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 658 institutions that hold shares in the stock, with a total of 578 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
177
shares
|
$4,426
0.0% of portfolio
|
Q4 2021
Reduced 15.71%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
177
shares
|
$4,426
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
172
shares
|
$4,301
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
168
shares
|
$4,201
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
162
shares
|
$4,051
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
162
shares
|
$4,051
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
156
shares
|
$3,901
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
144
shares
|
$3,601
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
142
shares
|
$3,551
0.0% of portfolio
|
Q4 2024
Added 162.96%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
138
shares
|
$3,451
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
119
shares
|
$2,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
117
shares
|
$2,926
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
116
shares
|
$2,901
0.0% of portfolio
|
Q4 2024
Added 136.73%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
114
shares
|
$2,851
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
95
shares
|
$2,375
0.0% of portfolio
|
Q4 2024
Added 206.45%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
94
shares
|
$2,350
0.0% of portfolio
|
Q4 2024
Added 193.75%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
87
shares
|
$2,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
86
shares
|
$2,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
72
shares
|
$1,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
70
shares
|
$1,750
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
63
shares
|
$1,575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
57
shares
|
$1,425
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
56
shares
|
$1,400
0.0% of portfolio
|
Q3 2022
Added 1.82%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
54
shares
|
$1,350
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
51
shares
|
$1,275
0.0% of portfolio
|
Q4 2024
New holding
|