1 2024
Reduced 32.87%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
279
shares
|
$6,550
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
276
shares
|
$6,480
0.0% of portfolio
|
Q3 2024
Added 384.21%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
274
shares
|
$6,433
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
265
shares
|
$6,222
0.01% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
261
shares
|
$6,128
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
250
shares
|
$5,870
0.0% of portfolio
|
Q1 2022
Reduced 44.69%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
244
shares
|
$5,729
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
240
shares
|
$5,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
233
shares
|
$5,470
0.01% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
215
shares
|
$5,048
0.0% of portfolio
|
Q2 2022
Reduced 98.85%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
207
shares
|
$4,860
0.0% of portfolio
|
Q3 2024
Added 283.33%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
201
shares
|
$4,719
0.0% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
200
shares
|
$4,696
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
184
shares
|
$4,320
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
179
shares
|
$4,202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
177
shares
|
$4,155
0.0% of portfolio
|
Q4 2021
Reduced 15.71%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
172
shares
|
$4,038
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
163
shares
|
$3,827
0.0% of portfolio
|
Q2 2024
New holding
|