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 586 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $9.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
29,415
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2024
Added 20.98%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
29,299
shares
|
$1.01 Million
0.66% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
28,809
shares
|
$990,165
0.0% of portfolio
|
Q3 2024
Added 51.57%
|
|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
28,402
shares
|
$976,176
0.12% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
28,378
shares
|
$975,351
0.05% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
28,230
shares
|
$970,265
0.15% of portfolio
|
Q3 2024
Added 51.65%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
27,347
shares
|
$939,916
0.13% of portfolio
|
Q2 2023
Added 3.63%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
27,100
shares
|
$931,426
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,047
shares
|
$929,605
0.01% of portfolio
|
Q3 2023
Reduced 5.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
26,971
shares
|
$926,993
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
26,324
shares
|
$904,755
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
26,022
shares
|
$894,376
0.18% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
25,543
shares
|
$877,912
0.42% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
25,294
shares
|
$869,354
0.03% of portfolio
|
Q3 2024
Added 16.17%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
25,202
shares
|
$866,192
0.01% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
24,664
shares
|
$847,701
0.0% of portfolio
|
Q3 2024
Added 46.43%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
24,600
shares
|
$845,501
0.35% of portfolio
|
Q4 2024
Added 22.9%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
24,230
shares
|
$832,785
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
24,214
shares
|
$832,235
0.04% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
23,470
shares
|
$806,663
0.14% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
23,313
shares
|
$801,267
0.02% of portfolio
|
Q3 2022
Reduced 60.56%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
23,191
shares
|
$797,074
0.0% of portfolio
|
Q3 2024
Added 14.78%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
23,176
shares
|
$796,559
0.28% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
23,063
shares
|
$792,675
0.01% of portfolio
|
Q4 2024
Added 23.36%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
23,033
shares
|
$791,644
0.5% of portfolio
|
Q3 2024
Added 0.79%
|