Institutional Ownership Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF). We have compiled data on the 657 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
148,029,946
shares
|
$5.51 Billion
0.93% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
16,157,846
shares
|
$601 Million
1.2% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
11,190,824
shares
|
$417 Million
2.75% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,247,044
shares
|
$233 Million
0.01% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,122,082
shares
|
$228 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,871,144
shares
|
$219 Million
0.02% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
5,785,140
shares
|
$215 Million
0.23% of portfolio
|
Q1 2023
Reduced -0.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,591,191
shares
|
$171 Million
0.13% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,036,274
shares
|
$150 Million
0.04% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
3,145,890
shares
|
$117 Million
9.71% of portfolio
|
Q3 2022
Added 4.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,128,150
shares
|
$116 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
2,592,229
shares
|
$96.5 Million
5.6% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,179,337
shares
|
$81.1 Million
0.14% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,828,746
shares
|
$68.1 Million
4.9% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,731,284
shares
|
$64.4 Million
0.03% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,670,220
shares
|
$62.2 Million
0.97% of portfolio
|
Q4 2022
Reduced 19.22%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
1,501,341
shares
|
$55.9 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
1,494,664
shares
|
$55.6 Million
0.31% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
1,454,261
shares
|
$54.1 Million
16.34% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,398,148
shares
|
$52 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
1,354,253
shares
|
$50.4 Million
9.02% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,342,999
shares
|
$50 Million
0.02% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
1,264,663
shares
|
$47.1 Million
2.71% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
1,139,975
shares
|
$42.4 Million
5.13% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,093,233
shares
|
$40.7 Million
0.08% of portfolio
|
Q1 2025
Added 24.5%
|