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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
5,407
shares
|
$185,838
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
5,175
shares
|
$177,864
0.01% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
5,154
shares
|
$177,142
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
5,064
shares
|
$174,049
0.05% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
4,945
shares
|
$169,959
0.02% of portfolio
|
Q3 2024
Reduced 39.8%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
4,616
shares
|
$158,651
0.01% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
4,440
shares
|
$152,602
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,350
shares
|
$149,509
0.01% of portfolio
|
Q2 2023
Added 0.12%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,213
shares
|
$144,800
0.01% of portfolio
|
Q2 2024
Reduced 13.13%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,040
shares
|
$138,854
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,771
shares
|
$129,609
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,715
shares
|
$127,684
0.01% of portfolio
|
Q3 2022
Added 102.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,501
shares
|
$120,329
0.0% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
3,468
shares
|
$119,195
0.03% of portfolio
|
Q3 2024
Added 1208.68%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
3,344
shares
|
$114,933
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
3,231
shares
|
$111,049
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
3,080
shares
|
$105,859
0.02% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,750
shares
|
$94,517
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
2,745
shares
|
$94,345
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
2,320
shares
|
$79,738
0.02% of portfolio
|
Q3 2024
Reduced 87.05%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
2,290
shares
|
$78,707
0.02% of portfolio
|
Q3 2024
Reduced 91.08%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,857
shares
|
$63,825
0.0% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,844
shares
|
$63,378
0.01% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,796
shares
|
$61,728
0.01% of portfolio
|
Q1 2024
Added 372.63%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,791
shares
|
$61,556
0.04% of portfolio
|
Q2 2024
Reduced 35.48%
|