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 593 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $4.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
293,169
shares
|
$7.14 Million
0.3% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
282,371
shares
|
$6.88 Million
0.2% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
273,566
shares
|
$6.66 Million
0.28% of portfolio
|
Q4 2023
Added 2.42%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
270,150
shares
|
$6.58 Million
1.72% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
264,482
shares
|
$6.44 Million
4.75% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
253,161
shares
|
$6.16 Million
4.67% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
243,361
shares
|
$5.93 Million
9.08% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
243,280
shares
|
$5.92 Million
7.49% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
242,718
shares
|
$5.91 Million
0.35% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
239,635
shares
|
$5.84 Million
2.69% of portfolio
|
Q3 2024
Added 25.19%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
222,378
shares
|
$5.41 Million
2.01% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
210,187
shares
|
$5.12 Million
1.71% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
204,095
shares
|
$4.97 Million
0.03% of portfolio
|
Q3 2024
Added 178.73%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
203,696
shares
|
$4.96 Million
3.66% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
201,280
shares
|
$4.9 Million
0.0% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
199,334
shares
|
$4.85 Million
2.36% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
198,772
shares
|
$4.84 Million
4.59% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
194,435
shares
|
$4.73 Million
4.03% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
194,255
shares
|
$4.73 Million
3.68% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
192,096
shares
|
$4.68 Million
4.08% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
189,531
shares
|
$4.62 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
189,338
shares
|
$4.61 Million
3.06% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
182,263
shares
|
$4.44 Million
1.24% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
180,904
shares
|
$4.41 Million
3.96% of portfolio
|
Q3 2024
Added 196.46%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Oct 28, 2024 Q3 2024 |
171,814
shares
|
$4.18 Million
8.65% of portfolio
|
Q3 2024
Reduced 0.64%
|