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 594 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $9.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
39,475
shares
|
$1.36 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
39,116
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.96%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
38,876
shares
|
$1.34 Million
0.43% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
38,498
shares
|
$1.33 Million
0.11% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
37,486
shares
|
$1.29 Million
0.53% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
36,786
shares
|
$1.27 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
36,757
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Added 102.33%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
36,675
shares
|
$1.26 Million
0.25% of portfolio
|
Q3 2024
Reduced 13.9%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
35,848
shares
|
$1.24 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
34,846
shares
|
$1.2 Million
0.39% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
34,797
shares
|
$1.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 27.93%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
34,617
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
34,600
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Added 103.52%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
34,253
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
34,151
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
33,753
shares
|
$1.16 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
33,724
shares
|
$1.16 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
33,485
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
33,079
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2022
Added 77.06%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
32,469
shares
|
$1.12 Million
0.29% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
31,726
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
31,700
shares
|
$1.09 Million
0.77% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
31,127
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
Added 28.55%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
30,804
shares
|
$1.06 Million
0.05% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
30,337
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
New holding
|