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 638 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
20,298
shares
|
$760,160
0.0% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
20,102
shares
|
$752,819
0.08% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
19,867
shares
|
$744,019
0.05% of portfolio
|
Q3 2023
Reduced 2.26%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
19,784
shares
|
$740,910
0.09% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,764
shares
|
$740,161
0.25% of portfolio
|
Q1 2023
Reduced 5.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
19,757
shares
|
$739,899
0.01% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Feb 10, 2025 Q4 2024 |
19,667
shares
|
$736,529
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
19,614
shares
|
$734,544
0.4% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
19,415
shares
|
$727,091
0.0% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
19,141
shares
|
$716,830
0.0% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
19,036
shares
|
$712,898
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
18,899
shares
|
$707,767
0.05% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
18,612
shares
|
$697,019
0.01% of portfolio
|
Q4 2024
Reduced 46.21%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
18,305
shares
|
$685,522
0.01% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
18,230
shares
|
$682,713
0.26% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
18,175
shares
|
$680,653
0.28% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
18,056
shares
|
$676,197
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Feb 14, 2025 Q4 2024 |
17,953
shares
|
$672,339
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,683
shares
|
$662,228
0.34% of portfolio
|
Q1 2024
Added 41.99%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
17,516
shares
|
$655,974
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
17,378
shares
|
$650,806
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
17,275
shares
|
$646,948
0.02% of portfolio
|
Q4 2024
Reduced 17.86%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
17,253
shares
|
$646,124
0.19% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
17,166
shares
|
$642,866
0.17% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
17,004
shares
|
$636,799
0.12% of portfolio
|
Q4 2024
New holding
|