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 |
|---|---|---|---|---|---|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
11,615
shares
|
$399,207
0.31% of portfolio
|
Q3 2023
Reduced 2.65%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
11,604
shares
|
$398,829
0.23% of portfolio
|
Q4 2024
Reduced 30.75%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
11,405
shares
|
$391,989
0.1% of portfolio
|
Q4 2024
Added 61.84%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
11,382
shares
|
$391,199
0.12% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
11,164
shares
|
$383,706
0.01% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
11,150
shares
|
$383,225
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
11,000
shares
|
$378,070
0.04% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
10,958
shares
|
$376,626
0.02% of portfolio
|
Q3 2024
Reduced 22.69%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
10,956
shares
|
$376,557
0.21% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
10,907
shares
|
$374,873
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
10,866
shares
|
$373,464
0.27% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,856
shares
|
$373,120
0.07% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
10,770
shares
|
$370,164
0.0% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
10,729
shares
|
$368,755
0.0% of portfolio
|
Q3 2024
Added 70.9%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,668
shares
|
$366,659
0.31% of portfolio
|
Q1 2023
Reduced 17.67%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
10,649
shares
|
$366,006
0.01% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
10,621
shares
|
$365,043
0.01% of portfolio
|
Q3 2024
Reduced 14.66%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
10,442
shares
|
$358,891
0.06% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
10,325
shares
|
$354,870
0.0% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
10,256
shares
|
$352,498
0.02% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
10,242
shares
|
$352,017
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
10,211
shares
|
$350,952
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
9,983
shares
|
$343,115
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
9,693
shares
|
$333,148
0.02% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
9,653
shares
|
$331,773
0.0% of portfolio
|
Q3 2024
Reduced 0.81%
|