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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
9,572
shares
|
$328,989
0.11% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
9,271
shares
|
$318,644
0.03% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
9,259
shares
|
$318,231
0.01% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
9,246
shares
|
$317,785
0.01% of portfolio
|
Q3 2024
Added 57687.5%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
9,088
shares
|
$312,354
0.12% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
9,031
shares
|
$310,395
0.0% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
9,000
shares
|
$309,330
0.03% of portfolio
|
Q1 2023
Reduced 1.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
8,968
shares
|
$308,230
0.0% of portfolio
|
Q3 2024
Added 51.74%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
8,695
shares
|
$298,847
0.02% of portfolio
|
Q2 2023
Reduced 15.07%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,641
shares
|
$296,991
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
8,578
shares
|
$294,825
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,542
shares
|
$293,588
0.2% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
8,538
shares
|
$293,451
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
8,488
shares
|
$291,732
0.23% of portfolio
|
Q1 2024
Added 41.14%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
8,483
shares
|
$291,560
0.08% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
8,461
shares
|
$290,804
0.01% of portfolio
|
Q2 2024
Added 14.34%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,455
shares
|
$290,598
0.02% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
8,173
shares
|
$280,906
0.03% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
8,015
shares
|
$275,475
0.02% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
8,000
shares
|
$274,960
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
7,960
shares
|
$273,585
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,860
shares
|
$270,148
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,853
shares
|
$269,907
0.01% of portfolio
|
Q4 2024
Added 20.59%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,737
shares
|
$265,920
0.01% of portfolio
|
Q4 2023
Reduced 0.83%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
7,734
shares
|
$265,817
0.01% of portfolio
|
Q3 2024
Reduced 35.5%
|